Search Results for: canada
In Europe: A Tenuous Calm
It’s a good thing no one is planning on introducing any further uncertainty into the mix. Oh, wait…
‘No One Asked For This’: Global Automakers Crushed As Trump Decides Cars Are A Threat To National Security
“…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.””
What Is The Probability Of ‘Something Bad’ Happening? Of Geopolitics And Policy Gamblers
Fault lines, 90th percentile risks and the probability of stepping on a land mine.
Take Note: ‘This Will Have Profound Implications For Everything The USD Touches’
Are you short the dollar (implicitly or explicitly)?
Here’s Where Everyone Stands On The Metals Tariffs As Trump Goes The ‘Let’s Just Do It Tomorrow’ Route
Make trade uncertainty great again.
It’s Too Late To Stop Now: The Case Against Bonds
“Understanding the past is crucial to predicting the future. It helps us come to terms with the fact that just as Van Morrison sang “too late to stop now,†we become addicted to debt and low rates without an answer to the question – how do we stop?”
Trader Recounts ‘The Greatest Risk Arb Of All-Time’
” Most of what I learned about this trade was through rumours heard at bars and tidbits passed along the trading desk at slow moments. Yet I think I know the story well enough to recount the tale of one of the gutsiest risk arbitrage plays of all time.”
Soros Vs. Robertson: One Pro Relives A Clash Of The Titans
“This is the story of that showdown and why it cemented in my mind why George Soros is the greatest trader that has ever lived.”
So What Happens Next? Global Risk Sentiment Could Be ‘Fragile’
Who knows! That’s the fun of it, right?
The Annotated History Of U.S. Trade And A Fantastic Interview With An Expert
The end of the WTO? And much more…
Help Wanted: Any Public Defenders Want To Represent A Sitting President?
“So weird that nobody wants to work for a guy who tweets out that lawyers are just fame whores, right?”
‘I Had No Idea’: Trump Made Up Numbers In Trudeau Meeting, Says Japan Drops Bowling Balls On Car Hoods
“So, he’s proud. I said, ‘Wrong, Justin, you do.’ I didn’t even know. … I had no idea. I just said, ‘You’re wrong.’ You know why? Because we’re so stupid”
Allianz: Bitcoin’s Intrinsic Value ‘Must Be Zero’
“So is this the end of the hype about bitcoin as the future of global currencies?”
Trader: ‘I Know This Seems Crazy, But’…
“They’re back. I thought they had all given up, but like an old college buddy who’s going through a bad divorce and just needs a place to crash for a ‘few days,’ the corporate credit skeptics are a tough lot to shake.”
How Trump’s Tariffs Are ‘Perversely’ Consistent With China’s Medium-Term Goals
So that’s amusing and I’m not entirely sure that’s what Trump had in mind. Or who knows, maybe a “very stable genius” has thought all of this through and talked about it with his best friend Xi who “some people call the king of China.”
David Stockman: ‘Trump Is Pointing At The Wrong Bureaucrats’
“But two things are absolutely clear about the “why” of this $15 trillion calamity. To wit, it was not caused by some mysterious loss of capitalist enterprise and energy on America’s main street economy since 1975. Nor was it caused—contrary to the Donald’s simple-minded blather—by bad trade deals and stupid people at the USTR and Commerce Department.”
David Stockman: This Is ‘The Rigor Mortis Of A Dead Bull’
“…what more evidence do you need that the financial markets are completely uncoupled from reality and that these feeble bounces between the 50-day and 20-day chart points are essentially the rigor mortis of a dead bull?”
Steel Yourself.
Headlines aplenty and a man on fire.
Hello, This Is President Dennison, Turn My Trade War Down To ‘Simmer’ For Now
A bit of calm amid the still-brewing storm.
(Trade) War And Peace.
Ok, let’s just step back for a second and take stock of everything that’s happened in the past 72 hours.
Goldman: This Is ‘Unlikely To Stop At Steel’
U.S. trade policy is “on a troubling path.”
Goldman Rips Trump’s Tariffs With Point-By-Point Takedown
And the hits just keep comin’.Â
You’re Not Wrong Walter, You’re Just An Asshole.
“Am I wrong?”
Trader: ‘That’s Not A Bond Bear Market’…
“And you would think that this might be bullish for bonds, but no, far from it. A Central Bank that is not willing to invert the curve and take the economic hit from forcing a recession is a bond investor’s nightmare. After all, apart from default, inflation is the absolute worse thing out there.”
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