“We will resist the bond yield spread, speculation, credit downgrades and attacks.”
Category: Markets
China Draws Line In Sand At 2016 Closing Lows As State Funds Buy Stocks
Here comes the “national team”.
Concerned Citizens: Full Week Ahead Preview
New week, same issues. But let’s talk about them anyway.
Gundlach Warns Of Treasury Short Squeeze, Goldman Says Don’t Sweat Curve Inversion
Kings, squids, inversions and squeezes.
This Is Not A Drill: Jerome Powell Needs To Be Careful In Jackson Hole
Fragile. Handle with care.
Ignore That Bear Market And Focus On These Buybacks
“Tall order”.
Trump’s Plan To Do Away With Quarterly Earnings Reports Is A Terrible Idea – Surely You Know That
“Abolishing quarterly reporting is a ridiculous idea.”
Of VaR Shocks And ‘Sucking Sounds’
That “sucks.”
There’s Only One Kind Of Umbrella For This Perfect Storm
It’s raining, it’s pouring…
You Can’t Fix Stupid: U.S. Treasury Will ‘Pressure’ China To Strengthen The Yuan
Trying to process the kind of narcissistic delirium that’s behind this “strategy” is quite challenging.
Mnuchin Set To Slap Turkey With New Sanctions As Erdogan ‘Turns Out Not To Be A Great Friend’ 😡
Just when you thought it was safe to jump back into the lira.
Let’s Play Dollar Bingo With Larry Kudlow – Who Had ‘Cherished’?
None of this makes any sense. Not a bit of it. It’s a self-referential nightmare.
‘Let’s Face It, Everybody Knew This Was Coming’: Albert Edwards Weighs In On Emerging Market Crisis
“But in the frantic QE-inspired hunt for yield, nobody cared.”
Volatility In Turkish Stocks Surges To Highest Since Coup As ‘The Dude’ Dumps $120 Million
Anyone for falling knives?
Hello, Yuan Bears? China Will Be Squeezing You Now. Have A Nice Day.
“…the three channels of downward pressure on the RMB are now restricted.”
Progress? China Says It’s Sending Delegation To U.S. This Month To Talk Trade
“The Chinese side reiterates that it opposes unilateralism and trade protectionism and does not accept any unilateral trade restrictions.”Â
Turkey Gets $15 Billion Bailout Promise From Qatar: Here’s What It Means
A durable alliance.
Blood In The Water: Here’s Why The Emerging Market Rout Is Dangerous
Wednesday is a disconcerting day for emerging markets.Â
Tencent’s Hard Landing Is Stark Reminder Of Tech’s Fallibility
It’s time to quote Howard Marks again…
After Second Worst Week In A Quarter Century, Turkey Engineers Lira Bounce With Swaps Crackdown
It’s probably fair to say that everyone’s TRY forecasts are “under review”.
To Spillover Or Not To Spillover, That’s The Question
“Spillover”, “contagion”, “transmission”, etc. etc.
One Bank Warns: ‘Forget Turkey, Asia Is The Elephant In This Room’
“As the tide of excess liquidity recedes, EMs like South Africa will begin to pay the heavy price of this misallocation of credit.”
Lost Arms, Cut Beards And Untrustworthy Dollars: Just Another Day In Turkey’s Burgeoning Crisis
This has descended into farce, which is precisely what you’d expect…
Battle Of The Stable Geniuses: Erdogan Boycotts iPhones, Says Everybody Wants A Vestel Venus Now
Recep Tayyip Erdogan has a plan.
Assessing ‘Narrow’-Mindedness In Markets
FAANGs and such.
‘Perhaps – Finally – Realistic’: Five Years Later, One Man’s Carry Trade Prophecy Comes True
Bad things come to those who wait.
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