The good news is…
Author: therealheisenberg
Mnuchin Set To Slap Turkey With New Sanctions As Erdogan ‘Turns Out Not To Be A Great Friend’ 😡
Just when you thought it was safe to jump back into the lira.
Let’s Play Dollar Bingo With Larry Kudlow – Who Had ‘Cherished’?
None of this makes any sense. Not a bit of it. It’s a self-referential nightmare.
‘Let’s Face It, Everybody Knew This Was Coming’: Albert Edwards Weighs In On Emerging Market Crisis
“But in the frantic QE-inspired hunt for yield, nobody cared.”
Volatility In Turkish Stocks Surges To Highest Since Coup As ‘The Dude’ Dumps $120 Million
Anyone for falling knives?
Hello, Yuan Bears? China Will Be Squeezing You Now. Have A Nice Day.
“…the three channels of downward pressure on the RMB are now restricted.”
Progress? China Says It’s Sending Delegation To U.S. This Month To Talk Trade
“The Chinese side reiterates that it opposes unilateralism and trade protectionism and does not accept any unilateral trade restrictions.”Â
Rudy Giuliani Says Trump Ready To Fight Possible Mueller Subpoena All The Way To The Supreme Court
“We would move to quash the subpoena.”
So Much For ‘Just Trolling People’: Trump Revokes John Brennan’s Security Clearance
Now tell us, Paul Ryan, do you still think he was “just trolling people”?
Turkey Gets $15 Billion Bailout Promise From Qatar: Here’s What It Means
A durable alliance.
Blood In The Water: Here’s Why The Emerging Market Rout Is Dangerous
Wednesday is a disconcerting day for emerging markets.Â
Tencent’s Hard Landing Is Stark Reminder Of Tech’s Fallibility
It’s time to quote Howard Marks again…
After Second Worst Week In A Quarter Century, Turkey Engineers Lira Bounce With Swaps Crackdown
It’s probably fair to say that everyone’s TRY forecasts are “under review”.
Turkey’s Erdogan Will Now Tax American Liquor And Cars, Will Also Prosecute People For Talking Bad About His Lira
Who knows, maybe Turkey will indict Trump before Mueller does.
To Spillover Or Not To Spillover, That’s The Question
“Spillover”, “contagion”, “transmission”, etc. etc.
One Bank Warns: ‘Forget Turkey, Asia Is The Elephant In This Room’
“As the tide of excess liquidity recedes, EMs like South Africa will begin to pay the heavy price of this misallocation of credit.”
Trump Says Sessions Isn’t ‘Real’ AG, Admits Real Reason For Strzok Firing, Calls A Black Woman ‘A Dog’
Sometimes you wonder if Donald Trump is just a man resigned to his own fate.
Lost Arms, Cut Beards And Untrustworthy Dollars: Just Another Day In Turkey’s Burgeoning Crisis
This has descended into farce, which is precisely what you’d expect…
Farmers Made Worse Again As U.S. Farm Export Prices Plunge Most In 7 Years
“It’s ok, they can take it.”
Battle Of The Stable Geniuses: Erdogan Boycotts iPhones, Says Everybody Wants A Vestel Venus Now
Recep Tayyip Erdogan has a plan.
Assessing ‘Narrow’-Mindedness In Markets
FAANGs and such.
‘Perhaps – Finally – Realistic’: Five Years Later, One Man’s Carry Trade Prophecy Comes True
Bad things come to those who wait.
Argentina Races Thunderstorm With Monday Panic Hike
“They had to do something”.
Trump Gets ‘Great Lover’ Peter Strzok Fired, Then Demands Investigation Of Hillary Clinton
“No Collusion, No Obstruction”.
Let’s Check In On Turkish Banks, Because Realistically, How Bad Could It … Oh, No.
It’s not looking great, but again, valuations are cheap!
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