We would respectfully disagree with that assessment. Just because you didn’t aim your missiles at something new doesn’t mean firing missiles isn’t an “escalation.” That’s like saying that if I rob my neighbor once and he warns me not to do it again, it’s not an “escalation” if I rob him a second time as long as I break in through the same door.
Category: kim jong-un
Them’s Fightin’ Words.
There’s tension in the air.
Nikkei Snaps Win Streak As North Korea Threatens To ‘Sink’ Japan With ‘The Nuclear Bomb Of Juche’
 “A telling blow should be dealt to them who have not yet come to senses after the launch of our ICBM over the Japanese archipelago.”
‘The Clocks Stopped At 1:17’…
Ok, get ready.
For now, the fiscal-chaos-can has been kicked, Harvey is behind us, and North Korea’s latest nuclear test has come and gone.
But dead ahead is Irma’s landfall in Florida, North Korea’s “founding day” (which by most accounts will be “celebrated” with an ICBM launch), and of course, more gridlock in D.C. We are, figuratively and literally, in the eye of the storm on Friday.
‘Monday Could Look Very Different From Friday’
“There was a lot of market-moving news yesterday. More to come. Unfortunately for traders, the two items with the biggest potential lasting effects are virtually impossible to handicap. And to make matters worse, we won’t know their punch-line until the weekend: when markets are closed for business.”
Bloomberg: Trump Is Making A Bad Situation Worse With North Korea
“As a negotiating strategy, Trump’s approach is utterly unsuited to the North Korean crisis. For one, it’s almost certain to fail.”
U.S. Seeks Oil Embargo On North Korea, Freeze Of Kim’s Assets: Draft Resolution
It looks like the Trump administration is going to push the “nuclear” option re: North Korea.
No, not that nuclear option.
Einsteinian Insanity, The Chicken Dance, And An Autumn Market Top
But we would caution that you have now run out ahead of your fairy godmother…
As North Korea Fires Missile, The Only Question Worth Asking Is…
“…it appears that someone’s used to opportunity to JBTD.”
‘Euphoria’: What Could Possibly Go Wrong?
“This should be fine.”
‘Things Have Changed Dramatically’: Please Explain Why Markets Don’t Care About Nuclear War
“The market may think that it has history on its side (Chart 3), but the fact that North Korea has demonstrated that it now has the ability to strike the US and that Kim Jong-un appears to be a less rational player than his father and grandfather would suggest that the game may have changed dramatically.”
Geopolitics! Won At 4-Month Low, Lira Sinks, Trump Says ‘Very Severe’ Shit Is Goin’ Down
Well, the won is at four-month low against the dollar on Thursday because, well, because
Trader: ‘Risk Assets Are Ripe For A Correction’ And This Gives Them An Excuse
“Many risk assets are ripe for a correction from elevated levels and North Korea’s latest provocation provides sufficient excuse for traders to act.”
Crude Crashes Abruptly, North Korea Vows More ‘Good-Looking Boys’ For ‘American Bastards’
We just hit technical levels that were a bridge too far at this stage. That’s
North Korea Says ICBM Can Carry Nuke, Will Be Able To Hit US This Year
Kim Jong Un said U.S. must be upset with “gift package” that he sent for its Independence Day and says he will send more in future.
You’ve ‘Got A Case To Be Worried’: Analysts Weigh In On North Korea ‘ICBM’ Launch
“There’s nervousness in the market but whether or not we’ll see panic will depend on whether there’s further escalation. Investors have a case to be worried but whether the worry will turn into something more serious we need to see what develops on the political front.”
Fireworks: North Korea Launches “Anywhere” ICBM, Trump Ponders “Heavy Move,” Central Banks Ahoy!
There’s never a dull moment in a world that’s lost its mind. North Korea celebrated
China Rolling Over + Ballistic Missile Test By Hermit Regime = “Monday Risk-Friendly Tone”
“The weekend news – softer industrial production, Capex and retail sales in China, higher oil prices as Saudi Arabia and Russia agree that output cuts should be extended through Q1 2018, a North Korean ballistic missile test – sees us start in mild risk-friendly tone.”
Traders Be Like “WTF?!” As Trump Is Desperate Despot, Nuclear War Beckons
So the elephant in the room is clearly Donald Trump’s decision to fire FBI Director
It’s Too Quiet: Except For China. And South Korea. And Collapsing Metals.
It’s Tuesday, and they’re voting in South Korea. There’s an annoying power vacuum over there
1 “Smart Cookie” & 5 Absurd Monday Trump Headlines
You know, sometimes you just have to laugh and Monday is undoubtedly one of those times.
As North Korea Fires Missile, Here’s What Kim Jong-Un Doesn’t Seem To Get
I’ll confess that at this point, I’m not entirely sure what Pyongyang is thinking. There’s always
Nikki Haley Isn’t “Looking For A Nuke Fight,” But If That’s What Kim Wants, Well Then…
“What we have said from the beginning and what I’ll continue to say is the United States is not looking for a fight so don’t give us a reason to have one.”
Kim Sees Trump’s “Armada,” Raises Him One “Super-Mighty,” “Ashes To Ashes” Nuclear Strike
“In the case of our super-mighty preemptive strike being launched, it will completely and immediately wipe out not only U.S. imperialists’ invasion forces in South Korea and its surrounding areas but the U.S. mainland and reduce them to ashes.”
SocGen’s Kit Juckes Is “Back From The Alps”: Here’s His Quick Pocket Guide To An Uncertain Market
The tough thing about a market dominated by geopolitical concerns is that geopolitics is country- or at least region-specific. There’s nuance, idiosyncrasies, thousands of years of history peculiar to this country or that, religious undercurrents, etc., etc. You have to take all of that into account when trying to make sense of markets in the context of multiple geopolitical powder kegs.
All Aboard The Geopolitics Train! “Thoughts For The Week Ahead”
All aboard the geopolitical risk train! It took one Brexit, one Trump, a close call
Trump: I â™¥ï¸ China Because I Need To Bomb North Korea. Oh, And Happy Easter!
“Why would I call China a currency manipulator when they are working with us on North Korea?”
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