“What’s going to get us to Dow 30,000″…
Month: July 2019
15th Percentile S&P Futures Liquidity Is Potential Land Mine In Selloff
A familiar refrain.
Saudi Arabia Goes Hunting For ‘Free Money’ In Europe
Because why not?
As Trade Euphoria Fades, Markets Return To Parsing Central Bank Guidance
Tasseography Tuesday!
Just When You Thought It Was Safe, Tariff Man Strikes Again, Threatens Duties On $4 Billion In EU Goods
The supplemental list includes items like frozen hams, fruit mixtures, coffee and uncooked pasta.
Cautious Optimism.
One thing’s for sure…
‘The Biggest Risk Going Forward Is The Perverse Fed-Tariff Feedback Loop’, One Bank Warns
“They could create an ever-escalating trade war”.
Push Your Chips.
Art of the walk-back.
Nomura’s McElligott: Early Summer Melt-Up ‘Most Likely Scenario’ Despite ‘Spectacular’ Global PMI Destruction
The same old “force-in” narrative underpins the bull thesis.ÂÂ
That ‘Nuclear Blackmail’ Iran Wasn’t Doing Last Year Is Real Now Thanks To Trump
Everyone warned the president that pulling out of the accord was a potentially disastrous idea.
Mainland Surge.
Monday’s knee-jerk euphoria comes with all the usual caveats.ÂÂ
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