Psychological Overhang: Full Week Ahead Preview
U.S. politics and trade are likely to dominate the headlines this week.
U.S. politics and trade are likely to dominate the headlines this week.
Games of chicken, prisoner’s dilemmas and the suspension of disbelief.
The tide is going out.
A shift in the narrative?
How to hike without hiking and what to do when there are no “good” options.
“Tall order”.
It’s raining, it’s pouring…
Just when you thought it was safe to jump back into the lira.
“Spillover”, “contagion”, “transmission”, etc. etc.
Pray for Turkey.
“…markets need to be prepared for a hard landing in the economy, corporate defaults on foreign currency debt, and possible bank failures.”
“It’s not trade wars or an equity market correction that look to be keeping credit investors up at night”…
“For us, this is supremely important.”
“…and where to find them”.
It’s been a rough week for Trump administration officials.
“…communication had to strike a careful balance between anticipating a termination of net asset purchases by the end of December 2018 and highlighting the continued commitment to providing sufficient monetary stimulus for as long as necessary.”
“Buy the dip” is now “sell the rip”, don’t ya know?
Duck, duck, swan.
To infinity and beyond.
Fireworks.
Remember January?
“What may degenerate into an extended trade war of attrition could preserve financial market volatility indefinitely.”
Of populism, propaganda, Salvini and the Trump TIME cover.
Aaaand that’s the week.
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