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Category: trade

Marko Kolanovic (Who Was Right Again In May), Still Constructive On Stocks, Sees Possible Downside From Prolonged Trade Tension

June 6, 2018June 6, 2018

“…re-risking is likely to continue during the summer as volatility stays contained and investors increase equity positions.”

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1 Comment on Marko Kolanovic (Who Was Right Again In May), Still Constructive On Stocks, Sees Possible Downside From Prolonged Trade Tension

China Is Going To Try One More Time To Pacify Donald Trump On Trade Before Things Get Ugly, Ok?

June 5, 2018

One certainly imagines this is going to be too little, too late given Trump’s recent penchant for escalating any and all conflicts whether related to trade or domestic politics, but for whatever it’s worth…

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6 Comments on China Is Going To Try One More Time To Pacify Donald Trump On Trade Before Things Get Ugly, Ok?

Relief, But Not-So-Great Expectations.

June 4, 2018June 4, 2018

“Unanimous concern and disappointment” and deteriorating sentiment despite a bid for the periphery.

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With Friends Like You.

May 31, 2018May 31, 2018

Who needs allies, anyway?

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oil1 Comment on With Friends Like You.

Trump Spanks Closest Allies With Tariffs, Plans To Clear All Mercedes From 5th Avenue Where He Hypothetically Shoots Random People Without Losing Voters

May 31, 2018May 31, 2018

Because fuck friends. I guess (?)

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8 Comments on Trump Spanks Closest Allies With Tariffs, Plans To Clear All Mercedes From 5th Avenue Where He Hypothetically Shoots Random People Without Losing Voters

Trump Decides Trade War Is Back On, Will Slap Tariffs On Europe, Canada, Mexico And Then In Two Weeks, China

May 30, 2018

Just when you thought it was safe.

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1 Comment on Trump Decides Trade War Is Back On, Will Slap Tariffs On Europe, Canada, Mexico And Then In Two Weeks, China

‘No One Asked For This’: Global Automakers Crushed As Trump Decides Cars Are A Threat To National Security

May 24, 2018May 24, 2018

“…the national security exemption is a privilege to use in case of war [and] this has little to do with national security and a lot to do with national politics.””

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2 Comments on ‘No One Asked For This’: Global Automakers Crushed As Trump Decides Cars Are A Threat To National Security

As China Slashes Car Tariffs, Rumors Fly: Did Trump ‘Cave’ Or Is Good News Just Good News?

May 22, 2018

“Trump changed the dynamic regarding China but in one weekend Secretary Mnuchin has given it away” — local moron.

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Disputes.

May 21, 2018May 21, 2018

Monday was predictable.

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Steve Mnuchin Calls Off Trade War With China That Trump Said America Wasn’t In

May 20, 2018May 20, 2018

Is it a “trade war” or isn’t it a “trade war”?

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6 Comments on Steve Mnuchin Calls Off Trade War With China That Trump Said America Wasn’t In

That Was … Easy (?) China Agrees To ‘Significantly Increase’ Buying Of U.S. Goods: Joint Statement

May 19, 2018

“Easy to win”?

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2 Comments on That Was … Easy (?) China Agrees To ‘Significantly Increase’ Buying Of U.S. Goods: Joint Statement

China Offers Trump $200 Billion Trade Deficit Cut – But Does Trump Really Want A Deal?

May 17, 2018

Deal or no deal?

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More Good News Out Of Eurozone Economy And By ‘Good’, I Mean ‘Bad’

May 7, 2018May 7, 2018

You know that “global slowdown” narrative that seems to be gradually supplanting the “synchronous global growth” meme that dominated in 2017? Yeah, so that was reinforced a bit on Monday.

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2 Comments on More Good News Out Of Eurozone Economy And By ‘Good’, I Mean ‘Bad’

And Now, Back To Your Regularly Scheduled Minefield Sprint: Full Week Ahead Preview

May 6, 2018

So yeah, cue the mascot minefield meme.

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oil2 Comments on And Now, Back To Your Regularly Scheduled Minefield Sprint: Full Week Ahead Preview

‘Continued Hard Work Is Required’: China, U.S. Agree To Disagree At Trade Summit And I’m Not Sure That Counts As ‘Winning’

May 4, 2018May 4, 2018

“…other issues remain relatively big.”

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Here’s Where Everyone Stands On The Metals Tariffs As Trump Goes The ‘Let’s Just Do It Tomorrow’ Route

May 1, 2018May 1, 2018

Make trade uncertainty great again.

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1 Comment on Here’s Where Everyone Stands On The Metals Tariffs As Trump Goes The ‘Let’s Just Do It Tomorrow’ Route

Former Lehman Trader Weighs In On The Issues As Investors Ponder An Uncertain Future

April 29, 2018April 29, 2018

“I think we are just in the middle of a correction. And I think, overall, the structural story is still pretty positive. But this is a correction that may not be over yet.”

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oil6 Comments on Former Lehman Trader Weighs In On The Issues As Investors Ponder An Uncertain Future

‘He’ll End Up Shooting Us In The Foot’: Trump’s $100 Billion Tariff Gamble Is Going To Cost You At The Cash Register

April 22, 2018April 22, 2018

“Habitually. He’s a habitual line stepper.”

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Leave a Comment on ‘He’ll End Up Shooting Us In The Foot’: Trump’s $100 Billion Tariff Gamble Is Going To Cost You At The Cash Register

Steve Mnuchin May Go To China To Talk About Trade Because He Can Think Of Worse Ways To Spend His Time – Like Cleaning Up Horse Manure On His Driveway

April 22, 2018April 22, 2018

“A trip is under consideration.”

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1 Comment on Steve Mnuchin May Go To China To Talk About Trade Because He Can Think Of Worse Ways To Spend His Time – Like Cleaning Up Horse Manure On His Driveway

When China Catches Cold…

April 20, 2018April 20, 2018

The spillovers will be “tremendous.”

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11 Comments on When China Catches Cold…

China Incredulous At Trump’s Tech Threat: ‘He’s Acting Like A Bully, Is America Really That Fragile?’

April 20, 2018

“U.S. is asking China to open its markets but creates obstacles for China, contravening principles of equality, fairness and reciprocity.”

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9 Comments on China Incredulous At Trump’s Tech Threat: ‘He’s Acting Like A Bully, Is America Really That Fragile?’

Here’s What Happens Next In The Trump-China Trade War, According To Goldman

April 19, 2018April 19, 2018

It’s more likely than not that Trump takes it up another notch, so be prepared.

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1 Comment on Here’s What Happens Next In The Trump-China Trade War, According To Goldman

From GDP To Cars & Planes To Sorghum Duties, China Smothers World With News

April 17, 2018April 17, 2018

China is going to hit you with so much news that you’ll have a difficult time crafting a consistent narrative and who knows, maybe that’s the point.

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1 Comment on From GDP To Cars & Planes To Sorghum Duties, China Smothers World With News

Is It Time To Add Risk? One Bank Thinks Maybe

April 12, 2018April 12, 2018

“We think it is overdone and has created opportunity for long and short term investors.”

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‘Had He Acted Like Trump Markets Would Have Been Upset’: Xi Tries To Put Out Trump’s Dumpster Fire

April 10, 2018April 10, 2018

“It’s a good thing Xi is bringing this tone to it because markets would be very upset if he played it like Trump.”

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6 Comments on ‘Had He Acted Like Trump Markets Would Have Been Upset’: Xi Tries To Put Out Trump’s Dumpster Fire

Goldman Asks Trump: Is It Really ‘Easy’ To ‘Win’ A Trade War?

April 9, 2018April 9, 2018

“But how easy is it really?”

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David Stockman: ‘It Can Be Well And Truly Said That Trump Has Gone Stark, Raving Bonkers’

April 7, 2018

“And, no, he is not playing some kind of clever 5-dimensional chess or 3-dimensional chess that the talking heads were gumming about this AM. He’s not even playing checkers—to say nothing of pick-up-sticks.”

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1 Comment on David Stockman: ‘It Can Be Well And Truly Said That Trump Has Gone Stark, Raving Bonkers’

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