The ISIS Ideology: Something Borrowed, Something New
“…not one bore any substantive relevance to Islamic State ideology, suggesting a shallow ideological grounding at best.”
“…not one bore any substantive relevance to Islamic State ideology, suggesting a shallow ideological grounding at best.”
“The implications are far reaching, with scarcely a country in the region not at risk of being drawn in.”
“In our opinion, this is not dangerous market complacency but a reflection of an abnormally tranquil macro environment, with a benign economic outlook, very supportive financial conditions, and lower political risks”…
“It is not hard to show that someone in the Brigades knows someone who knows someone in al-Qaeda.”
“Ambassador Otaiba must certainly be aware that the United Nations and the U.S. Treasury Department list 10 times as many suspected terrorists and terrorist financiers from the boycotting countries as from Qatar.”
A hunting trip gone wrong…
“I haven’t seen that much red since I pulled up Fannie Mae’s portfolio in the depths of the great financial crisis. Those are some f’ugly numbers.”
“Could it be utility stocks smell the coming economic slowdown ahead of the bond market?”
“Flows into EM assets persists despite this sort of news that you’d think would have the opposite impact.”
“Air Sultan”…
Donald Trump welcomes Turkish President Recep Tayyip Erdogan to Washington on Tuesday which is hilarious for
Now I don’t know why, but a whole lot of people have gotten it in
“Whether this gets executed is a different story”…
“Blame dividend payments, weddings in India, or simply plain profit-taking but”…
“Yet too many investors mistakenly believe good old fashioned fundamentals still drive financial asset markets. Nothing could be further from the truth. Since the 2008 credit crisis, Central Bank flows have made a mockery of financial pricing theory.”
“During the past five years, May has been the worst month, on average, for EM FX. I remain a structural long-term bull on emerging markets, but the next month could see a painful cleanout of complacent positioning.”
The powers that be in Europe (those would be the same folks the Marine Le
Monday is “write your own Turkish lira jokes” day…
Boom! It’s Monday. Let’s hit the ground running.
The outcome removes prevailing uncertainty in Turkish politics, “at least in the short-term,†says Rabobank’s Piotr Matys who sees scope for the lira to rally to 3.5561 against the dollar, and then 3.40 as “the next potential short-term targetâ€
As you’re well aware, tomorrow is kind of a big deal in Turkey. Earlier today, we
Let’s just be clear about one thing: the idea that retaking Raqqa from Islamic State
TRUMP TELLS WSJ UNDECIDED ON RE-NOMINATING YELLEN: CNBC
“We believe that we are likely to see a similar response from low-cost producers to that seen in the oil market to the rise of shale production. OPEC, which has been limiting its production for a long period of time, decided to take on the shale producers in 2014, ramping up its output in a bid to force shale producers to reduce their investment and output. This eventually occurred in 2016.”
Syrian Jets Bomb Idlib Town, Using White Phosphorus: Jazeera
“Based on information released by the U.N., the Organisation for the Prohibition of Chemical Weapons (OPCW), nongovernmental organizations, and the U.S. and European governments, it is possible to construct a picture of the Syrian government’s entire chain of command involved in the research, production, weaponization, planning, and delivery of chemical weapons.”
Here’s a rundown of pretty much everything you need to know in terms of who said what over the past seven or so hours. Most of this is predictable, but nevertheless you should keep yourself apprised.
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