“On Friday, I was convinced that we were all going to be trading MXN vol for some time. Wrong.”
Category: Markets
Nomura’s McElligott Warns On Stagflation, Says Fed May Stumble Into ‘De Facto Hike’
“The risk is that this inability for the Fed to keep pace with market pricing could create a de facto ‘hike’.”
FedEx Nailed By UBS Price Target Cut Following China Probe
This just “adds to the current backdrop of weak international airfreight activity.”
Students, Researchers Are Latest Victim Of Trade War As China Warns Against US Crackdown
“Strengthen your risk assessment.”
Trump Was Thiiiis Close To Slapping Tariffs On Australia Last Week, Had To Be Restrained By Pentagon
“The Australian situation.”
You Could Scarcely Conjure A More Dramatic Setup: Full Week Ahead Preview
If you’re not excited, well, get excited.
China Appeals To US Voters In White Paper: “Trump’s Trade War Has Not ‘Made America Great Again'”
“China will act rationally in the interests of the Chinese people, the American people, and all other peoples around the world.”
‘I Want To Do This’: How Kushner And Lighthizer Failed To Stop Trump’s ‘Beautiful’ Mexico Tariffs
“The word TARIFF is a beautiful word indeed!”
While You Were Distracted With Mexico And China, Trump Started Another Trade War On Friday
“I have determined that India has not assured the US that it will provide reasonable access to its markets.”
‘Clearly, Trump’s Stock Market Pain Threshold Has Yet To Be Reached’
“Figuring out his pain threshold is a challenge.”
Congratulations FedEx! You Will Now Join ‘Great Patriot Farmers’ On The Frontlines Of The Trade War
“The investigation into FedEx will be a warning to other foreign companies.”
‘The Last Thing We Need’
All in all, it was a fittingly sour end to the second-worst May for US equities since the 1960s.
Two Major Banks See Fed Rate Cuts By September – If Not Sooner
It’s getting serious now.
Out Of The Way Bob Lighthizer, Stephen Miller Will Take It From Here
It’s not clear what’s more disconcerting in this scenario.
Mexican Standoff.
It would be supremely ironic is “Tariff Man”‘s Waterloo turns out to be duties related to illegal immigration.
‘Marking To Misery’ Bond Rally Goes Mental, As Bund Yields Touch Record Low
Where’s the bottom for yields?
America The ‘Unreliable Entity’ Prompts China To Establish Corporate Blacklist, Rare Earths Plan Said Ready
Witness the spiraling nature of conflict.
‘Tariff Man’ Announces Duties On All Goods From Mexico Starting June 10th
“On June 10th, the United States will impose a 5% Tariff on all goods coming into our Country from Mexico.”
Trump Rattles Markets Anew As Details Of Mexico Tariffs Show Rate Rising To 25% Within Months
Eventually, everyone will get tired of this charade
Mike Pence Can ‘More Than Double’ Tariffs On China, But Right Now He’s More Concerned About Kawhi Leonard
Mike Pence isn’t good for much, but you can count on him for three things…
And Now, A Hot Take Rant On ETFs And Liquidity…
Imagine that, right?
Italy On Brink Of Rule-By-Matteo, As Salvini Threatens To Pull Plug On Government
Nobody should be surprised by this.
Nowhere Fast: Trump Bogged Down As US Wades Into Multi-Front Trade War
Here we are – walking into meetings with America’s closest allies and proudly pointing at bulging binders.
And Then, Things Really Started To Go Wrong…
Things have taken a wholly unfortunate turn into month-end.
Goldman: Easy Monetary Policy Won’t Be Enough If Growth Doesn’t Pick Up Soon
Suddenly, we’re back in the teeth of the global slowdown narrative.Â
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