Back to the “melt-up”.
Author: therealheisenberg
Trump Folds To Tim Cook, Will Shield Apple Watch From Tariff Impact
And just in time for Tim Cook to rollout the new models. How fortuitous.
FEMA Chief Brock Long Suggests Puerto Ricans Beat Their Wives To Death After Hurricane Maria
“Spousal abuse goes through the roof.”
Chinese Stocks Fall To Four-Year Low As Beijing Promises ‘Pain’, Trump Brands The World ‘Tariffed!”
“We are looking forward to a more beautiful counter-attack.”
Hostage Situation: Full Week Ahead Preview
“Hand over your trade policy and I’ll release global markets”…
China Said To Ponder Declining Steve Mnuchin’s Request For Trade Talks
Why would Beijing want to enter into talks with emissaries of a man (Trump) who is openly bragging about his intention to negotiate in bad faith?Â
Nomura’s Charlie McElligott Outlines The ‘Two-Speed’ Research Thesis For A ‘Vol-Centric World’
“The changes, the inflections that are made happen unemotionally and happen with significant leverage behind them.”
Red Ink: The Politics Of Fiscal Insanity
“I am the most concerned I’ve ever been.”
Washington Post Confirms Trump Will Escalate Trade War With China Imminently
In case you weren’t sure…
Is Janet Yellen Just Trolling Donald Trump Now?
“A lower-for-longer strategy is attractive for several reasons. “
This Hasn’t Happened In 10 Years: S&P 500 Buybacks Edition
“The rise in CFO created a high-quality problem for managements: How should they spend all the cash?”
Paul Manafort Agrees To Cooperate With Government, Forfeits Assets Worth Enough To Cover Cost Of Mueller Probe
“He refused to ‘break’ – make up stories in order to get a ‘deal.'”
‘Worry When The Curve Steepens’, Nomura’s McElligott Warns
“What do prior cycles show us about market anticipation of the ‘flip’ to ‘steepening’ after the Fed’s last cut?”
Goldman Asked Carmen Reinhart If We Should Prepare For Debt Crises In Developed Markets. Here’s What She Said…
“And in the case of the US, low rates seem to assume unending demand for US Treasuries given the US dollar’s role as the global reserve currency.”
Out Of The Woods? At The Crossroads Of An Emerging Market Crisis
After a pivotal week, where to?
Will Someone Get Larry Kudlow On TV So He Can Explain This Ballooning Deficit?!
“The deficit is coming down and it’s coming down rapidly.”
A Decade Later, ‘The Coast Is Not Clear’, One Bank Warns
“Currently, there is a ‘celebration’ that a decade has passed and that the world has overcome the fallout from the crisis.”
10 Years After Lehman: Hubris
Pride and fall.
Trump Claims Puerto Rico Death Toll Is A Democrat Hoax, Says Some People Died Of ‘Old Age’
“3000 people did not die in the two hurricanes that hit Puerto Rico.”
Trump Calls Jamie Dimon A ‘Nervous Mess’ Who ‘Lacks Smarts’
“Your move, Jamie.’
Inflation Cools Off, Pushing Real Wage Growth Back Into Positive Territory
This could help allay some fears.
Turkey Delivers Sizable Rate Hike Hours After Erdogan Calls For Rate Cut
“If you are saying the opposite, you don’t know this business.”
ECB Sticks With ‘At Least Through Summer 2019’ Rates Guidance
It’s all fun and games unless Italy blows up the budget.
These Four Charts Illustrate American Exceptionalism In 2018
Somehow, this will resolve itself.
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