Summer Lull Meets Data Deluge, Earnings: Full Week Ahead Preview
Markets are ostensibly free to focus on the “fundamentals” again.Â
Markets are ostensibly free to focus on the “fundamentals” again.Â
It’s time to use “all of the instruments” again.
The same worry, but now it’s more acute.
Get ready Steve Mnuchin, you’re about to be in charge of perpetrating an all-out currency war.
Wish her luck, she has big shoes to fill.
“Life, uh…Â finds a way”.
“For the first time in a long time, I am very happy and proud for my country.”
“You gotta, stand back from it, you know.”
If you had any lingering doubts…
“President T.” is upset with “Mario D.”
And there’s a Nassim Taleb quote for good measure.
“Risk-positive”?
“[It’s just] another important tool in the toolkit.”
“We have plenty of room in interest rates.”
Here we are – walking into meetings with America’s closest allies and proudly pointing at bulging binders.
“Global trade is clearly now being dragged into the mud by a ‘vicious spiral’.”
Donald Trump likely won’t be in a good mood as the new week dawns.
But beware “miscalculations”.
“Ongoing concerns about export-market access”…
“The ‘Trump put’ has now evolved into a ‘Trump collar’.
Now we’ll all wait on the inevitable tweets.
“[The numbers] are literally bad”.
“Shouting our mouths off.”
“What if markets do not understand how policymakers will respond?”
“The government debt and deficits scolds are just plain wrong, in our view.”
Hindsight is 20/20.
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