As China Threatens Yuan Shorts With ‘Huge Losses’, Here’s The Ultimate Irony
Still, you can hardly blame the market for thinking the yuan is headed lower.
Category: Markets
What Really Matters?
It’s too hot to go out, but too nice to stay in.
Long Live The Zombies
“The dark side of stimulus.”
Markets Eye December Circuit Breaker To Save Stocks From ‘Massive’ 4% Monthly Slide
It’s worth mentioning, but curb your enthusiasm.
Amid The Worst Stretch Of The Year For US Stocks, The Real Question Is: Why Isn’t It Worse?
“Why are equities so calm if the most plausible outcomes of the trade war are all bearish for growth?”
Trader: This May Be The Hardest Trade On Earth
Whenever these “smart” gurus are all leaning one way, it seldom pays to join them in their trade.
The Worst-Case Scenario Is Now The Base Case
“It is more likely than not”…
S&P Would Fall 7% In Worst-Case Trade War, Goldman Says (Don’t Ask About Any Second-Order ‘Nonlinearity’)
Let’s be clear: It is impossible to estimate the impact of an all-out trade war on equity prices.
Did The Trump Administration Just Announce A Major Currency Escalation?
“This change puts foreign exporters on notice”.
This Bond Love Affair Is ‘Combustible’ And It ‘Could Get Weird’, Nomura’s McElligott Warns
It’s the damndest thing.
The Dollar Shortage Thesis Lingered, Like Stale Cigarette Smoke.
“Global trade is clearly now being dragged into the mud by a ‘vicious spiral’.”
Misery.
The only question now…
