“Tomato, tomahto”…
Category: Markets
Marko Kolanovic Says Stay Overweight Stocks, EM, Flags Trump Risk, Warns Fed To Stay Vigilant
“The main risk to our pro-cyclical and non-US tilt is a spiraling escalation of the trade war, political tail risks in Washington, and failure of the Fed to recognize those potential developments.”
Bonds Now Most Attractive Relative To Stocks Since 2011 – I Guess.
Surely someone will find this “enticing”…
Goldman: ‘Greater Than 50% Chance’ Trump Goes All In On China By 2019
“…we believe the US could announce plans to impose tariffs on ‘phase three’ within the next couple of weeks.”
‘Shooting From The Hip’: High Noon Arrives For Trump’s Trade War
Wilbur needs you to understand that everything is under control.
It’s Official: Trump Slaps Tariffs On $200 Billion In Chinese Goods Starting Next Week
Brace yourselves for a war of attrition.
January All Over Again?
Back to the “melt-up”.
Trump Folds To Tim Cook, Will Shield Apple Watch From Tariff Impact
And just in time for Tim Cook to rollout the new models. How fortuitous.
Chinese Stocks Fall To Four-Year Low As Beijing Promises ‘Pain’, Trump Brands The World ‘Tariffed!”
“We are looking forward to a more beautiful counter-attack.”
Hostage Situation: Full Week Ahead Preview
“Hand over your trade policy and I’ll release global markets”…
Nomura’s Charlie McElligott Outlines The ‘Two-Speed’ Research Thesis For A ‘Vol-Centric World’
“The changes, the inflections that are made happen unemotionally and happen with significant leverage behind them.”
Red Ink: The Politics Of Fiscal Insanity
“I am the most concerned I’ve ever been.”
Washington Post Confirms Trump Will Escalate Trade War With China Imminently
In case you weren’t sure…
Is Janet Yellen Just Trolling Donald Trump Now?
“A lower-for-longer strategy is attractive for several reasons. “
This Hasn’t Happened In 10 Years: S&P 500 Buybacks Edition
“The rise in CFO created a high-quality problem for managements: How should they spend all the cash?”
‘Worry When The Curve Steepens’, Nomura’s McElligott Warns
“What do prior cycles show us about market anticipation of the ‘flip’ to ‘steepening’ after the Fed’s last cut?”
Goldman Asked Carmen Reinhart If We Should Prepare For Debt Crises In Developed Markets. Here’s What She Said…
“And in the case of the US, low rates seem to assume unending demand for US Treasuries given the US dollar’s role as the global reserve currency.”
Out Of The Woods? At The Crossroads Of An Emerging Market Crisis
After a pivotal week, where to?
A Decade Later, ‘The Coast Is Not Clear’, One Bank Warns
“Currently, there is a ‘celebration’ that a decade has passed and that the world has overcome the fallout from the crisis.”
10 Years After Lehman: Hubris
Pride and fall.
Inflation Cools Off, Pushing Real Wage Growth Back Into Positive Territory
This could help allay some fears.
Turkey Delivers Sizable Rate Hike Hours After Erdogan Calls For Rate Cut
“If you are saying the opposite, you don’t know this business.”
ECB Sticks With ‘At Least Through Summer 2019’ Rates Guidance
It’s all fun and games unless Italy blows up the budget.
These Four Charts Illustrate American Exceptionalism In 2018
Somehow, this will resolve itself.
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