“Nationalism is war.”
Author: therealheisenberg
Trump Wakes Up, Says Canada Is Abusing Farmers, Says Mexico Is Killing Millions Of Americans
Donald Trump is up and he wants you to know that he’s got trade on his mind.
‘Germany Balanced It Out’: World Reacts To Fraught Italian Election
For now, the market mood seems to be something akin to “fuck it, we’ll worry about this later”.
Not For The Faint-Hearted: Full Week Ahead Preview
This is not going to be for the faint of heart.
What Could Go Wrong? Industrials And Materials Edition
Allow me to present a juxtaposition for you.Â
Kashkari, A ‘Resounding No’ And The Norwegian Blue
Like the Norwegian Blue, they’re “deceased”. They’ve “expired and gone to meet their maker.”
As Navarro Ratchets Up Trade Rhetoric, Take A Minute To Meet Mr. ‘Death By China’
Peter Navarro needs no introduction, or maybe he does because as it turns out, a lot of Americans aren’t fully apprised of the extent to which America’s trade policy is now being dictated by a pseudo-academic whose claim to fame is “Death By China”, a documentary that features a Bowie knife with a yuan note wrapped around the handle literally stabbing America in the heart(land).Â
Angela Merkel’s Fourth Term Secured As SPD Votes To Join Coalition
Good news on the political front: Angela Merkel has (finally) secured a fourth term after the SPD voted to join her CDU/CSU bloc in another coalition.
Analysts Can Think Of Worse Things Than A Trade War – Like Say, ‘An Asteroid Hitting The Earth’
So basically, Ben just said that the only thing he can think of off the top of his head that would be worse for financial markets than Trump starting a trade war would be if the plot of “Seeking A Friend For The End Of The World” became reality.
Here’s Why Trump’s Tariffs Actually Make A Lot Of Sense
“A lot of people are saying that.”Â
Trump Keeps It Comin’, Threatens To ‘Simply’ Tax European Cars In Saturday Rant
It’s almost like we forgot who we were talking about for a minute.
JPMorgan Asks: ‘Has The Marginal Equity Buyer Gone?’
I guess you can’t blame investors being a bit shell-shocked.
David Stockman: ‘The Trump Tariffs Will Send Economic Harm Cascading Downstream’
“Needless to say, the Donald’s un-varnished, un-vetted and un-shackled thoughts whims on most any topic are a thing of considerable disruptive potential. But when it comes to trade, his mind beats to the sound of a drummer not from this world or even possibly the next.”
Have Genius, Will Travel.
Well needless to say, this was not a particularly inspiring week.
‘Unglued’ Trump Was ‘Looking For A Fight’, Was Goaded Into Tariff Decision By Ross, Navarro: NBC
Not only were Congress, State, DoD, and Treasury left out of this, even the White House itself outside of Trump, Ross, and Navarro was kept in the dark.
Wilbur Ross Shows Up On CNBC With A Can Of Campbell’s Soup To Defend Tariffs
“I just bought this can today.”
Moody’s: ‘March Is Off To A Horrible Start, Tariffs Warn Of Even Faster Price Inflation’
“Do not be surprised if a very adverse reaction by financial markets forces the administration to reconsider the tariff proposals.”
Sarah Huckabee Sanders: The White House May Be In ‘Chaos’, But America Loves It
Now hold your nose, close your eyes, and swallow this big ol’ heapin’ pile of presidential chaos.
Trader: ‘This Feels Like A Throwback To The Pre-Weekend Choices We Had To Make During The Crisis’
To be clear, you don’t ever want to count out the dip-buyers. But…
Goldman Warns On Tariffs: ‘Expect Further Disruptive Trade Developments’
Well, the “reviews” continue to pour in…
If You’re Long Risk Assets, You Do Not Want To Hear Kuroda Using The Word ‘Exit’
For two months now, the world has been eyeing the BoJ closely for signs they might be set to follow the Fed and the ECB down the road to policy normalization.Â
Epsilon Theory’s Latest: ‘Good Job!’
“But it doesn’t work. Or at least it doesn’t work anymore.”
Here’s What Dan Loeb Had To Say On Thursday About The Outlook For Markets
“…probably won’t have the same tailwinds that we had last year in terms of low volatility and steady up into the right market that ended up over 20% for the year.”
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