Category: europe

black swan emerging markets europe FX germany high yield S&P 500

“Listen! Do You Smell Something?” Canaries In The Coal Mine

“So on a morning of relative calm with S&P 500 futures trading at all-time highs, I thought I’d take the opportunity to focus on a few potential canaries in the coal mine of risk-on to watch.”

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euro europe germany globalization goldman sachs peter navarro populism Trump

Goldman: Trump Threatens Europe With Strongman “Bilateral World Order”

So you know, the percentage of the European population that’s still sane (and that’s an ever dwindling number apparently) would have really appreciated it if Trump would have just been satisfied with the damage he’s already done rather than piling it on by dispatching Peter Navarro to weigh in on the legitimacy of the common currency.