“In this environment the infamous carry-trade will come under pressure and the misallocation of credit will be revealed.”
Category: Markets
Forget Apple, This Is ‘The Correct $1 Trillion Question’
“Investors take note”…
Man Who Called The FANG+ ‘Storm’ Explains Why Tech Could Fall 15%
“The market has just been getting narrower and narrower.”
China’s Friday Trade Ambush And FX Intervention: Everything You Need To Know
Chess versus checkers.
China Turns Down U.S. Demand To Cut Oil Imports From Iran, In Blow To Trump
If what you’re asking is whether China is going to help isolate Tehran, the answer is “no”.
Dollar Delirium: A Quick Trip Through The Insanity Loop
It’s maddening. It really, really is.
‘Nuclear’ Winter? What The Proposed Russia Sanctions Bill Means For Markets
Turning the screws.
Turkey Roasted: Market Fears The Worst As Lira Plunges, Yields Surge Amid U.S. Sanctions
Come hell or high sanctions.
Markets Recoil In Horror As Latest Trade Threat Sparks Global Stock Bloodbath
“The U.S. is playing a carrot-and-stick tactic on China, but this approach is not going to work.”
Here’s Why You Should Be Concerned About The Latest Escalation In The U.S.-China Trade War
Get ready to be “taxed”, you consumers, you.
Elon Musk Would Like To Kinda, Sorta Apologize For Calling You A ‘Boring, Bonehead’, Care To Listen?
No figurative or literal Teslas crashed and burned today, so that’s good.
Fed Pleased With ‘Strong’ U.S. Economy, Repeats Call For ‘Gradual Rate Increases’
But what does Fed Chair Donald Trump think?
Things Just Got Worse For Turkey As U.S. Said To Ready Sanctions, Lira Heads To No Man’s Land
Erdogan isn’t going to like this.
In Investment Grade Credit, A ‘This Has Never Happened Before’ Moment Emerges
This should be bullish – I guess.
U.S. ‘Blackmail’ Is Bitter Pill For Chinese Stocks
Save us, Steve Mnuchin!
Trump Said To Ponder Raising Stakes On China With Even Higher Tariff On $200 Billion In Imports
Godspeed, Steve Mnuchin.
Things Are Going ‘Far Worse’ Than David Einhorn ‘Could Have Imagined’, But At Least He’s Out From Under His Model S Lease
“We didn’t get it then and, truthfully, we don’t really get it now.”
‘This Will Be Difficult To Win’: As Clock Ticks, Trump Confronts Reality Of ‘Proper’ Trade War With China
This isn’t a real estate deal.
‘Who’ll Stop The Rain’? A Quick Look At One Bank’s ‘The Selling Has Just Begun’ Call
“We have been out on a limb the past month.”
For ‘Better’ Or ‘Worse’, Here’s A Quick Snapshot Of Q2 Earnings Season So Far
But will it be enough?
Bank Of Japan Tweaks ETF Program, Adds Flexibility On Yields, Introduces Forward Guidance On Rates
Much ado about nothing? Not exactly. Probably. Or not.
The Devolution Will Be Televised.
Of ironies, tragicomedy and FANG corrections.
Marko Kolanovic Returns, Sees Value, Emerging Market Rally, Says Fed Should ‘Skip A Hike’
“Regardless of whether this materializes, our view is that a slower pace of hiking is the right thing to do.”
BBQ Chicken: Tyson Foods Plunges Most In 20 Months And You Can Thank Trump’s Tariffs
“Trade policies have created a challenging market environment.”
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