“The main risk to our pro-cyclical and non-US tilt is a spiraling escalation of the trade war, political tail risks in Washington, and failure of the Fed to recognize those potential developments.”
Surely someone will find this “enticing”…
“…we believe the US could announce plans to impose tariffs on ‘phase three’ within the next couple of weeks.”
Wilbur needs you to understand that everything is under control.
Brace yourselves for a war of attrition.
Back to the “melt-up”.
And just in time for Tim Cook to rollout the new models. How fortuitous.
“We are looking forward to a more beautiful counter-attack.”
“Hand over your trade policy and I’ll release global markets”…
“The changes, the inflections that are made happen unemotionally and happen with significant leverage behind them.”
Who’s thirsty?
“I am the most concerned I’ve ever been.”
In case you weren’t sure…
“A lower-for-longer strategy is attractive for several reasons. “
“The rise in CFO created a high-quality problem for managements: How should they spend all the cash?”