All in all, it was a fittingly sour end to the second-worst May for US equities since the 1960s.
Month: May 2019
Two Major Banks See Fed Rate Cuts By September – If Not Sooner
It’s getting serious now.
Out Of The Way Bob Lighthizer, Stephen Miller Will Take It From Here
It’s not clear what’s more disconcerting in this scenario.
Mexican Standoff.
It would be supremely ironic is “Tariff Man”‘s Waterloo turns out to be duties related to illegal immigration.
‘Marking To Misery’ Bond Rally Goes Mental, As Bund Yields Touch Record Low
Where’s the bottom for yields?
America The ‘Unreliable Entity’ Prompts China To Establish Corporate Blacklist, Rare Earths Plan Said Ready
Witness the spiraling nature of conflict.
‘Tariff Man’ Announces Duties On All Goods From Mexico Starting June 10th
“On June 10th, the United States will impose a 5% Tariff on all goods coming into our Country from Mexico.”
Trump Rattles Markets Anew As Details Of Mexico Tariffs Show Rate Rising To 25% Within Months
Eventually, everyone will get tired of this charade
Mike Pence Can ‘More Than Double’ Tariffs On China, But Right Now He’s More Concerned About Kawhi Leonard
Mike Pence isn’t good for much, but you can count on him for three things…
And Now, A Hot Take Rant On ETFs And Liquidity…
Imagine that, right?
Italy On Brink Of Rule-By-Matteo, As Salvini Threatens To Pull Plug On Government
Nobody should be surprised by this.
Trump Furious At Verified Twitter Namesake For Admitting ‘Russia Helped Me To Get Elected’
‘Russia, Russia, Russia!’
Nowhere Fast: Trump Bogged Down As US Wades Into Multi-Front Trade War
Here we are – walking into meetings with America’s closest allies and proudly pointing at bulging binders.
And Then, Things Really Started To Go Wrong…
Things have taken a wholly unfortunate turn into month-end.
Read Robert Mueller’s Full Statement On The Russia Probe And Obstruction Of Justice
“We chose those words carefully, and the work speaks for itself.”
Mueller: ‘The Report Is My Testimony’
“If we had confidence that the president clearly did not commit a crime, we would have said so.”
Goldman: Easy Monetary Policy Won’t Be Enough If Growth Doesn’t Pick Up Soon
Suddenly, we’re back in the teeth of the global slowdown narrative.ÂÂ
That Anomalous German Jobless Print Is Somewhat Unnerving, No?
Apparently, some of this is down to a statistical change, but…
The ‘Marking To Misery’ Trade Has Accelerated
It’s now exceedingly difficult to ignore what bonds are trying to “say”.
Steve Mnuchin Declines To Name China A Currency Manipulator, Will Leave That To Trump’s Twitter Account
“Treasury continues to urge China to enhance the transparency of China’s exchange rate.”
‘What I Can Tell You Is That The People Would Be Unhappy’: Another Day, Another Rare Earths Threat From China
This is probably more about the signaling effect than anything else.
Month-End Rebalancing Hopes And Fed Pricing As ‘Just Another Measure Of Market Fear’
Assuming Trump can abstain from further trade escalations for a couple of days, “all else” might in fact turn out to be “equal.”
An ‘Exchange Of Letters’, A Succession Plan Gone Awry And The Familiar Paradox
As night follows day…
America Can’t Escape The Reality Of Trump’s Trade War Forever
Eggs will be broken.
In Complete Coincidence, EU Leaks Plans To Punish Italy For Budget After Salvini Election Triumph
“The mood is definitely for action.”
Italy Now Belongs To Matteo Salvini
“The time has come to totally re-discuss old and outdated rules.”
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