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Category: Markets

‘Maybe Trump Is A Genius After All’

June 5, 2019June 6, 2019

The eternal question: Is he crazy like a fox?

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17 Comments on ‘Maybe Trump Is A Genius After All’

As Ford Lands In China’s Crosshairs, Corporate America Holds Its Breath

June 5, 2019June 5, 2019

“I’m hoping that doesn’t happen”.

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3 Comments on As Ford Lands In China’s Crosshairs, Corporate America Holds Its Breath

Peter Navarro Versus The Worst ADP Report In Nine Years

June 5, 2019June 5, 2019

“Congress has failed as an institution.”

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2 Comments on Peter Navarro Versus The Worst ADP Report In Nine Years

Nomura’s Charlie McElligott And The ‘Grabby Squeeze’

June 5, 2019June 5, 2019

“There’s not a lot to debate here”.

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2 Comments on Nomura’s Charlie McElligott And The ‘Grabby Squeeze’

EU Officially Comes For Italy

June 5, 2019November 9, 2021

“We’re not concerned.”

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Not-So-Lonesome Doves.

June 4, 2019June 4, 2019

If there was a message to be heard, it was received loud and clear.

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3 Comments on Not-So-Lonesome Doves.

‘We Think It’s Going To Get Worse’: Another Bank Throws In Towel, Calls For Fed Cuts, Slashes Growth Outlook

June 4, 2019June 4, 2019

“We are once again forced to chop our forecasts”.

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‘Tariff Man’ Braces For Veto-Proof Kryptonite As Republicans Balk At Mexico Gamble

June 4, 2019June 4, 2019

“Oh I don’t think they will do that.”

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1 Comment on ‘Tariff Man’ Braces For Veto-Proof Kryptonite As Republicans Balk At Mexico Gamble

Rate Cut Mania Leaves Central Banks Struggling To ‘Out-Dove’ Market Demands

June 4, 2019

Jerome Powell isn’t the only central banker who’s under pressure to “out-dove” a “doved-up” market. 

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3 Comments on Rate Cut Mania Leaves Central Banks Struggling To ‘Out-Dove’ Market Demands

China Says Citizens Who Don’t Want To Be Shot And Robbed Should Avoid Traveling To America

June 4, 2019June 4, 2019

“In case of emergency”.

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1 Comment on China Says Citizens Who Don’t Want To Be Shot And Robbed Should Avoid Traveling To America

(Anti)Trust Me.

June 3, 2019June 3, 2019

Bad timing.

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1 Comment on (Anti)Trust Me.

As Bullard Tips Rate Cut, Here Are A Couple Of Simple ‘Catch Down’ Charts

June 3, 2019

We’re now witnessing a veritable mania in Fed cut speculation.

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8 Comments on As Bullard Tips Rate Cut, Here Are A Couple Of Simple ‘Catch Down’ Charts

‘The Main Story Here’

June 3, 2019

“On Friday, I was convinced that we were all going to be trading MXN vol for some time. Wrong.”

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1 Comment on ‘The Main Story Here’

Nomura’s McElligott Warns On Stagflation, Says Fed May Stumble Into ‘De Facto Hike’

June 3, 2019

“The risk is that this inability for the Fed to keep pace with market pricing could create a de facto ‘hike’.”

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2 Comments on Nomura’s McElligott Warns On Stagflation, Says Fed May Stumble Into ‘De Facto Hike’

FedEx Nailed By UBS Price Target Cut Following China Probe

June 3, 2019

This just “adds to the current backdrop of weak international airfreight activity.”

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Students, Researchers Are Latest Victim Of Trade War As China Warns Against US Crackdown

June 3, 2019June 3, 2019

“Strengthen your risk assessment.”

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Trump Was Thiiiis Close To Slapping Tariffs On Australia Last Week, Had To Be Restrained By Pentagon

June 2, 2019June 2, 2019

“The Australian situation.”

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4 Comments on Trump Was Thiiiis Close To Slapping Tariffs On Australia Last Week, Had To Be Restrained By Pentagon

You Could Scarcely Conjure A More Dramatic Setup: Full Week Ahead Preview

June 2, 2019November 9, 2021

If you’re not excited, well, get excited.

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1 Comment on You Could Scarcely Conjure A More Dramatic Setup: Full Week Ahead Preview

Morgan Stanley Warns Of Imminent Recession From Trade War, While Credit Suisse Sees Fed Cut Next Month

June 2, 2019

“Act accordingly”.

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3 Comments on Morgan Stanley Warns Of Imminent Recession From Trade War, While Credit Suisse Sees Fed Cut Next Month

China Appeals To US Voters In White Paper: “Trump’s Trade War Has Not ‘Made America Great Again'”

June 2, 2019June 4, 2019

“China will act rationally in the interests of the Chinese people, the American people, and all other peoples around the world.”

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4 Comments on China Appeals To US Voters In White Paper: “Trump’s Trade War Has Not ‘Made America Great Again'”

‘I Want To Do This’: How Kushner And Lighthizer Failed To Stop Trump’s ‘Beautiful’ Mexico Tariffs

June 1, 2019November 9, 2021

“The word TARIFF is a beautiful word indeed!”

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7 Comments on ‘I Want To Do This’: How Kushner And Lighthizer Failed To Stop Trump’s ‘Beautiful’ Mexico Tariffs

While You Were Distracted With Mexico And China, Trump Started Another Trade War On Friday

June 1, 2019

“I have determined that India has not assured the US that it will provide reasonable access to its markets.”

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5 Comments on While You Were Distracted With Mexico And China, Trump Started Another Trade War On Friday

‘Clearly, Trump’s Stock Market Pain Threshold Has Yet To Be Reached’

June 1, 2019June 1, 2019

“Figuring out his pain threshold is a challenge.”

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5 Comments on ‘Clearly, Trump’s Stock Market Pain Threshold Has Yet To Be Reached’

Congratulations FedEx! You Will Now Join ‘Great Patriot Farmers’ On The Frontlines Of The Trade War

June 1, 2019June 1, 2019

“The investigation into FedEx will be a warning to other foreign companies.”

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9 Comments on Congratulations FedEx! You Will Now Join ‘Great Patriot Farmers’ On The Frontlines Of The Trade War

‘The Last Thing We Need’

May 31, 2019June 1, 2019

All in all, it was a fittingly sour end to the second-worst May for US equities since the 1960s.

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oil4 Comments on ‘The Last Thing We Need’

Two Major Banks See Fed Rate Cuts By September – If Not Sooner

May 31, 2019May 31, 2019

It’s getting serious now.

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7 Comments on Two Major Banks See Fed Rate Cuts By September – If Not Sooner

Out Of The Way Bob Lighthizer, Stephen Miller Will Take It From Here

May 31, 2019May 31, 2019

It’s not clear what’s more disconcerting in this scenario.

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3 Comments on Out Of The Way Bob Lighthizer, Stephen Miller Will Take It From Here

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