“Mobilizing” to find a “solution”.
Category: europe
Reciprocity: Full Week Ahead Preview
Trade, immigration and “covfefe” – what else is there?
The Wrong Side Of History.
Of populism, propaganda, Salvini and the Trump TIME cover.
Moment Of (No) Clarity.
Aaaand that’s the week.
The Hateful Eight.
Lucky number 8.
‘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.
Bitter Coffee.
A spoonful of sugar, helps the medicine go down.
After All That Hype.
Aaand that’s the week.
‘Draghi Delivers His Classic’: One Bank’s Take On The ECB And How To Trade It
Dovish rabbit out of a hawkish hat.
Draghi Sticks Impossible Dismount, Puts Dovish Spin On QE Expiration Date While Simultaneously Adopting Date-Based Rates Guidance
Well, say what you will about the relative merits of Jerome Powell’s “plain English” approach to press conferences, but Mario Draghi just delivered a clinic in how to do this “right.”
ECB Announces September Taper, Will End QE In December, Rates To Remain On Hold Until Summer 2019
And there it is, folks. At least you’ll get €15 billion/month through December and a commitment to keep rates on hold through next June.
No Resolution.
Aaand that’s the week.
‘Really Bad Accidents’: Playing The Strategic Trade War Game
You de-escalate. No, you de-escalate. No…
Back To 2011? Not Exactly.
Don’t panic.
Fly Eagles, Fly.
A listless Tuesday.
Pardon Him.
Put on your tinfoil hats and let’s make some damn money.
Relief, But Not-So-Great Expectations.
“Unanimous concern and disappointment” and deteriorating sentiment despite a bid for the periphery.
All Enemies, Foreign, Domestic, Real And Imagined: Full Week Ahead Preview
Shifting alliances, political turmoil, conspiracy theories and just the usual crazy shit.
Italian Junk Food.
“Currently, the yield differential between EUR HY and Italy 5yr bond is the tightest it has been throughout the whole history of the EU sovereign crisis, going back to 2010.”
Spain Likely Headed For New Elections, But For Now I Guess Let’s Buy Spanish Assets Because Nobody Liked Rajoy?
He “respects your decision” but don’t you expect him to “share” it, ok?
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