And at the heart of it all…
Category: Markets
Presenting, The Dollar Intervention Delusion
Why intervention won’t (and can’t) work.
‘Don’t Be Afraid At All’: In Turkey, Desperation As Currency Crisis Spirals
“Don’t be afraid at all, it will all pass.”
‘All Bets Are Off’ As Washington Plays Russian Sanctions Roulette
“[The] government and the central bank are monitoring the situation.”
‘The April Selloff Could Repeat’: Russian Ruble Dives As Market Wakes Up To ‘Drastic’ U.S. Sanctions Bill
The “nuclear route” discussion is live again.
U.S. Finally Remembers To Get $16 Billion Trade Escalation Done So Trump Can Get To $200 Billion Escalation
You’d be forgiven if you’re having a hard time keeping up with the tariff-related news these days.
Turkey In Crisis: A Narrative History And An Annotated Chart
How to trigger a currency crisis in five months.
China Cautions Banks Against ‘Herd Behavior’, Paving Way For Opaque Yuan Fixing ‘Adjustments’
If you’re looking for clues as to where the yuan goes next, watch the CCAF.
‘The Disconnect Between Fear And Reality Seems High’: Goldman Weighs In On China Stock Slump
Of course it’s not all rainbows and unicorns.
This Is ‘The Best Asset GMO Can Find’ By The Largest Margin They’ve ‘Ever Seen’
It’s not without risks, of course.
Turkey’s Currency Train Wreck Continues As Erdogan Commands Citizens To ‘Bring Out The Dollars’
“Is the lira collapse over? Doubtful.”
‘Liquidity Vanishes’ Is The New ‘Too Much Liquidity’
“It’s not trade wars or an equity market correction that look to be keeping credit investors up at night”…
As Chinese Stocks Careen Lower, Beijing Says Americans (And Especially Larry Kudlow) Have ‘Lost Their Minds’
“Kudlow should understand China’s firm will.”
With Rial In Free Fall, Iran Readies Emergency Measures On Eve Of U.S. Sanctions
But don’t hold your breath for regime change.
Trump On Trade: Only ‘Screaming Foolish People’ Think Tariffs Won’t Make Us ‘Rich’
“Tariffs are working far better than anyone ever anticipated”
Dollar Liquidity Dynamics: An Epochal Shift Is Coming, One Bank Warns
“In this environment the infamous carry-trade will come under pressure and the misallocation of credit will be revealed.”
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.
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