So, fear the “rogue” inflation upside surprise, one supposes.
Category: Markets
‘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“…outdated, old and imposed without any sense.”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.”
Only The Dead Have Seen The End Of (Trade) War
“…will only get worse.”
Markets Warily Weigh Aggressive Trade Banter As New Week Dawns
“We are right where we want to be.”
‘Big League’ Drama: Full Week Ahead Preview
Barring something (else) out of left field, the week ahead will be dominated by trade jitters.
‘This Trade War Has Been Personalized’: One Bank Frets Over ‘Totally Unexpected’ Escalations
“We must approach our analysis with humility”.
Here Are The Macro And Market Implications Of Three Main Trade War Scenarios
“Risk of global recession”.
As Trump Threatens China Again, Here’s What Happens To Inflation In A Worst-Case Tariff Scenario
“…the deal will become far worse for them.”
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…
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