It’s now exceedingly difficult to ignore what bonds are trying to “say”.
Author: therealheisenberg
Steve Mnuchin Declines To Name China A Currency Manipulator, Will Leave That To Trump’s Twitter Account
“Treasury continues to urge China to enhance the transparency of China’s exchange rate.”
‘What I Can Tell You Is That The People Would Be Unhappy’: Another Day, Another Rare Earths Threat From China
This is probably more about the signaling effect than anything else.
Month-End Rebalancing Hopes And Fed Pricing As ‘Just Another Measure Of Market Fear’
Assuming Trump can abstain from further trade escalations for a couple of days, “all else” might in fact turn out to be “equal.”
An ‘Exchange Of Letters’, A Succession Plan Gone Awry And The Familiar Paradox
As night follows day…
America Can’t Escape The Reality Of Trump’s Trade War Forever
Eggs will be broken.
In Complete Coincidence, EU Leaks Plans To Punish Italy For Budget After Salvini Election Triumph
“The mood is definitely for action.”
Italy Now Belongs To Matteo Salvini
“The time has come to totally re-discuss old and outdated rules.”
China Desperate For Trade Deal, Trump Imagines
“I don’t believe they can do that.”
As China Threatens Yuan Shorts With ‘Huge Losses’, Here’s The Ultimate Irony
Still, you can hardly blame the market for thinking the yuan is headed lower.
What Really Matters?
It’s too hot to go out, but too nice to stay in.
Trump’s Japan Jaunt Is A Child’s Presidential Fantasy
Augustus Gloop diplomacy.
Long Live The Zombies
“The dark side of stimulus.”
Markets Eye December Circuit Breaker To Save Stocks From ‘Massive’ 4% Monthly Slide
It’s worth mentioning, but curb your enthusiasm.
Satire Dies Again: Trump Declares His Presidency ‘The Age Of Enlightenment’ – On Way To Sumo Match
“… an engagement that White House officials say he’s been anticipating eagerly.”
Amid The Worst Stretch Of The Year For US Stocks, The Real Question Is: Why Isn’t It Worse?
“Why are equities so calm if the most plausible outcomes of the trade war are all bearish for growth?”
The Worst-Case Scenario Is Now The Base Case
“It is more likely than not”…
S&P Would Fall 7% In Worst-Case Trade War, Goldman Says (Don’t Ask About Any Second-Order ‘Nonlinearity’)
Let’s be clear: It is impossible to estimate the impact of an all-out trade war on equity prices.
‘Previously Unlikely Options’ Are Now On The Table: Reassessing The Odds Of China Going ‘Nuclear’
We may be moving closer to a situation where Beijing feels like it has no choice.
Did The Trump Administration Just Announce A Major Currency Escalation?
“This change puts foreign exporters on notice”.
Make Farmers Bailed Out Again.
I’m out of farmer jokes.Â
This Bond Love Affair Is ‘Combustible’ And It ‘Could Get Weird’, Nomura’s McElligott Warns
It’s the damndest thing.Â
The Dollar Shortage Thesis Lingered, Like Stale Cigarette Smoke.
“Global trade is clearly now being dragged into the mud by a ‘vicious spiral’.”
The Fog Of (Cold) War
These are the bad times.Â
‘Two In One Week’: Trump’s Bid To Block Deutsche Bank From Handing Over Records Crashes And Burns
“Mazars Monday, Deutsche Bank today.”
Erdogan Meets The Bear
And capital control whispers are getting louder.
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