“MAGA”?
Author: therealheisenberg
S&P As A Global Equities Safe-Haven Theme Is Now Cracking: Nomura’s McElligott
“We are experiencing a shift to a risk-negative mindset again”.
Erdogan Plays Coy In Hotly Anticipated Khashoggi Speech
“We are seeking answers.”
Asian Stocks In Tuesday Bloodbath As Risk-Off Returns With A Vengeance
Suffice to say China’s ongoing efforts to jawbone markets higher fell on deaf ears Tuesday.Â
After October Selloff, One Bank’s Clients Are The Most Underweight U.S. Stocks Since January
Make America first again?
Surprise! GOP Completely Blindsided By Trump’s ‘Major Tax Cut’ Pledge
“There is no chance of such a plan passing.”
China Engineers Mammoth Monday Stock Rally
Let’s hope this lasts, because if 2015 is any guide…
Drivers Wanted: Full Week Ahead Preview
Pick a catalyst, any catalyst.
European Commission To Reject Italy’s Draft Budget On Tuesday
“Solemn” indeed.
Volatile Saudi Stocks In Spotlight As Khashoggi Drama Undermines Foreign Investor Confidence
So much for transparency.
‘I’ll Bring Out The Military’: Is Trump Hoping For A Border Clash With Migrant Caravan?
“Some bad people started the caravan.”
More Tax Cuts, Midterms And The History Of ‘Exogenous Macro Shocks’
Remember, prediction markets haven’t been the best guide over the past several years.
‘MbS Had No Knowledge’: Saudi Sources Now Claim Crown Prince Was Clueless In Khashoggi Murder
“People familiar with the investigation”…
Saudi Arabia Confirms Jamal Khashoggi Death, Blames ‘Fist Fight’
What? You don’t believe them?
Moody’s Downgrades Italy, Outlook Is Stable
And so it begins.Â
Italy Is In Turmoil, So I Guess Everyone Will Start Talking ‘Contagion’ Now
“Lo spread” fears are spreading.
Revisiting The ‘Vicious’ Dollar Shortage Cycle
This isn’t all that complicated.Â
Marko Kolanovic: Systematic Flows Largely Explain This Week’s Price Action
“Many macro fundamental narratives were presented to explain the price action the past week, but”…
‘He’s Asserting Himself’: King Salman Clips Crown Prince’s Wings As Khashoggi Crisis Spirals
There is one way for King Salman to absolve Saudi Arabia in the Khashoggi murder overnight…
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