Odd one out…
Category: europe
Markets Relieved After Trump/Abe Meeting, Reflation Narrative Intact
Well, it was all aboard the reflation train right out of the gate in early
Chart Check (Behind The Curve)
As usual…
1.7 Trillion Reasons Why This Whole Populist Thing Is A Terrible Idea
But while populist candidates spewing nationalist vitriol likely won’t do anything to change the fact that Mark Zuckerberg is Mark Zuckerberg and you’re… well… not, do you know what they will do? They’ll end up destroying what little everyday people do have by throwing the entire global order into chaos. And that’s not hyperbole.
Daily Kickstart (China Grateful For Meandering Dollar, “Frexit” Fears Subside)
The overnight session was largely a snoozer on Thursday (no pun intended). The dollar looks
Daily Kickstart (Chinese FX Reserves Fall Below $3 Trillion, Euro On The Back Foot, Senate Weighs Risk Of School Grizzly Attacks)
The “big” news overnight should have been Chinese FX reserves just like China should be back
Daily Kickstart (French Kiss)
“Let’s make it a bad souvenir”…
Daily Kickstart (Fed, Dollar In Focus As Global PMIs, iPhones Boost Sentiment)
Quite a lot of people seem to be hanging their hats on Wednesday’s Fed statement
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
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
Daily Kickstart (Japan Battles Bond Markets, Mexico/Turkey Battle FX Traders, May Meets W/Trump)
As is rapidly becoming custom, we start with FX markets, where the USDJPY rose again,
One Bank’s Bold Prediction For € Credit
Needless to say, I’m a big believer in the idea that the market isn’t properly
Daily Kickstart (“Bigly”)
Making stocks great again.
10 Black Swans
The amusing thing about this (to me anyway) is that it is to a certain extent emblematic of markets’ overwhelming tendency to misprice the tails. These pieces almost read like a guide to the unthinkable – “here’s what happens if everything just goes to complete sh*t”…
Where Liberals Screwed Up
Perhaps trying to frighten voters away from the populist cause by referencing dire economic consequences isn’t the best way to go about things when there are plenty of other common sense arguments for preserving a progressive agenda and for cultivating multiculturalism.
Western Democracy’s Last Stand: Merkel Versus Trump
The irony in all of this is that should Merkel lose the battle, the savior of Western democratic ideals may well end up being a communist…
Wednesday Chart Check (EU Head Scratcher Edition)
Riddle me this Batman…
Daily Kickstart (Welcome Back Japan Edition)
Markets have been rallying quite strongly on this notion of fiscal hope but, as we
“Grinchs” Should Have “Stayed In Bed”, SocGen Says
“The Grinch and Scrooge had better stay in bed this morning”…
Daily Kickstart (Back To Work Edition)
At long last, the holidays are over. I like the peace and quiet as much
An Inflationary Catch-22
The perpetual thorn in policymakers’ side during the post-crisis era has been inflation or, more
Daily Kickstart (European Stocks Get Lift From PMI Data, But Political Jitters Persist)
“While the strong end to 2016 is encouraging news the manufacturing revival clearly remains vulnerable to political risk.”
“Fertile Ground For Conspiracies And Revolutions”
Whether or not we, as a society, can overcome the temptation to surrender our future to a succession of demagogues remains to be seen. And indeed we may be but one tragedy away from seeing the momentum turn irreversibly in favor of politicians who seek to capitalize on fear and intolerance.
“All Bets Are Off”
“If all bets are off then there can’t be any money, can there?”
Your 2017 Guide To European Political Upheaval
I’ve spent a lot of time brow-beating no one in particular about markets’ apparent lack
“Loads Of Emotions And Lots To Ponder”
I’m inclined to believe that those of us who fancy ourselves black swan watchers are
Daily Kickstart (China Liquidity Edition)
“We again have the condition of low volume plaguing markets,” Jingyi Pan, market strategist at IG
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