Bad news is just bad. And cross-asset returns since the latest tariff escalation reflect as much.
Category: Markets
Hong Kong Goes From Bad To Worse As Property Shares Dive Into Bear Market Amid Airport Upheaval
It is just a matter of time.
A Tale Of Two Century Bonds
What a time to be alive.
Monday, Bloody Monday On Wall Street Amid Argentina Crisis, Relentless Safe-Haven Bid
Risk-off from start to finish.
2 Simple Reasons Why US Assets Are Now More Vulnerable To Volatility In China’s Currency
This was always the risk.
In Argentina: Total Meltdown
“All the pollsters have failed”.
With Risk Assets On Razor Edge, One Strategist Sees Potential Near-Term Catalyst
‘Bleeds’ and ‘sling-shots’.
Hong Kong Turmoil Hits Fragile Sentiment As Flights Canceled, China Cites ‘Terrorism’
“[Protesters] exhibited sings of terrorism”.
China’s Credit Growth Comes Up Woefully Short, Raising Concerns At Critical Juncture
All in all, this isn’t great news.
Goldman No Longer Sees Trade Deal Before 2020 Election, But It’s Not All Bad News
It’s a “fool me once” type of thing.
4 Reasons Why One Bank Thinks A ‘Quick, Major Comeback’ For Stocks Is Unlikely
Maybe later, but not now.
Tail Risks, FX Vol. And Tangled Christmas Lights
But here’s the paradox…
Black Swans Crash Summer Dog Days For War-Weary Markets
Or, at least, gray rhinos.
If Central Banks Fail, Here’s What One Bank’s Clients Will Be Buying
What do you buy if “quantitative failure” comes calling?
The Simple Reason Why The S&P Is Just 3.5% From Record Highs (And Why Gold Is Surging)
Despite the unwelcome turmoil and surging safe havens, stocks are resilient.
Former Chinese Central Bankers Say Currency War Risks Rising, Official Warns Of ‘More Measures’
Meanwhile, the People’s Daily is on offense.
August Market Turmoil Proves ‘Bad News Is Good News’ Trading Philosophy Has Limits
Perverse dynamics only persist until their inherent contradiction is exposed.
Meanwhile, In Turkey, Erdogan Purges Central Bank, Gets $1 Billion High Five From China
“Really disappointing”.
Bond Infatuation Nears Record Extreme As Duration Obsession Hits Escape Velocity
For now, anyway, the exit from this self-fulfilling prophecy appears to be blocked.
Trump Shakes Up Markets With Dizzying String Of China, Huawei, Fed, Dollar Comments
“If we don’t that’s fine, if we do that’s fine”.
In Junk Bonds: Exodus
So, is there any good news here?
Italian Bonds Plunge As World Prepares For Effective One-Man Rule In Matteo Salvini’s Italy
It’s a wrap. Italy now belongs to one man.
As UK Economy Posts Shocking Contraction, One Bank Raises Odds Of No-Deal Brexit To 50%
The UK is now one more bad quarterly GDP print away from a technical recession.Â
Bernanke Deputy Kohn: Political Pressure Is Nothing New, But Trump’s Recent Actions Unique In History
“I am somewhat worried that constant criticism could over time undermine public support for Fed independence”.
S&P’s Bloody Week Turns Green, Goldman Cools On Bond Rally And Hope Floats For Stable Yuan
Fingers crossed. “Thoughts and prayers”.
Elections Are Coming: Salvini Pulls Plug On Italian Government At Long Last
It was a long time coming.
Carl Icahn Suggests Trump Is Wrong On Fed, Says ‘Just Cutting Rates Isn’t The Answer’
“If it were that easy, you’d never have these cycles”.
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