For what it’s worth…
Year: 2018
‘It Doesn’t Take A Genius To See What’s Coming’: Amid Daimler News, Albert Edwards Warns On Auto Tariffs
“Trump has previously expressed his disdain at German luxury brands, particularly Mercedes, and its prominence on New York’s Fifth Avenue. Autocar has reported that Trump has said he would tax Mercedes models off Fifth Avenue!”
Daimler Is Trying To Tell You Something. Are You Listening?
If you’re looking for concrete signs that the threat of an escalating global trade conflict is starting to weigh on the outlook, here’s one.
Saudi Arabia, Argentina Upgraded By MSCI: What It Means
Take a second to skim this, as it’s pretty important, especially in light of recent events.
Family Time.
Lots and lots of “winning.”
‘Gains Are Like An Escalator, But Losses Are Like Going Down A Lift’: More Warnings On EM FX
“…it will get really bad if the Fed is hiking when growth is slowing.”
Trade Wars: Implications For The Fed
Some random musings.
Of Euros And Oil
Some notable headlines on a day when markets have seemingly stabilized.
Do You Reckon The Upside On Your U.S. Stock Holdings Is Limited? Well, You Could Always Do This…
Food for thought for those so inclined.
Confucius Say.
Good lord.
Peter Navarro (Sieg) Hails ‘Courageous, Visionary’ Donald Trump As Global Trade Order Collapses
Paging Steve Mnuchin: we need you, homie.
One Bank Sees ‘Ominous Signs For The World’s Most Important Financial Institutions’
“We do not believe this decoupling will be sustainable. Either the rest of the equities must come under pressure or the financial sector must rally.”
‘It Is Truly A Bloodbath’: Let’s Just Say Chinese Stocks Did Not Appreciate Trump’s Latest Trade Threat
“Do you see what happens Larry”
A Furious Trump Demands Someone Find Him Another $200 Billion Worth Of Chinese Goods To Tax And Yes, I’m Serious
This is real. This is really happening.
Bitter Coffee.
A spoonful of sugar, helps the medicine go down.
Meet Me In Sintra And Mind The Oil Slick: Full Week Ahead Preview
Ironies, cartels and trade wars.
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