“…the deal will become far worse for them.”
Category: Markets
What’s Next In The US-China Trade Standoff?
“It’s very simple!”
Goldman: ‘There Is Limited Combined Firepower To Buy Stocks’
On the bright side, there’s always buybacks.
Nomura’s Charlie McElligott Recaps Critical Market Dynamics, Macro Themes In Sweeping New Interview
Around the world and back again.
The Macro Tourist Talks Vancouver, Casinos And Grandma
“Sure. Be my guest. But I warn you, it hasn’t been nice.â€
Here Are The 4 Drivers Of The ‘Local Vol. Ceiling’
Fleeting stabilization?
Crazy Like A Fox?
A fine line…
Desperate Times…
… call for desperate measures.
Is Negative Convexity Risk ‘Flashing Red’?
Spoiler alert: “Not yet”.
With Stocks In Free Fall, Turkey’s Monetary Policy Descends Into Farce
Soft, rubber mallets.
Tensions on The Front Burner – Full-Flame
At least Bitcoin is doing well.
Broken Deals And Shattered Rally Dreams
There’s an “art” to this.
This Looks Like Another Record Year For Bond Defaults In China…
No time for complacency.
Trading Trade And A ‘Spiral Away From Equilibrium’
“What if markets do not understand how policymakers will respond?”
Nomura’s McElligott On VVIX, More Mechanical De-Risking And ‘Pure Minsky’
“If you’re short vol, you make money…but eventually die. But if you’re long vol, you die before you make money.â€
More Questions Than Answers In Latest Chinese Trade Data
If you’re looking for clarity on China’s economy from the April trade data, you can look elsewhere.Â
‘The Real Surprise Is That It Took Trump Until Sunday To Blow Up’: Trade Outlook Sours Further As Details Of Rift Emerge
Slowly but surely, a more complete picture is emerging of what went wrong between the US and China.
‘You’ve Reached Jay Powell, I’m Unavailable Right Now, Please Leave A Message’…
…straight to voicemail.
Nomura’s McElligott ‘Rubbernecks’ Tuesday’s Crash, Says ‘Flow Risk’ Is Materializing
“It currently looks as if as we are seeing this supply ‘tip’ into realization”.
Jeff Gundlach Delivers Surprisingly Cogent CNBC Interview, Calls Out Fed, Trump Administration
“We’re numb to that because of social media.”
‘Shut Up And Get To Work’: The World Is Underestimating Matteo Salvini
“That’s the final warning.”
Vice Chair Clarida Isn’t Sure You’re Getting The Message
Any perceived recalcitrance will be met with jeers.
Burnt Turkey.
“Whatever we did to the terrorists threatening our borders, we will do the same” to economic saboteurs.
Watching, Waiting
Minutes to midnight (Friday).
Anarchy Reigns: After Stunning Reversal, Markets Blindsided Again By New Tariff Headlines
Don’t call it a comeback – no, really, don’t.
Surprise! Erdogan Nullifies Istanbul Vote – Cue Incredulous EM Watchers
If you didn’t see this coming, you have nobody to blame but yourself.
The Best-Laid Plans: Wall Street Weighs What Could Go Wrong With Trump’s China Gamble
“While that may well be the plan”…
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