But beware “miscalculations”.
Category: Markets
Deutsche’s Kocic: ‘Rates Gamma Is Still Not Relaxing’, Here’s Why
“…this is a possible continuation of the March episode.”
Trump Officially Condemns Europe, Japan To Six Months Of Hellacious Auto Trade Talks
Whether or not this is a genuine nod to the desirability of solving disputes amicably is questionable, at best.
Deere In Headlights: ‘People Are Getting Nervous About The Farmers’
“Ongoing concerns about export-market access”…
China Digs In With State Media Blitz Presaging Long War With ‘Tricky Bandit’ Trump
“If anyone thinks the Chinese side is bluffing, that will be the most significant misjudgment.”
‘It’s The Equivalent Of A Nuclear Bomb’: Trump’s Huawei Gamble Heightens Risk Of Sino-US Cold War
“It seems to us the war is indeed spreading beyond tariffs”.
Marko Kolanovic: The Trump ‘Put’ Is 3-4% Out Of The Money
“The ‘Trump put’ has now evolved into a ‘Trump collar’.
As Walmart Tells The Ugly Truth About Tariffs, Wilbur Ross Has A Propaganda Party With Maria Bartiromo
“We will do everything we can to keep prices low, but”…
‘Bandit Logic’ And Gamma Gravity
Local stability, but mind the “bandit” at 1600 Penn.
Huawei Blackballed And The Return Of Raging Rates Moves: A Macro Odyssey
Good luck sorting out what’s in the driver’s seat.
Fearing Multi-Front Trade War, Trump Administration Backs Off Europe, Canada, Mexico
Someone over the White House thought it might be a good idea to avoid fighting a multi-front trade war.
Trump Decides Now Not Great Time To ‘Rid Fifth Avenue Of Mercedes’
Now we’ll all wait on the inevitable tweets.
‘Growth Scare 3.0’ And The ‘Largest Cross-Asset Vol. Risk’
So, fear the “rogue” inflation upside surprise, one supposes.
‘Stay Out Of Italy’: Market Sours On Italian Assets As Salvini’s Budget Broadside Adds Insult To Injury
“…outdated, old and imposed without any sense.”
‘Literally Bad’ Data Is Good News For Chinese Stocks – At Least For One Day
“[The numbers] are literally bad”.
Key Chinese Activity Data Shows Economy Decelerated In Weeks Ahead Of Trump’s Trade Escalation
The problem isn’t so much the numbers as it is the timing.
‘A Rising Dollar Is The Canary’
“Investors should keep a close eye on this.”
Matteo Salvini Will ‘Spend Everything He Should’ And If You Don’t Like It, ‘That’s Not His Concern’
“Shouting our mouths off.”
‘Game Over, We Win!’ No Pressure Or Anything, But Trump Wouldn’t Mind If Fed Did A Little Competitive Easing
“If the Federal Reserve ever did a ‘match'”.
Why Nomura’s McElligott Sees Scope For An ‘Optical’ Market Bounce
“This is where I expect [the] next wave of monetization in hedges”…
Trump’s Endless Trade War Draws Ire Of Chinese Propaganda Machine, US Farmers Alike
“We can make a deal with China tomorrow. No way!”
Trade, Fed Policy And Recession: It’s Complicated
“We’ll let you know in about three or four weeksâ€.
‘Live Asses’ And ‘False Beards’: Trump’s Trade War Turns Surreal Amid Horrendous Stock Slide
When Trump says “all-in”, he means “all-in.”
After Last Week, Goldman Asks: ‘What Would VIX Do On A Larger Downturn?’
The discussion always comes back to liquidity…
Lira, Turkish Stocks Crash (Again)
Erdogan will now loot “legal reserves” to plug budget holes.
Shots Fired: China Ignores Trump Threat, Retaliates, Teases Treasury Nuke
And now, things get interesting.
Oh Well, There’s Always Crypto…
“…at least optically.”
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