“Trumpian uncertainty is total uncertainty.”
Category: Markets
Goldman Interviews Michael Pillsbury, The China Hawk Who Captivated Trump’s ‘Very, Very Large Brain’
“If I was President’s Trump campaign manager”…
One Strategist Feels ‘Four Years Younger Today’, As Bad News Is Made Great Again
“This is a major relapse”.
Strategy Or Dumb Luck? Nobody Knows
We may have been duped.
Italian Bonds Are On Fire
Meanwhile…
Jobs Report Misses Lowest Estimate Boosting Rate Cut Bets
This will only make the easing calls grow louder.
German Economy Gets More Bad News
Germany can’t catch a break.
A ‘Tremendous’ Yi Gang Sends Yuan Plunging To Weakest Since November
“We have plenty of room in interest rates.”
Pence Throws Cold Water On Mexico Talks, Says Tariff Man Still Running On Schedule
“Our position has not changed.”
Just Call It A Coin Flip: 40% Chance Trump Slaps Europe With Auto Tariffs, Goldman Warns
The whole thing is now maddeningly reflexive.
Draghi Leaves The Bazooka In The Box
Consider this underwhelming.
China’s ‘Nasdaq’ Dives Into Bear Market As Beijing Prods Local Governments To Unleash Stimulus
We’re gonna need more stimulus.
First Day Of Mexico Talks Ends With No Deal As Trump Says Proposals ‘Not Nearly Enough!’
Mexico tried, and failed.
‘Maybe Trump Is A Genius After All’
The eternal question: Is he crazy like a fox?
As Ford Lands In China’s Crosshairs, Corporate America Holds Its Breath
“I’m hoping that doesn’t happen”.
Peter Navarro Versus The Worst ADP Report In Nine Years
“Congress has failed as an institution.”
Nomura’s Charlie McElligott And The ‘Grabby Squeeze’
“There’s not a lot to debate here”.
EU Officially Comes For Italy
“We’re not concerned.”
Not-So-Lonesome Doves.
If there was a message to be heard, it was received loud and clear.
‘We Think It’s Going To Get Worse’: Another Bank Throws In Towel, Calls For Fed Cuts, Slashes Growth Outlook
“We are once again forced to chop our forecasts”.
‘Tariff Man’ Braces For Veto-Proof Kryptonite As Republicans Balk At Mexico Gamble
“Oh I don’t think they will do that.”
Rate Cut Mania Leaves Central Banks Struggling To ‘Out-Dove’ Market Demands
Jerome Powell isn’t the only central banker who’s under pressure to “out-dove” a “doved-up” market.Â
China Says Citizens Who Don’t Want To Be Shot And Robbed Should Avoid Traveling To America
“In case of emergency”.
(Anti)Trust Me.
Bad timing.
As Bullard Tips Rate Cut, Here Are A Couple Of Simple ‘Catch Down’ Charts
We’re now witnessing a veritable mania in Fed cut speculation.
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