It would be supremely ironic is “Tariff Man”‘s Waterloo turns out to be duties related to illegal immigration.
Category: Markets
‘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
That Anomalous German Jobless Print Is Somewhat Unnerving, No?
Apparently, some of this is down to a statistical change, but…
The ‘Marking To Misery’ Trade Has Accelerated
It’s now exceedingly difficult to ignore what bonds are trying to “say”.
Steve Mnuchin Declines To Name China A Currency Manipulator, Will Leave That To Trump’s Twitter Account
“Treasury continues to urge China to enhance the transparency of China’s exchange rate.”
‘What I Can Tell You Is That The People Would Be Unhappy’: Another Day, Another Rare Earths Threat From China
This is probably more about the signaling effect than anything else.
Month-End Rebalancing Hopes And Fed Pricing As ‘Just Another Measure Of Market Fear’
Assuming Trump can abstain from further trade escalations for a couple of days, “all else” might in fact turn out to be “equal.”
An ‘Exchange Of Letters’, A Succession Plan Gone Awry And The Familiar Paradox
As night follows day…
America Can’t Escape The Reality Of Trump’s Trade War Forever
Eggs will be broken.
In Complete Coincidence, EU Leaks Plans To Punish Italy For Budget After Salvini Election Triumph
“The mood is definitely for action.”
China Desperate For Trade Deal, Trump Imagines
“I don’t believe they can do that.”
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.
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”…
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