Author: therealheisenberg
China And The ‘FX/Liquidity Contradiction’
“… a riddle, wrapped in a mystery, inside an enigma.”
Trump Sends Irritated Letters To Freeloading Deadbeats Ahead Of NATO Summit
No one has ever accused Donald Trump about being shy when it comes to expressing
‘This Strategist Had Held Out Hope Until The End’: A Dejected FX Analyst Throws In The Towel
“…a market correction may be necessary to reduce the likelihood of a further escalation of trade wars.”
Amid Worsening Commodities Rout, Agriculture Index Dives To Record Low
“Escalating global trade tensions bring a risk of demand destruction across commodity markets.”
Trump Wants To ‘Blow Up’ The WTO With ‘Insane’ ‘FART’ Act And The Internet Is Amused
Irony and satire are dead.
The ‘Pain Trade’: A Simple Way To Determine Who’s Holding The Stronger Hand
If there’s elegance in simplicity…
‘It Would Be A Bad Time To Buy Right Now’: Anyone Want To Catch A Falling Knife In Chinese Stocks?
Let’s just say Chinese stocks did not start July on a positive note.
Beware Fallen Angels: One Bank Ponders The Fate Of The European Junk Market
“… it fills us with a lot of fear [and] not just because many central banks would be relatively constrained in their ability to cut rates after their big post-GFC easing.”
The Decision Tree: Why The Odds Of Permanent Tariffs Are 75/25
In favor, that is.
Wilbur Ross: Come Hell Or Low Stock Market, Trump Will Not Surrender On Trade
“…there’s no bright line level of the stock market that’s going to change policy.”
Iran Says Saudi Arabia Is ‘Walking Out Of OPEC’ By Entertaining Trump’s 2 Million Barrel Bombast
“… there is no way one country could go 2 million b/d above their production allocation unless they are walking out of OPEC.”
In Absurd CNN Interview, Peter Navarro Basically Accuses Harley-Davidson And General Motors Of Being Foreign Agents
“Speaking with forked tailpipe”.
Requiem For A Rally: 2018’s First Half In Charts
Remember January?
Trump Wakes Up, Says ‘Maybe’ Saudi Arabia Will Upend Oil Market With 2 Million Barrel Production Increase
“”Good morning, this is your President, coming to live on Twitter from my bedroom, and I’d like to share some highly confidential, highly sensitive geopolitical news with you”…
Larry Kudlow Now Just Plain Old Lying On National Television About The Deficit, Because Who Even Cares Anymore, Right?
Boy, I’ll tell you what, Fox News is having one helluva day when it comes to cramming lies down the throat of the American public.
A Rabid Badger And How To ‘Snatch Defeat From The Jaws Of Victory’
“What may degenerate into an extended trade war of attrition could preserve financial market volatility indefinitely.”
Steve Mnuchin And Maria Bartiromo ‘Won’t Use’ The Term ‘Fake News’ To Describe WTO ‘Rumor’, Instead They’ll Just Call It ‘Fake News’
Oh, nothing. Just sycophants being sycophants.
‘We Always Get F*@%ed By Them’: Trump Set To Pull U.S. Out Of WTO Because He’s ‘That Nuts’
“We think he’s nuts, but not that nuts”.
Operation Twist – With European Characteristics
If you’re in EGB steepeners, this probably isn’t great news.
European Assets Get Fleeting Reprieve From Migration ‘Deal’ In Purported Boon To Italy’s Populists
“Mobilizing” to find a “solution”.
EastWest: Why U.S. Banks Are Poised to Outperform Canadian Counterparts
“Try Googling “Canadian banks 2008 crisisâ€.
Silence Is Golden.
Don’t expect it to last.
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