After The Storm: Full Week Ahead Preview
So much for the summer “lull”.
So much for the summer “lull”.
“A provocation”.
“Things are going along very well with China”.
Still not the base case, but if China decides to buy Iranian oil, all bets are off.
“We won’t accept any maximum pressure, threat, or blackmailing”.
The sheer amount of ground Trump covered on Friday is astonishing.
BoJo takes over and other notables from across the globe.
“A low but rising risk”.
“What’s going to get us to Dow 30,000″…
Monday’s knee-jerk euphoria comes with all the usual caveats.Â
Ultimately, the data continues to come in soft.
“We’ll see what happens”.
It’s not “crazy”.
“You gotta, stand back from it, you know.”
The ultimate irony is that just six months ago…
Time to use some of that “tremendous” policy flexibility.
One more aggravating factor.
“Look, from my standpoint”…
“Risk-positive”?
“[It’s just] another important tool in the toolkit.”
We’re gonna need more stimulus.
“Treasury continues to urge China to enhance the transparency of China’s exchange rate.”
We may be moving closer to a situation where Beijing feels like it has no choice.
“This change puts foreign exporters on notice”.
“Global trade is clearly now being dragged into the mud by a ‘vicious spiral’.”
These are the bad times.Â
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