“The market may think that it has history on its side (Chart 3), but the fact that North Korea has demonstrated that it now has the ability to strike the US and that Kim Jong-un appears to be a less rational player than his father and grandfather would suggest that the game may have changed dramatically.”
Category: north korea
Because Nothing Says ‘Bullish’ Like Nuclear War…
Nothing says “buy, buy, buy” like a nuclear war, which is why it makes sense
Geopolitics! Won At 4-Month Low, Lira Sinks, Trump Says ‘Very Severe’ Shit Is Goin’ Down
Well, the won is at four-month low against the dollar on Thursday because, well, because
Trader: ‘Risk Assets Are Ripe For A Correction’ And This Gives Them An Excuse
“Many risk assets are ripe for a correction from elevated levels and North Korea’s latest provocation provides sufficient excuse for traders to act.”
North Korea Says ICBM Can Carry Nuke, Will Be Able To Hit US This Year
Kim Jong Un said U.S. must be upset with “gift package” that he sent for its Independence Day and says he will send more in future.
You’ve ‘Got A Case To Be Worried’: Analysts Weigh In On North Korea ‘ICBM’ Launch
“There’s nervousness in the market but whether or not we’ll see panic will depend on whether there’s further escalation. Investors have a case to be worried but whether the worry will turn into something more serious we need to see what develops on the political front.”
Fireworks: North Korea Launches “Anywhere” ICBM, Trump Ponders “Heavy Move,” Central Banks Ahoy!
There’s never a dull moment in a world that’s lost its mind. North Korea celebrated
“Thy Orb And Thy Staff They Comfort Me”: “Risk Feels A Bit Better Today!”
Yea, though we walk through the valley of the shadow of death, we will fear no geopolitical tail risk: for Donald Trump art with us; thy orb and thy staff they comfort me…
North Korea Decides Now’s As Good A Time As Any To Launch Another Missile
No one should be surprised by this. Pyongyang is hell-bent on staying in the spotlight and Trump’s jaunt across the Mideast threatens to shift the focus away from the North/South tensions. So you know, some sabers needed to be rattled. They’re probably also intent on testing the mettle of new South Korean President Moon Jae-in.
China Rolling Over + Ballistic Missile Test By Hermit Regime = “Monday Risk-Friendly Tone”
“The weekend news – softer industrial production, Capex and retail sales in China, higher oil prices as Saudi Arabia and Russia agree that output cuts should be extended through Q1 2018, a North Korean ballistic missile test – sees us start in mild risk-friendly tone.”
North Korea Fires Missile, Moon Convenes Security Council
NORTH KOREA FIRES AN UNIDENTIFIED PROJECTILE THIS MORNING: JCS
Traders Be Like “WTF?!” As Trump Is Desperate Despot, Nuclear War Beckons
So the elephant in the room is clearly Donald Trump’s decision to fire FBI Director
As North Korea Fires Missile, Here’s What Kim Jong-Un Doesn’t Seem To Get
I’ll confess that at this point, I’m not entirely sure what Pyongyang is thinking. There’s always
Japan Tried To Release Some Data – And Then Along Came Trump With A “Major, Major” War
Friday is a data-ish kind of day. And while it’s pretty hard to make that interesting
“Flashpoints”: One Slide Sums Up Trump’s Key Geopolitical Hurdles
I’ve been a broken record when it comes to suggesting that geopolitics will become an increasingly important
Nikki Haley Isn’t “Looking For A Nuke Fight,” But If That’s What Kim Wants, Well Then…
“What we have said from the beginning and what I’ll continue to say is the United States is not looking for a fight so don’t give us a reason to have one.”
Dear North Korea: Don’t Make Mike Pence Pull Out His “Sword”
“The United States of America will always seek peace but under President Trump, the shield stands guard and the sword stands ready.”
Trump: I â™¥ï¸ China Because I Need To Bomb North Korea. Oh, And Happy Easter!
“Why would I call China a currency manipulator when they are working with us on North Korea?”
North Korea: “We Will Go To War” With “Gang Of Cruel Robbers” In US
One of the things that gets lost in the incessant media coverage of escalating tensions
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