This Is ‘The Best Asset GMO Can Find’ By The Largest Margin They’ve ‘Ever Seen’
It’s not without risks, of course.
It’s not without risks, of course.
Trade, Japan, Turkey, rubles and so much more.
If what you’re asking is whether China is going to help isolate Tehran, the answer is “no”.
What summer lull?
“For us, this is supremely important.”
Dear markets: Berat Albayrakc is not your cool son-in-law.
Just try to ignore it.
“Unfortunately, the rhetoric has morphed into reality, and a series of tariffs and counter-tariffs have gone into effect.”
“I’m letting them do what they feel is best.”
“I have to start by saying”…
This is the usual cocktail of geopolitical risk and Fed watching, with a dash of Brexit for bad measure.
“The set up was poor, in hindsight.”
“I wouldn’t label myself as a pessimist but rather as someone who respects market technicals.”
“It feels like he is on a highway driving against the traffic and is pushing the gas pedal.”
Fireworks.
Remember January?
Try again.
Misplaced optimism. Across the board.
Trade, immigration and “covfefe” – what else is there?
Lucky number 8.
“…it will get really bad if the Fed is hiking when growth is slowing.”
“We do not believe this decoupling will be sustainable. Either the rest of the equities must come under pressure or the financial sector must rally.”
Ironies, cartels and trade wars.
(Back) down the liquidity rabbit hole.
This is what it sounds like.
Holding pattern as market awaits the Fed.
You must be logged in to post a comment.