“We won’t accept any maximum pressure, threat, or blackmailing”.
Month: August 2019
Entire German Curve Goes Negative As Bond Yields Plunge On New Tariff Threat
Bonds hardly needed another excuse to rally.Â
At Cincinnati Rally, Trump Compares Baltimore To Afghanistan, Appears To Smear The Homeless
“This guy says ‘Afghanistan'”.
‘It’s A Very Dangerous Situation’: Rick Santelli And Judy Shelton Are Worried Sick About Our Crazy World
“The effect is like tasing an inert body”.
Macro Tourist: This Is The Best Long Vol. Position Out There Right Now
“When he figures it out, there’s only one trade you want on the sheets”.
‘He Tweeted With Everyone Still In The Oval’: Trump’s New Tariffs And What They May Mean For GDP
The president clearly believes his luck will never run out.
Trump Suggests He’d Consider Cutting Off All Trade With China
“We’d save a lot of money”.
‘I’m Goin’ Long Tinfoil Hats’: Trump Tariff Broadside Triggers Massive Bond Rally
“It sure looks like someone knew this was coming”.
As ‘Large Local Risk’ Realized, Fed May Be Forced To Finance Political ‘Rationality Deficit’
“In the absence of conviction about the existence of political circuit breakers”…
‘Tariff Man’ Returns: Trump Announces New China Tariffs, Stocks Crash
Everyone knew it was coming.Â
Investors Are Paying ‘Twice The Price’ To Vaccinate Against Cycle Risk. But Where’s The Immunity?
The assumption of immunity may be misplaced.
‘A Sea Of Red’: Manufacturing Malaise Says World’s Ablaze
“A sea of red, with all lights warning”.
‘We’re Asking You, Mr. President’: Cincinnati Enquirer Begs Trump, Supporters Not To Humiliate The City At MAGA Rally
“We know this appeal might sound naive, but we cannot stop expecting the best from ourselves or our president”.
Goldman: The Fed Probably Thinks That Was A ‘Successful Meeting’
You could conceivably argue that Wednesday’s mini-tantrum was worth it.
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