“We waited all of Saturday, all of Sunday.”
Year: 2018
What’s Wrong With Investment Grade Credit? Some Possible Answers As Compiled By The Macro Tourist
“Whichever reason you are partial to, at least you now have a good list of excuses to pick from as to why IG is trading so badly.”
Trump To Harley-Davidson: Your Services Are No Longer Needed Here
“My administration is working with other motorcycle companies.â€
‘Someone Get King Salman On The Phone!’: Oil Spikes To $75 For The First Time Since 2014
“We’re gonna need more phone calls.”
Trump Wakes Up, Details Imaginary North Korea War, MS-13 ‘Infestation’, Obama’s ‘Big, Bad’ Iran Citizenship Plot
“It feels like he is on a highway driving against the traffic and is pushing the gas pedal.”
The PBoC Is ‘Paying Close Attention’ To The Yuan, And They Would Hate To Have To Sell Some Treasurys, Ok?
“…we’re paying close attention to that.”
China And The ‘FX/Liquidity Contradiction’
“… a riddle, wrapped in a mystery, inside an enigma.”
Trump Sends Irritated Letters To Freeloading Deadbeats Ahead Of NATO Summit
No one has ever accused Donald Trump about being shy when it comes to expressing
‘This Strategist Had Held Out Hope Until The End’: A Dejected FX Analyst Throws In The Towel
“…a market correction may be necessary to reduce the likelihood of a further escalation of trade wars.”
Amid Worsening Commodities Rout, Agriculture Index Dives To Record Low
“Escalating global trade tensions bring a risk of demand destruction across commodity markets.”
Trump Wants To ‘Blow Up’ The WTO With ‘Insane’ ‘FART’ Act And The Internet Is Amused
Irony and satire are dead.
The ‘Pain Trade’: A Simple Way To Determine Who’s Holding The Stronger Hand
If there’s elegance in simplicity…
‘It Would Be A Bad Time To Buy Right Now’: Anyone Want To Catch A Falling Knife In Chinese Stocks?
Let’s just say Chinese stocks did not start July on a positive note.
Beware Fallen Angels: One Bank Ponders The Fate Of The European Junk Market
“… it fills us with a lot of fear [and] not just because many central banks would be relatively constrained in their ability to cut rates after their big post-GFC easing.”
The Decision Tree: Why The Odds Of Permanent Tariffs Are 75/25
In favor, that is.
Wilbur Ross: Come Hell Or Low Stock Market, Trump Will Not Surrender On Trade
“…there’s no bright line level of the stock market that’s going to change policy.”
Iran Says Saudi Arabia Is ‘Walking Out Of OPEC’ By Entertaining Trump’s 2 Million Barrel Bombast
“… there is no way one country could go 2 million b/d above their production allocation unless they are walking out of OPEC.”
In Absurd CNN Interview, Peter Navarro Basically Accuses Harley-Davidson And General Motors Of Being Foreign Agents
“Speaking with forked tailpipe”.
Requiem For A Rally: 2018’s First Half In Charts
Remember January?
Trump Wakes Up, Says ‘Maybe’ Saudi Arabia Will Upend Oil Market With 2 Million Barrel Production Increase
“”Good morning, this is your President, coming to live on Twitter from my bedroom, and I’d like to share some highly confidential, highly sensitive geopolitical news with you”…
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