So, how serious is the administration about “national security”, really?
Category: Markets
Marko Kolanovic: Unless There’s An External Volatility Shock, Equity Exposure To Increase
“Once exposure starts to increase, it tends to continue until”…
Trump Decides To Make Fun Of China’s Economy, Hints At More Tariffs
“China wishes it had not broken the original deal”.
Summer Lull Meets Data Deluge, Earnings: Full Week Ahead Preview
Markets are ostensibly free to focus on the “fundamentals” again.Â
For These Investors, It’s ‘Still All About China’
But a little bit about recession, deflation and currency wars, too.
As ‘VaR Shock’ Talk Gets Louder, Let’s Keep The ‘Tantrum’ Tabloid Calls In Perspective
Of course, waxing hyperbolic/hysteric is something different from warning that something is possible.
‘I Think It’s Extremely Important’: As Stocks Hit New Records, Here’s This Week’s Simple Takeaway
Maybe good news can actually be interpreted as positive for risk assets again.
Albert Edwards: Trump ‘Will Take The Global Currency War To A Whole New Level’
“Expect the dollar to fall bigly”.
As China’s Latest Trade Data Disappoints, Market Sees Canaries In Singapore
“Canaries”, “coal mines” and such.Â
Nasty 30-Year Auction Underscores Tantrum Risk
It doesn’t do anybody any good to wax hyperbolic/hysteric, but…
‘There Are Too Many Signs Of Slowdown To Ignore’ – Some Doubt Fed’s Ability To Avert Downturn
“…the end of the cycle is more likely than a third temporary loss of momentum”.
The ‘Ammo’ Problem Is Back – And It’s Worse Than Ever
The same worry, but now it’s more acute.
In June Minutes, Fed Admits Expectations For Rate Cuts Main Reason Why Financial Conditions Still Supportive
“…those conditions appeared to be premised importantly on expectations that the Federal Reserve would ease policy.”
The ‘Faint Heartbeat’ Exchange: AOC Corners Powell On Phillips Curve Implications For ‘Modern’ Policymaking
“Modern policy making considerations.” With an emphasis on “modern”.
‘No Ma’am’. Powell Tells Maxine Waters He Ain’t Goin’ Anywhere
“If you got a call from the president”…
Powell Sounds Dovish Tone In Make-Or-Break Congressional Grilling
“…it appears that uncertainties around trade tensions and concerns about the strength of the global economy continue to weigh on the outlook”.
Trump Said To Be Slowly Losing Mind Over Inability To Weaken King Dollar
Get ready Steve Mnuchin, you’re about to be in charge of perpetrating an all-out currency war.
‘This Guy’s Crazy And The World’s On Fire’
That wouldn’t necessarily be hyperbole.
Rewrite The Textbooks.
If this goes on for another five years…
Sour Patch Kids.
All told, there’s not much to like this week.
‘Unsustainable Inconsistencies Could Lead To Sharp Adjustments’, One Bank Euphemistically Warns
“…this does not necessarily lead to a healthy and sustainable economy”.
Plunging Lira, Deutsche Bank News, Japan-Korea Spat Make For Inauspicious Start To Crucial Week
None of this sets a particularly upbeat tone.
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