“In September, markets will need to navigate news flow.”
Category: Uncategorized
Europe’s Offer To ‘Got To Zero’ On Car Tariffs ‘Not Good Enough’ For Man Who Wants Mercedes Gone From 5th Avenue
“The European Union is almost as bad as China, just smaller.”
One Bank Says U.S. Midterms Will Spark Emerging Market Rally And Then…
Expect a reprieve, but beware 2019.
Saudi Arabia Calls Off ‘Zombie’ Aramco IPO
Turns out “black box” and “public company” aren’t consistent with one another.
Italy’s Populists Determined To Triumph In Battle With Nefarious ‘Lo Spread’
“We will resist the bond yield spread, speculation, credit downgrades and attacks.”
Things Just Got Worse For Turkey As U.S. Said To Ready Sanctions, Lira Heads To No Man’s Land
Erdogan isn’t going to like this.
‘Don’t Blame The President’: Kudlow, Mnuchin Spearhead Sunday Media Blitz In Defense Of Tariffs, MAGA Madness
“I reckon it will take us maybe a year, maybe 18 months to start turning that around.”
As Trump, Pence Threaten Turkey With Sanctions, It’s Time For Markets To Accept The Reality Of Erdogan
Accepting idiosyncratic, country-specific risk is part and parcel of investing in emerging markets, but this has gone well beyond that.
Dan Coats Apologizes For Laughing At Trump’s Hilarious Idea To Bring Vladimir Putin To The White House
An “admittedly awkward response”.
Iran Is Not Amused With Sanctions, Is Very Amused By Trump Protests In The U.K.
As usual, it’s everyday people who will suffer from this.
‘We Are Not In A Position To Make Exceptions’: Pompeo, Mnuchin Said To Reject Iran Sanctions Waivers In Letter To European Allies
Apparently, “hardline” means “hardline”.
A Giddy Trump Tweets Out Letter From Kim Jong-Un Addressed To ‘Your Excellency’
Stranger than fiction.
Inflation Hits New Six-Year High, Despite Marginally Missing Estimates
In search of “Goldilocks”.
As The World Turns: Full Week Ahead Preview
Or “burns” – whichever.
‘The U.S. Launched The Largest Trade War In History’: Beijing Warns Trump As Chinese Stocks Fall For 7th Week
“This kind of taxation is a typical trade bullying-ism.”
Iran Says Saudi Arabia Is ‘Walking Out Of OPEC’ By Entertaining Trump’s 2 Million Barrel Bombast
“… there is no way one country could go 2 million b/d above their production allocation unless they are walking out of OPEC.”
‘For The Sake Of The Children!’ Italy’s Populists Fail To Form Government Setting Stage For God Knows What
Unfortunately, the best way to sum up this rather fluid situation right now is to simply employ a Trumpism and say: “we’ll see what happens.”
And Now, Back To Your Regularly Scheduled Minefield Sprint: Full Week Ahead Preview
So yeah, cue the mascot minefield meme.
Fed Statement: Highlights, Red Line (They’re Going With ‘Close To’)
FED KEEPS RATES UNCHANGED, SAYS INFLATION `MOVED CLOSE’ TO 2%
The 3 ‘T’s: Full Week Ahead Preview
In essence, the same things everyone was watching last week (e.g. tech, trade, Trump) will be in focus again…
David Stockman Presents: The Truman Show
“The younger of the anchors (age 32) thought the $1.8 trillion was not a problem because the soaring debt and the Fed’s balance sheet shrinkage plan have been well telegraphed and will shock no one. Yes, and as we were tempted to reply, parking on a rail crossing and knowing that a freight train is barreling down the tracks is not likely to forestall the carnage.”
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