A familiar refrain.
Author: therealheisenberg
Saudi Arabia Goes Hunting For ‘Free Money’ In Europe
Because why not?
As Trade Euphoria Fades, Markets Return To Parsing Central Bank Guidance
Tasseography Tuesday!
Just When You Thought It Was Safe, Tariff Man Strikes Again, Threatens Duties On $4 Billion In EU Goods
The supplemental list includes items like frozen hams, fruit mixtures, coffee and uncooked pasta.
Cautious Optimism.
One thing’s for sure…
‘The Biggest Risk Going Forward Is The Perverse Fed-Tariff Feedback Loop’, One Bank Warns
“They could create an ever-escalating trade war”.
Push Your Chips.
Art of the walk-back.
Nomura’s McElligott: Early Summer Melt-Up ‘Most Likely Scenario’ Despite ‘Spectacular’ Global PMI Destruction
The same old “force-in” narrative underpins the bull thesis.Â
That ‘Nuclear Blackmail’ Iran Wasn’t Doing Last Year Is Real Now Thanks To Trump
Everyone warned the president that pulling out of the accord was a potentially disastrous idea.
Mainland Surge.
Monday’s knee-jerk euphoria comes with all the usual caveats.Â
Risk-On, But For How Long? The Data Is Dour
Ultimately, the data continues to come in soft.
A Global Affair: Full Week Ahead Preview
Everything is in play.
Trump On Stocks: ‘People Want This Thinking’ (Points To Own Brain)
“It’s unbelievable the sort of twilight zone that we’re living in”.
Winners, Losers And The Future Of The Trade War Post-G20
“…any deal, if any, will likely be weaker than the 150-page ‘grand deal’”.
Donald Trump’s Dictator Flattery Tour
“I feel great”.
Goldman: Huawei Retreat Is ‘Potential Unexpected Market-Friendly Outcome’
“We’ll see what happens”.
‘Donald Trump Loves Turkey’: Erdogan Says US Won’t Sanction Turkey For S-400 Purchase
“We have heard from [Trump] personally that this would not happen”.
‘He’s Rolling In A Trojan Horse’: Trump’s Huawei Relent Draws Jeers From Schumer, Rubio, Kyle Bass
“Trump might be rolling it into our gates”.
Putin, MBS Agree To Extend Oil Output Cuts, Making OPEC+ Meeting A Formality
And so, that’s that, it would seem.
China, Huawei, Stocks And Khashoggi: Highlights From Trump’s ‘Hot Show’ G20 Press Conference
“And that’s very complex by the way.”
Ceasefire 2.0: Trade Talks ‘Right Back On Track’ After Trump, Xi Have ‘Excellent’ G20 Meeting
“As good as it was going to be”.
At Bin Salman Breakfast, Trump Ignores Shouted Khashoggi Questions, Explains Kim Jong Un DMZ Offer
“It’s good to get along”.
‘Not Enough’: While You Were Focused On Osaka, The More Important Meeting Was In Vienna
“The decision has already been made”.
Jimmy Carter: ‘Trump Didn’t Actually Win The Election’
“Just admit that it happened”.
The Nominee
“That little girl was me”.
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