“Five Demands. Not One Less.”
Author: therealheisenberg
The More Trump Tweets, The Worse Off Stocks Are, BofA Shows
“Tread cautiously”.
Trump Wanted To Double Tariffs On China, Had To Be Talked Down By ‘Multiple CEOs’
Mnuchin and Lighthizer were forced to ask CEOs to call the president and warn him about the potential impact.
‘We Are Too High’: Jim Bullard Says It’s Time To ‘Feel The Market’ With Bigly Rate Cut
“We should have a robust debate”.
Trump Sanctions Iran’s Space Program Days After Infamous Rocket Tweet
An “urgent threat”, apparently.
MAGA Economy Dealt Another Body Blow As ISM Dives Into Contraction
We’re gonna need more insurance cuts (and more tweets).
Iran, France Rush To Finalize $15 Billion Credit Line Amid Escalations
“We can have 20% enriched fuel within one or two days”.
Trump Piles On, Threatens To ‘Crumble’ China’s Supply Chain, Create Massive Job Losses
“16 months PLUS is a long time to be hemorrhaging jobs”.
Draft Of Trump Allies’ Plan To Target Editors, Reporters From NY Times, WaPo, CNN Leaks
“CNN, MSNBC, all broadcast networks, NY Times, Washington Post, BuzzFeed, Huffington Post”…
Huawei Alleges Vast US Conspiracy Complete With Cyber Attacks, FBI Agents, Entrapment
“A malign, concerted effort”.
Inflation In South Korea Just Fell To Zero
Don’t worry, because “it’s hard to say it’s a precursor of deflation”.
Long Lines And ‘That Fear Of Not Knowing’: Argentina Stares Into Abyss As Capital Controls Implemented
“I prefer to be cautious and not regret it later”.
Boris Johnson All Set To Force Snap Election As Brexit Train Careens Further Off The Rails
“I want everybody to know there are no circumstances in which I will ask Brussels to delay”.
The Real Risk For Markets: The Bond Bubble Bursts
“[A] disorderly rise of interest rates could cause Wall St deleveraging… and a Main St recession”.
Chinese Stocks Are Shrugging Off Currency Weakness. Here’s Why
“Policymakers are in control”.
UK Manufacturing Shrinks Fastest In 7 Years, But Don’t Worry, ‘People Will Have Food’
“People will have the food they need”.
China’s Black Swan Yuan Fixes Are The Market’s New Plunge Protection
That, the bank marveled, “is a 6 standard deviation move”.
Trump ‘More Receptive’ To Going ‘Well Beyond Trade’ In China Fight: Report
“First and foremost as a national security threat”.
Argentina Imposes Currency Controls As End Game Beckons
And the crisis worsens.
One Bank’s Clients Complain ‘The Sheer Volume’ Of Tweets Makes It Impossible To Hold Positions
In other words, forecasting the next turn is impossible.
A Critical Week Looms For The US Economy, With Special Emphasis On Friday
Another frantic Friday in the cards?
Nobody Knows What’s Next As Trump’s ‘Crazy Like A Fox’ Strategy Keeps Markets Guessing
…but it’s still madness.
Markets Just Witnessed The Best Month For US Government Bond Returns Since 2008 – What Now?
Congrats are in order for anyone who bet on a continuation of this year’s rally.
‘It Was A Mistake To Trust Zarif’: US Sanctions Iranian Tanker Said Headed To Syria
“I hope it changes course”.

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