Donald Trump is happy to inform you that he has decided not to deliver an open-handed slap to the face of Xi Jinping
Month: February 2019
The Week The Earth Stood Still: Full Week Ahead Preview
If last week was painfully tedious at best and outright boring at worst, this week promises to break the monotony.
Adam Schiff Will ‘Obviously’ Subpoena Mueller Report, May Sue Some Folks If There’s A Coverup
“…and work to have Robert Mueller testify before Congress if the Justice Department decides not make the report public.”
‘False Alarm’ Or Will An Earnings Recession Cause A ‘Real’ Recession?
Time to panic? Spoiler alert: probably not.
China, Credit Growth And Diminishing Returns
There are a couple of problems here. And then there are problems within those problems.
Phil Connors.
“This is pitiful.”
Trump, Icarus And One Man’s Legal Hell
And this is where the real irony comes in.
Here’s The Blooper Reel From Trump’s Predictably Absurd China Trade Press Event
“…the question is an interesting one.”
Cov-Lite Reality Check: An Update On The Leveraged Loan ‘Bubble’
Any takers on a leveraged loan story?
Congress Moves To Terminate Trump’s Emergency, Setting Stage For Veto, Twitter Meltdown, Name-Calling
“Your all time favorite President” is going to lose his mind.
The Truth Behind Trump’s Absurd New Mexico Wall Video
Spoiler alert: he’s lying.
As Trump Meets Liu He, Let’s Talk About That ‘Stable Yuan Pledge’ Again
If you’re looking to point fingers at anyone for currency “manipulation”…
Hedge Funds Made (Kinda, Sorta) Great Again Amid 2019 Market Rally
As bad as 2018 was for nearly all investors, last year was especially trying for equity hedge funds.
Meanwhile, Still Lurking In The Background: The Debt Ceiling
“Steven, no they won’t.”
Oh, Good: ‘Global Recession’ Tops Worry List In Closely-Watched Credit Survey
Don’t worry, China will save us.
Different Day, Same Set Of Hopelessly Entangled Narratives
Who can untangle this massive strand of Christmas lights?
Albert Edwards Is Worried America Is ‘Gripped By An Epidemic Of Stoned Pedestrians Stepping Into Traffic’
“…most surprising was the pungent smell of skunk that pervaded the streets almost everywhere.”
Deluge Of Unwelcome Data Virtually Screams ‘Synchronous Global Slowdown’
Oh well, there’s always services…
What Wall Street Thinks Of The January Fed Minutes
And so, an announcement in March is the base case.
William Barr Will Have The Mueller Report ‘As Early As Next Week’ – Sharing Is Caring, Bill!
All good “witch hunts” must come to an end.
Fed Minutes Detail Case For Patience, Desire To End QT, December Selloff Discussion, Inflation Outlook
“Almost all participants thought that it would be desirable to announce before too long a plan to stop reducing the Federal Reserve’s asset holdings later this year.”
One Bank Channels Mike Tyson, Says ‘Everyone’s Got A Strategy, Until They Get Punched In The Face By QT’
“…we should pay attention to this stuff.”
Eric Trump: Idea The Deutsche Bank Worried My Dad Might Default On $340 Million Of Loans While President Is ‘Complete Nonsense’
Eric Trump, son of “genius”, doesn’t know much, but…
From Japan, A Bleak Warning
More problems.
As US Demands Yuan Stability In Trade Talks, Let’s Go Insane Again
Back to the insanity loop.
You Can Forget About Another Hike From Sweden
That slightly hawkish bent from last week is likely to disappear now.
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