“…everything really is awesome”.
Month: January 2020
China Inflation Sticks Near Seven-Year High, PPI Deflation Eases
Better at the margins, it appears.
Morgan Stanley: A Good Economy Does Not Guarantee Trump’s Re-Election
“We have no precedent for an incumbent with a good economy but weak poll numbers”.
After ‘Absolutely Insane’ Soleimani Briefing, A Stunned Congress Moves To Limit Trump’s War Powers
“It was probably the worst briefing I’ve seen… in the nine years I’ve served in the United States Senate”.
Iran ‘Stands Down’, Bulls Stand Up In Epic Reversal On Wall Street
Better than 80% of S&P 500 stocks are perched above their 200-day moving average.
‘Iran Appears To Be Standing Down’: Trump Cancels World War III, A Postmortem
It could have been worse.
For Saudi Aramco, Threat Of Retribution Overshadows Oil Spike In Iran Drama
“Not good, not good”.
Utterly Terrible: Order Book Contraction Nightmare Drags Into 18th Month In Germany
It’s dire. With apologies, there’s no other way to describe it.
Markets Whipsawed As Ghost Of Qassem Soleimani ‘Goes Bump In The Night’
“Be careful about bullishness at the close of the US trading”.
Iran Strikes Seen As Issue Of National Pride, May Further Goal To Push US Out Of Iraq
“What matters is that the presence of America in this region should come to an end”.
Markets Upended By Iran Strikes. Trump Says ‘All Is Well’
Some have suggested this is really nothing more than a “token” response from Tehran.
Iran Begins ‘Operation Martyr Soleimani’, Hits US Bases Including Al-Asad With Rockets
“This morning, courageous fighters of the IRGC’s Air Force launched a successful operation”.
Trump, Esper Cling To Soleimani Narrative In Painfully Absurd On-Camera Remarks
“I like to obey the law”.
Mitch McConnell Still Not Sure Why Senate Needs Witnesses When Acquittal Is Foregone Conclusion
“A trial isn’t a trial without evidence”.
Why One Bank Thinks Iran’s Next Move ‘May Not Involve Oil At All’
It may be counterproductive to engineer a large supply disruption.
Nomura’s McElligott On Markets After Soleimani Swan Song: ‘We Short Vol. Knowing We’re Backstopped’
And don’t forget about the gamma pin. And buybacks.
Trump Administration Effectively Bans Javad Zarif From UN So… See You At Davos!
“The world is not limited to New York”.
Iran Planning ‘Historic Nightmare’ For America, Designates Pentagon Terrorist Group, 40 Killed In Stampede At Soleimani Funeral
“We’re going to war, bro”.
Macro Tourist’s Quick Thoughts On New Year Tendencies
“…this portfolio re-balancing often takes six weeks to complete”.
Will They Or Won’t They? Markets Hold Breath As Iran Weighs Retribution
“In the absence of new developments”…
Iran’s Currency, Stocks Shudder After Soleimani Death
Who’s a buyer?
‘I Am Prepared To Testify’: John Bolton (And His Mustache) Will Appear Before Senate In Impeachment Trial If Subpoenaed
“Accordingly, since my testimony is once again at issue”…
CTAs ‘Are Likely To Amplify’ Oil Price Spike, JPMorgan Says
Chasing the momentum?
Forget The Trade War, Mideast Shooting War Grabs The Wheel For Oil Prices
Oh, what a difference a week makes.
Zeinab Soleimani Promises ‘Dark Days’ For American Troops During Breathtakingly Large Funeral In Tehran
“Don’t think that everything is over”.
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