Misplaced optimism. Across the board.
Author: therealheisenberg
Reciprocity: Full Week Ahead Preview
Trade, immigration and “covfefe” – what else is there?
In ‘Shocking’ Result, Erdogan Is Re-Elected In Turkey
It’s good to be Sultan.
China Delivers Desperately Needed RRR Cut Amid Stock Slide, Liquidity Jitters, Tariff Worries
“The intensity of the move exceeded market expectations.”
The Wrong Side Of History.
Of populism, propaganda, Salvini and the Trump TIME cover.
‘At It Again’: OPEC Deal Postmortem
“We know prices in the three digits were causing instability”.
President Bloomberg Puts Down Payment On Friendly First-Term Congress
And maybe he thinks a 78-year-old socially liberal billionaire might be able to wrest the presidency from 74-year-old proto-Fascist billionaire.
Moment Of (No) Clarity.
Aaaand that’s the week.
In The Space Of 15 Minutes, Trump Tweets Support For Less Expensive Gas, More Expensive Cars
“Nobody knows what’s going on.”
OPEC Deal Hangs In The Balance As A Lukewarm Iran Still Irritated At Trump
“We’ll see what happens”.
The Hateful Eight.
Lucky number 8.
Goldman Ups S&P Earnings Forecasts But…
For what it’s worth…
‘It Doesn’t Take A Genius To See What’s Coming’: Amid Daimler News, Albert Edwards Warns On Auto Tariffs
“Trump has previously expressed his disdain at German luxury brands, particularly Mercedes, and its prominence on New York’s Fifth Avenue. Autocar has reported that Trump has said he would tax Mercedes models off Fifth Avenue!”
Daimler Is Trying To Tell You Something. Are You Listening?
If you’re looking for concrete signs that the threat of an escalating global trade conflict is starting to weigh on the outlook, here’s one.
Saudi Arabia, Argentina Upgraded By MSCI: What It Means
Take a second to skim this, as it’s pretty important, especially in light of recent events.
Family Time.
Lots and lots of “winning.”
‘Gains Are Like An Escalator, But Losses Are Like Going Down A Lift’: More Warnings On EM FX
“…it will get really bad if the Fed is hiking when growth is slowing.”
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