And no, this isn’t about the dollar.
Category: Markets
Here’s Why You Don’t Want Tech To Succumb To Regulatory Jitters
All year long, analysts have fretted about the possibility that regulatory worries could end up being big-cap tech’s Waterloo.
‘Lords Of The Spread’.
“Matteo wept for the end of innocence, the darkness of Berlin’s heart”…
‘Systemic Risk Is High’: September Has Already Been Cruel To Emerging Markets
Things have taken a decisive turn for the worst in emerging markets after a brief, mid-August reprieve.
No, Marko Kolanovic Did Not Predict The Apocalypse Today, But He Did Describe What The Next Crisis May Look Like
Kolanovic’s latest is, as ever, well worth reading. But it should be viewed in context.
In September, ‘A Tale Of Two Halves’ For The S&P?
So what about the September Momentum rally and the idea that hedge funds will keep “grabbing” for exposure?
As Dollar Strength Returns, FX Traders Should Listen To Their Tennis Coaches
“In FX too, the ‘winner’ is the currency that doesn’t lose.”
Emerging Markets Suffer Fresh Blow As South Africa Falls Into First Recession Since 2009
Some were surprised, some weren’t.
King Dollar Versus The Anti-Poles
Long live the king?
In Argentina: ‘Emergency’
“We ask those who have more capacity to contribute.”
Bad Italian.
“[We will] try to respect all the hurdles Europe imposes, but the well-being of Italian citizens comes first.”
Turkey’s Crisis Spirals As Inflation Surges, Producer Prices Rise ‘Appalling’ 32%
“Recent developments regarding the inflation outlook indicate significant risks to price stability.”
One Bank Knows Who Was ‘Responsible’ For The August Emerging Market Bloodletting
Hint: not retail investors.
Contingencies: Full Week Ahead Preview
A full docket.
September Of The Flying Pigs
Depending on who you listen to…
Mark Your Calendar, The ‘Era Of Helicopter Money’ In Japan Has A Date
“In other words, true helicopter money drop will begin.”
Battered And Bruised After Rough Month, Emerging Markets Warily Eye The Road Ahead
The pain was widespread.
‘I Can’t Kill These People’: Leaked Trump Comments About Chevy Impalas Upend NAFTA Talks
“If I say no, then you’re going to put that”…
European Stocks Suffer Worst Month Since February As Perfect Storm Of EM Contagion, Italy Jitters Comes Calling
“In September, markets will need to navigate news flow.”
For Indonesia, It’s Back To 1998 As ‘Nobody Wants To Mess With Uncertainties’
“Fundamentals mean very little at this stage”.
Turkey Tries Again To Put Brakes On Lira Collapse As Trump Piles Shame On Erdogan
“Too dear to my heart.â€
Tencent’s Latest Terrible, No Good, Very Bad Day Comes At Just The Wrong Time
Bad news, sports fans.
Europe’s Offer To ‘Got To Zero’ On Car Tariffs ‘Not Good Enough’ For Man Who Wants Mercedes Gone From 5th Avenue
“The European Union is almost as bad as China, just smaller.”
There’s Blood In The Water For Emerging Markets – Again
It’s not over.
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