Reading the tea leaves.
Category: Markets
Albert Edwards: ‘It’Â’s Always Brightest Before Dusk (OK I Made That Up!)’
“But in the same way that it is ‘always darkest before the dawn’ surely the opposite is also true.”
Goldman Updates Oil Forecast Following Trump’s U.N. OPEC Broadside
“The catalysts for this last rally appear clear”.
In Brazen Move, Europe, Russia, China Establish SPV To Circumvent Trump’s Iran Sanctions
“The question is whether this will work.”
Peter Navarro Promises More China Tariffs, Says ‘Small Things’ Impeding Canada Talks
Unfortunately, Peter Navarro was on national television this morning…
As Yields Rise, The Ghost Of Diversification Desperation Comes Calling
Here comes the stock-bond return correlation debate (again).
In India, ‘Another Fed-Induced Tightening Tantrum’
And don’t say Urjit Patel didn’t try to warn you.
‘Paid For By The People’s Republic of China’: Xi Runs 4-Page Des Moines Register Ad On ‘Trump’s Folly’
“Beijing can set an example for the world.”
Something For Everybody: Full Week Ahead Preview
Whether you’re a geopolitics buff, a Beltway junkie or a market addict, the week ahead has you covered.
‘Someone Get King Salman On The Phone’: OPEC+ Just Ignored Trump’s Twitter Demands
Donald Trump is furious about oil prices again and this time around, OPEC doesn’t care.
‘Yields On The March!’ Reflecting On The Latest Bond Selloff
“…this time without financial media concern.”
Goldman Asks: What’s So Special About The Dollar, Anyway?
This is the dollar’s “key statistical property”.
Trump Gets His War: China Cancels Trade Talks With U.S. After Latest Escalation
So much for “forcing” them to the table.
‘Yet Another Vol. Event’: What Happened In Hong Kong?
More tantrum symptoms, more fragility.
Let’s All Take A Minute To Marvel At The Train Wreck That Is ‘Brexit’
“For those of you who enjoy watching someone at the end of their rope ramble through a tacit admission of defeat”…
Don’t Look Now, But Chinese Stocks Just Logged A Monster Weekly Gain
Don’t call it a come back.
‘Is The Ice Age Over?’: Albert Edwards Ponders The End Of His Most Famous Investment Thesis
“…or is this just déjà vu all over again?”
In Norway, A Dovish Lift Off
“[I hope]Â normalization of rates comes before the next downturn.”
One Bank Takes A Wrecking Ball To ‘Global Liquidity Shortage’ Narrative
“Are central bank balance sheets really shrinking at all?”
Is The Reflation Trade Back? Not According To One Bank
“The ‘reflation trade’ indicator continues to lose momentum; we do not foresee a sharp reversal towards the ‘reflation trade’ for the remainder of the year.”
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