The Vietnam question.
Author: therealheisenberg
Market-Implied Odds Of Trade Resolution Collapsed From 80% To 7% Last Month. Here’s Where They Are Now
Enjoy any truce while it lasts.
Chips, Crude And Today’s ‘Pain Trade’
A few quick points.
In Wild Bartiromo Call, Trump Mocks ‘Tough Guy’ Powell, Calls Vietnam An ‘Abuser’, Says US Should Sue Tech Companies
On Wednesday, the president called Maria Bartiromo. It was quite something.Â
How Micron Beat Trump’s Huawei Ban
“Life, uh…Â finds a way”.
Robert Mueller Is Coming… To Capitol Hill, On July 17
America hasn’t heard the last of ‘Bobby Three Sticks’, apparently.
US Sets Low Bar For Trump-Xi G20 Meeting, Official Says
At least low bars are easy to clear.
When Is A Dove Not A Dove? Bullard, Powell Tuesday Tag Team Fails To Inspire
“We are human and we make mistakes”.
‘No More Obama!’ Trump Threatens To ‘Obliterate’ Iran After Rouhani Calls Him Mentally Handicapped
John Bolton’s famous mustache is twitching.
Oddly, Consumer Confidence Collapses During Historically Tremendous ‘Month Of June’
“…at some point, [this] could begin to diminish consumers’ confidence in the expansion.”
Visualizing The ‘Market Zeitgeist’
Eye candy for the congregation.
Are China’s Banks Next? WaPo ‘Death Penalty’ Report Rocks Chinese Financial Shares
“The ruling means Attorney General Barr or Treasury Secretary Mnuchin can terminate the bank’s ability to process US dollar transactions”.
Iran To America: The White House Is ‘Afflicted By Mental Retardation’
“This clearly shows that you’re lying”.Â
FedEx Sues Trump’s Commerce Department After Huawei Screwup With PCMag Spirals Out Of Control
“This is the root cause of the problem and the cause of the chaos.”
Some ‘Mind-Boggling’ Numbers From The World Of Negative-Yielding Debt
“It was monetary mania last week…”
Trump Sanctions Supreme Leader Ayatollah Khamenei
“The supreme leader of Iran is the one who ultimately is responsible”.
Trader: The Burden To Act Is On The Wrong People
What a “shame”.
What If China Just Walks Away?
“Sometimes you just have to walk away.”
‘The One-Man Rule Should Come To An End’: In Turkey, Democracy Lives
“For the first time in a long time, I am very happy and proud for my country.”

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