Topical Topics
The new week dawned with a smattering of familiar headlines, flung haphazardly across the digital
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Turning The Titanic
All it took was a surprisingly “hawkish” (scare quotes because it’s all very relative) shift
Meanwhile, In China
A wave of headlines out of China were worth a mention on Thursday. In what
Trump Shouts Loudly At Ant Group, Tencent On His Way Out The Door
An already fraught situation became even more convoluted on Tuesday evening in the US when,
Cancel Thanksgiving
If you’re wondering how it’s going in the US when it comes to containing COVID-19,
‘Reality’ Is Knocking
Steve Mnuchin did something exceedingly rare for a top Trump administration official on Wednesday —
US May Target Tencent, Ant Group With Potential To Disrupt World’s Largest IPO
In a move perhaps designed to cast a pall over what could be the world’s
Markets Grapple With Debate Debacle, EU Tariff Threat, China Antitrust Probe Into Google
“If the US presidential debate had, in election night fashion, flashed up a picture of
China PMIs Beat, Ostensibly Bolstering Recovery Case
China’s economic recovery remained largely on track in September, PMI data out Wednesday suggested. The
Risk On In A Risky World
Global equities came into the new week looking for gains as risk appetite was buoyant
Trump Administration Sanctions China’s Top Chipmaker In Possible ‘Tipping Point’
Earlier this month, shares of Semiconductor Manufacturing International, China’s top chipmaker, plunged on reports the
Something Dramatic This Way Comes
You can now toss out whatever expectations you may have had for the news cycle
Revisionist History Funded By IPOs And Forced M&A: A Glimpse Into Post-Democratic Capitalism
In “What’s Really At Stake In November“, I described the forthcoming US election as an
Tragically Apt
US equities struggled Friday as the Trump administration introduced fresh uncertainty into an already fraught
Fun And Games
“Investors await catalysts”, read one chyron on a quad witching Friday, capturing the “limbo” character
Keeping Up With The Kardashians
Global equities were mixed and US stocks looked poised to build on gains as traders
Everyone’s A ‘Loser’: Meaningless WTO Ruling Marks Peak Absurdity In US-China Trade War
“Before the Trump administration came along and decimated the Appellate body, a case like this
Exploding Trees
“After a short period of time, after about 18 months, they become very dry, they
M&A(benomics)
Global equities were buoyant to start the new week as deal activity, a smooth leadership
Boiling And Launching
“If related enterprises are transferring technology abroad during trade, investment or technical cooperation that fall
Kevin Mayer Finds Mortal Geopolitical Combat Much Harder Than Running Streaming For Mickey Mouse
That didn’t last long. Less than four months into the job, TikTok CEO Kevin Mayer
Trump May Accuse China Of ‘Genocide’ In Potentially Dramatic Escalation
Just when you thought Sino-US relations couldn’t possibly get any rockier, sources say the Trump
Optimism (The Generic Kind)
Predictably, market participants (both carbon-based and otherwise), chased headlines around a phone call between Bob
No Going Back (Squaring The Circle)
It’s a broken record, but squaring financial asset prices with reality is becoming an increasingly
You Two Make A Great Decoupling
A hodgepodge of catalysts supported risk appetite early in the new week, including news that
Value(less)
It was only “right” that the week should end with another day of outperformance for
Decay, Dollars, And Downward Spiraling Death Stars
There was talk Wednesday of a “trimmed down” stimulus plan in Washington, where Democrats and
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