Did Donald Trump Threaten To Quit NATO Today? Yes, Probably! No. Maybe!
“The NATO meeting was a little tough, for a little while.”
“The NATO meeting was a little tough, for a little while.”
Another week and the same joke continues to apply.
“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”
Completely lifeless.
The landing strip’s narrow for Jerome Powell. That was one (familiar) message from JPMorgan analysts
Israel needs to agree to a permanent ceasefire with Hamas in exchange for the remaining
Early last month, I described Benjamin Netanyahu as “an intolerable liability.” The White House, I
Blink and you missed it. For about a week, market participants showed some interest in
Earlier this week, a reader asked for my opinion on a “heretical” notion: The idea
Late last week, I noted that war risk became real for markets. Briefly. It became
Fed cuts (or, more accurately, the expectation thereof later this year) are “sparking animal spirits.”
Stocks are reluctant to hold a selloff. In fact, we’re back in a regime where
The German economy doesn’t need any more problems. The engine of European growth is stuck
I’m a bit reluctant to editorialize heavily around what one mainstream financial media outlet described
A planned prisoner exchange went disastrously wrong Wednesday when a Russian military plane crashed in
On a number of occasions over the past — I don’t know — call it
“It’s quiet. Too quiet,” as the old cliché goes. As the new week dawned, some
Inflation updates from both the US and Europe top the macro agenda in the new
Downtown is small as cities go. There are no proper skyscrapers, but two respectably large
The eurozone economy is in a recession. Or something that looks a lot like a
You could argue that stocks should’ve been meaningfully lower on the back of a warm
It wasn’t so long ago when everybody who’s anybody feigned nostalgia for a time when
Kim Jong-Un and Vladimir Putin wandered around a spaceport in the middle of Russia’s Far-East
Underneath all reason lies delirium. Reason is a region cut out of the irrational. The rational
It’s artificial! That’s the lament from equity market bears these days. If we’re being honest,
SocGen’s Albert Edwards thinks we might be setting the bar a little too low when
Regular readers are familiar with, and probably a bit confused by, the remarkable disparity between
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