“Hello? Yes, it’s me. The guy who accused you of ‘ripping off the world’ on Tuesday.”
Category: Markets
Tasseography And The Shrinking Playground.
Tea leaves, optimal control problems, and inner and outer limits…
Goldman: S&P EPS Growth Will Flatline In 2019 If Trump Goes All In On China
To say the market got a “reprieve” from trade frictions this week wouldn’t be entirely accurate…
Too Much Finance
It’s heartening to see mainstream economists advancing from broad-brush findings that Too Much Finance is bad to more finely detailed accounts of how it’s bad.
Mob Hit: Italian Assets Whacked In Bloody Friday Rout
Sonny on the causeway and such.
‘We Do Not Think Markets Will Appreciate This’: Italy’s Populists Successfully Blow Up Budget
“We see this as a defeat for Mr Tria, as a guarantor of fiscal prudence.”
‘What Is Going On?’ One Bank Sifts Through The Noise
“At the risk of over-simplification, and to misquote James Carville, it’s the US economy, stupid.”
These Are The Three Most Vulnerable Areas To A Rising Risk-Free Rate
The straw that breaks the camel’s back…
Hong Kong Hijinks: Here Comes A Bursting Property Bubble
“This is fine.”
Racing A Thunderstorm: Indonesia’s Fifth Rate Hike Since May Underscores EM Fed Angst
Well, you can’t say they aren’t trying.
Italian Assets Crushed As Populists Upend Budget Talks At Last Minute
Predictably, the fraught Italian budget negotiations went off the rails at the last minute.
Marko Kolanovic: Current U.S. Policies May Accelerate Global De-Dollarization Push
“…the question arises whether the rest of the world should diversify away from the risks of the USD and USD-centric finance.”
Fed Hikes Rates, Removes ‘Accommodative’ From Statement: Full Coverage
And now, the main event.
What To Expect From The Midterms And The Convergence Trade, According To Marko Kolanovic
Reading the tea leaves.
Albert Edwards: ‘It’Â’s Always Brightest Before Dusk (OK I Made That Up!)’
“But in the same way that it is ‘always darkest before the dawn’ surely the opposite is also true.”
Goldman Updates Oil Forecast Following Trump’s U.N. OPEC Broadside
“The catalysts for this last rally appear clear”.
In Brazen Move, Europe, Russia, China Establish SPV To Circumvent Trump’s Iran Sanctions
“The question is whether this will work.”
Peter Navarro Promises More China Tariffs, Says ‘Small Things’ Impeding Canada Talks
Unfortunately, Peter Navarro was on national television this morning…
As Yields Rise, The Ghost Of Diversification Desperation Comes Calling
Here comes the stock-bond return correlation debate (again).
In India, ‘Another Fed-Induced Tightening Tantrum’
And don’t say Urjit Patel didn’t try to warn you.
‘Paid For By The People’s Republic of China’: Xi Runs 4-Page Des Moines Register Ad On ‘Trump’s Folly’
“Beijing can set an example for the world.”
Something For Everybody: Full Week Ahead Preview
Whether you’re a geopolitics buff, a Beltway junkie or a market addict, the week ahead has you covered.
‘Someone Get King Salman On The Phone’: OPEC+ Just Ignored Trump’s Twitter Demands
Donald Trump is furious about oil prices again and this time around, OPEC doesn’t care.
You must be logged in to post a comment.