“The European Union is almost as bad as China, just smaller.”
Category: Markets
There’s Blood In The Water For Emerging Markets – Again
It’s not over.
‘Say Hello To My Little Friend!’ Argentina Hikes Key Rate To Cartoonish 60% As Peso Breaches 40
Spoiler alert: It probably won’t work.
‘Epic’ Highs, FOMO And An October QT Hangover
A momentum surge and then, a quantitative tightening “triple-whammyâ€.
‘We’re Willing If You Are’: Europe Calls Trump’s Bluff On Zero Car Tariffs
“That’s what we learned at the Wharton School of Finance 
As Yuan Turns More Volatile Than Euro, Turnover Soars
“Avoid herd behavior.”
Argentina’s Peso Crashes As Macri Asks IMF To Hurry Up With More Bailout Money
That wasn’t what the market wanted to hear.
Meanwhile, In Turkey …
“In case you were wondering whether the news is getting any better for Turkey, the answer is ‘no.'”
R.I.P. Irony: Italy Will Ask ECB To Create New QE Program In Anticipation Of E.U. Budget Fight
“If the ECB covers you, markets can’t speculate because they don’t make money.”
Steve Mnuchin Isn’t Worried About The Yield Curve – ‘At All’
“It’s a market condition.”
Google Now In Trump’s Crosshairs As Larry Kudlow Says White House ‘Investigating’ Search Bias
Move over Amazon, Trump has a new target.
Northern Exposure: What Wall Street Thinks Of Trump’s NAFTA Replacement Deal
“On its face, the US negotiating stance appears to create some risk for Canada.”
Trump Strikes Trade Deal With Mexico, Renames NAFTA
“We’ll get rid of the Nafta name.”
Tennessee’s State Retirement System Feels The Pain As Turkey ETF Crashes 50%
“Inflammatory and stupid”.
One Bank Says U.S. Midterms Will Spark Emerging Market Rally And Then…
Expect a reprieve, but beware 2019.
Psychological Overhang: Full Week Ahead Preview
U.S. politics and trade are likely to dominate the headlines this week.
BIS: Trump’s Trade Policies Could Create ‘Perfect Storm’, Cause Global Financial Crisis
“Protectionism could set off a succession of negative consequences. If all the elements were to combine, we could face a perfect storm.”
There’s News On NAFTA, And For Once It Isn’t Terrible
Anything that isn’t bad news is great news.
Turkish Tech Minister Says Maybe Digital ‘Barter System’ Might Work If Trump Weaponizes Dollar
“…this war has turned into a financial war.”
This Simple Measure Suggests Investors Are The Least Myopic They’ve Been In 20 Years
Let’s see what happens over the next couple of years when equity volatility resets to some semblance of normal.
Trump Will Now Bail Out Italy In Honor Of Closest Historical Analog
“I laughed quite a lot, when I saw the report.”
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