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Flinches
A lot of posturing aside, it's pretty obvious that Donald Trump reached his pain threshold last week
Certainty is certainly not clear with markets sitting on the edge of their seats. Cringeworthy expectations from here on out? Or maybe not?
“Hassett talked up “amazing” offers from several countries and said the US “100%” won’t experience a recession this year”
Are you sure it was not Larry Kudlow out making that promise? You’d better recheck your sources!
two things can be true at once
Some persons will say anything they have to say for good reasons, no reasons, or dubious reasons.
Unlike most of us, when they look at themselves in the mirror they say:
“Am I not magnificent!”
Bruno the Bear
Looney Tunes
Big top Bunny 1950
https://www.dailymotion.com/video/x7so2xd
Jesus H! Lutnick strikes me as a walking poster child for the Dunning-Kruger effect, perfectly capable of believing that he could blow the BEA cooking the economic books right past…well, everyone. “Cover up a recession? Never! We just made a couple of minor methodology revisions.”
Thankfully, there’s absolutely no fentanyl left in America. Otherwise, I’d be inclined to believe that the whole administration is using.
Well said !! I’m guessing Bessent will survive longer than Lutnick. Miller defies the imagination altogether. Perhaps the Administration has recognized the uncanny correlation between Vol spikes in stocks and Treasury bonds while… and soon after Navarro is on TV. Trial and error… writ large.
I’m guessing the FED put is really a liquidity put. And the bond market put is definitely 4.5 % yield on the 10 year Treasury. I think the S&P could easily go lower to approx.4400 based on upcoming earnings, especially if companies withdraw guidance due to lack of policy visibility.
Oh Canada!
The Mouse That Roared Back!
https://www.bloomberg.com/news/articles/2025-04-15/avoid-us-or-take-burner-devices-canadian-executives-tell-staff?srnd=homepage-americas&sref=Dw2LdB7M
What’re the odds of the lawsuits having an effect?
Interesting question. The lawyers are still sorting themselves out. Putin likes to defenestrate big shots. Maybe Lord Donald will try it to see if he likes it.
“His claimed emergency is a figment of his own imagination”?
If only…rather than intentional misrepresentation and manipulation in furtherance of the MAGA quest for post-truth elimination of the rule of law.