What Trade War? Market Is Mispricing The Swans (Again)
If I’ve said it once (and I’m pretty sure I have), I’ve said it a
Search Results for: navarro
Goldman: Trump Threatens Europe With Strongman “Bilateral World Order”
So you know, the percentage of the European population that’s still sane (and that’s an ever dwindling number apparently) would have really appreciated it if Trump would have just been satisfied with the damage he’s already done rather than piling it on by dispatching Peter Navarro to weigh in on the legitimacy of the common currency.
Bad Chinese
By now, you’re probably aware that China is in a tough spot. As I’m fond
Previewing A “Massacre”: A Look Ahead To Yellen’s Congressional Testimony
On Thursday, I brought you the latest commentary from SocGen’s incorrigible bear Albert Edwards who
“The Dollar Trade Is Psychologically Broken,” One Trader Says
“This has helped the dollar trade like a haven currency again. The flip-side is that the greenback won’t necessarily rally in a positive risk environment”…
“Caution Now Warranted”: One Bank Rethinks The Long Dollar Trade
The “most crowded trade of 2017” has had a rough go of it this year,
Daily Kickstart (Chinese FX Reserves Fall Below $3 Trillion, Euro On The Back Foot, Senate Weighs Risk Of School Grizzly Attacks)
The “big” news overnight should have been Chinese FX reserves just like China should be back
The Latest From Albert Edwards Or, Proof That “The Concept Of Heroes Is Never Great”
I’m not into hero worship. You might say that this is one time where I agree with Donald Trump who, when asked about heroes last month, hilariously said the following: “I don’t like the concept of heroes. The concept of heroes is never great.”
Daily Kickstart (Dollar Dumps After Fed Farce, Deutsche Bank Plunges)
Perhaps fearing some kind of Erdogan-esque reprisal from the White House, the Fed pussyfooted its
FEER-mongering
Tuesday’s most read post, oddly, was this one: “Trump’s Idiot Trade Czar Tanks Dollar With
One Bank Warns: “Bad Trump Dominates The News”
But as far as markets are concerned, the new administration’s FX policy is just as crazy. In fact, that statement is itself crazy. That is, the fact that the new administration has a discernible “FX policy” is nuts. And this isn’t some “well it would be nice if…” kind of thing.
Daily Kickstart (Fed, Dollar In Focus As Global PMIs, iPhones Boost Sentiment)
Quite a lot of people seem to be hanging their hats on Wednesday’s Fed statement
Trump’s Idiot Trade Czar Tanks Dollar With Absurd Attack On Germany
One wonders if Navarro’s comments might just reflect the political biases of Steve Bannon, whose Breitbart News has been fanning the populist flames in Europe for years in an apparent effort to bolster the prospects of nationalist politicians in France, the Netherlands, and yes, Germany.
“Populism Leads To War And Poverty”: Chinese President To Deliver Stark Warning In Historic Visit To Davos
Essentially, Xi sees the US election and the political turmoil in Europe as an opportunity for China to usher in a new era of bipolarity on the way to -perhaps – unipolarity with China as the world’s only superpower.
“Walking The Talk”: Trump To Adopt “Strident” Approach To Trade
Whatever you do, don’t confuse the “Trump trade” with “trade under Trump.” The “Trump trade” simply
China Making Preparations For (Trade) War With Trump: Bloomberg
“China’s central government has compiled list of possible retaliatory measures against U.S. companies in event President-elect Donald Trump starts a trade war.”
Reflections On The “Deeply Troubling” End Of Globalization
So, how many times in the past month have I written something about the possible
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