“…over time the cumulative cost can become very high.”
Category: China
Narrative Check: Brexit, Trump, China Stimulus And An Update On Charlie’s CTA Model
Ok, it’s time for “narrative” check – as it were.
Surprise: China Tips More Stimulus As Economy Falters
We’ll see what the half-life on this is.
Nomura’s McElligott Weighs In On China, Stocks And Reflation Skepticism
Predictably, markets start the new week torn.
World Reacts To China’s December Trade Fumble
This will likely get worse before it gets better.
China’s December Trade Data Is, Well, Not Great…
“Juuust a bit outside.”Â
US Releases Official Nothingburger Statement On China Trade Talks
If Trump wants to rescue markets, he’s going to have to do better than this.
‘V’ Is For ‘V-Shaped’
Waiting on “a message”.
China’s Latest Attempt To Rescue Sentiment Falls Flat
We’re gonna need more than that.
Apple’s Guidance Cut Is Proof That Trump’s Trade War Is Coming Home
“…we see it as part of a much part of a much broader picture.”
China Delivers RRR Cut Amid Rapidly Deteriorating Sentiment
Welcome news, but no game changer.
Hong Kong Shares In Wednesday Bloodbath Marks Stark Contrast To Euphoric 2018 Start
I’m old enough to remember January 2018, when…
Nikkei Suffers Grievous Loss In Dramatic Rout While Plunge Protection Team Rides To Rescue In China
All (not) quiet on the Eastern front.
China Tips More Stimulus, But Does Anyone Care?
Too little, too late?
‘Linked By A Common Thread’: Why One Analyst Isn’t Buying The EM Bull Story For 2019
“The plunge in EM asset values and localized crises (Turkey, Argentina) are not unconnected.”
Friday’s Trade Narrative Is Brought To You By Delicious American Corn And U.S.-Built BMW SUVs
Crank up the South Carolina BMW plants.
Kovrig, Meng, Spavor, Rodman And The Twilight Zone We Now Call Reality
The Austin Powers franchise is calling – it wants its sequel back.
That Time Albert Edwards Almost Died In A Road Rage Incident And How It Relates To The Trade War…
“I have had a few motorcycle accidents”…
Wednesday’s Trade Rumor Ramp Is Brought To You By WSJ And ‘Made In China 2025’
Commence the daily trade rumor pump!
As Huawei’s Meng Freed On Bail, Trump Says He May Intervene To Save Trade Deal
“Whatever’s good for this country, I would do.”
Two Scoops Of Crazy: Insane Trump Border Wall Presser, WaPo China Bombshell Blindside Markets
“I would be proud to shut it down.” And so much more.
China Thinking About Slashing Tariffs On U.S.-Built Cars – Here’s The Irony…
Trump doesn’t understand how any of this works – just a reminder.
China Summons U.S. Ambassador In Huawei Standoff, Accuses Washington Of ‘Violating The Rights’ Of Chinese Citizens
The U.S. has violated the “legitimate rights and interests of Chinese citizens”.
China’s November Trade Data Proves Everyone Is Losing In Trump’s Trade War
The “front-loading” just wore off.
Trump Now Taking Hostages, Will Use Huawei CFO As ‘Leverage’ In Trade Talks
This is a bad idea.
Chinese Shares Not Amused With S&P Futures Crash, Huawei Arrest
It all started with an overnight plunge in S&P futures…
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