One wonders if Navarro’s comments might just reflect the political biases of Steve Bannon, whose Breitbart News has been fanning the populist flames in Europe for years in an apparent effort to bolster the prospects of nationalist politicians in France, the Netherlands, and yes, Germany.
Author: therealheisenberg
Key Calls: Goldman Reiterates Long Commodities Bias
“While this return is nearly twice the equity market and suggests markets have already priced in much of the reflation theme for 2017, we do believe there is still upside from here of c.5%”
Trump’s Attorney General Pick Once Told Attorney General Trump Just Fired To “Say No” To President
“You have to watch out because people will be asking you to do things you just need to say ‘no’ about.”
This Is Your Brain On Cross-Asset Correlations
If you’re a regular reader (and let’s face it, why wouldn’t you be?) you know I talk quite a bit about cross-asset correlations and volatility…
Key Calls (Tuesday): Upgrades, Downgrades, & Initiations
Are your stocks on the list?
Daily Kickstart (Trump Trainwreck Overshadows BoJ, Eurozone Inflation, GDP)
Well, this is officially a f*cking trainwreck. As you’re probably aware by now, President Trump
The Debacle Continues: Justice Dept. Refuses To Defend Trump Order
“As long as I’m acting Attorney General, the DoJ will not present arguments in defense of the Executive Order.”
He Pulled A Fonzie. He Jumped The Shark
“It ‘seems’ that the discombobulated implementation of Trump’s immigration orders has ‘furthered’ the market concerns”…
One Bank Tells You How To Hedge Downside Equity Risk
But Monday felt anything but “healthy.” There was nothing cathartic about it.
Too Much Of A Bad Thing?
Ok, so Monday was the worst day of the year for stocks. That would seem to
“Brand USA” Has Suffered Irreparable Damage: One Trader Sounds Off
“With a few hasty pen scratches, Trump has confirmed that he is impulsive and liable to act without concern for convention or precedent or, it seems, the law. At the margin, the premium for U.S. assets will now be eroded.”
Goldman CEO Decries Trump Immigration Policy
“This is not a policy we support, and I would note that it has already been challenged in federal court, and some of the order has been enjoined at least temporarily. “
One Trader Explains How To Trade Trump Weekends
“Well, he’s certainly not making it easier for investors to stay comfortable with their positions”…
Monday Humor (1 Million Strong)
Ban the ban?
Daily Kickstart (Nervous Markets Weigh Trump Muslim Ban Ahead Of Big Week)
One of the most important things to remember when trading markets (or when living life
Goldman Previews This Week’s Key Events
As mentioned earlier this morning, it’s a busy week. We’ve got multiple Fed meetings, a
Key Calls (Monday): Upgrades, Downgrades, & Initiations
Are your stocks on the list?
Bentley Mulsannes, Vespers, And Useless Projections
I will never understand investors’ fascination with people who make predictions. By extension, I will
Impeachment Imminent?: Federal Judges Block Trump’s Muslim Ban As Nation Erupts In Protest
If you think that when it comes right down to it, members of Congress on both sides of the aisle are going to risk their own asses/careers and risk being judged by history as a bunch of weak-willed pussies (to use a Trumpism) who sat by and let a real estate developer/reality TV show host run roughshod over the Constitution you are sorely mistaken.
Chart Check (Goldman Forecasts)
The vampire squid’s crystal ball…
A Cliffs Notes Guide To Europe’s Electoral Trial By Fire
While it’s certainly tempting to focus squarely on the political upheaval that’s sweeping the United
Obama National Security Advisor Calls Trump “Stone Cold Crazy,” Decries Role For “Nazi” Bannon
“This is stone cold crazy. After a week of crazy.”
Chart Check (I’ll “Pass”)
“Great rotation”…
Trump Moves To Topple NY Times
There goes freedom of the press…
“America First”: What Traders Will Be Watching Next Week
Ok, so it turns out that even if Congress is willing to suffer Donald Trump
Here Is Tim Cook’s Letter To Apple Employees Re: Trump’s Refugee Policy
“This is not a policy we support.”
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