Daily Kickstart (Go Home Lira, You’re Drunk Edition)
“There is still much uncertainty about how his exact economic agenda will look,” Commerzbank’s Thu Lan
“There is still much uncertainty about how his exact economic agenda will look,” Commerzbank’s Thu Lan
Capital flight from China is a hot topic these days. Indeed, this week’s overnight news
“Global markets really couldnÂ’’t seem to give a toss about events in China. Yet they should.”
Overnight I quoted Goldman on the way to explaining why a short yuan bias was
“We think tighter capital controls are stop –gap measure that may plug one hole but won’t prevent another one emerging elsewhere”…
Whither the yuan…
Markets have been rallying quite strongly on this notion of fiscal hope but, as we
At long last, the holidays are over. I like the peace and quiet as much
Earlier on Wednesday I highlighted tightening liquidity in China. For anyone who missed it or
“We again have the condition of low volume plaguing markets,” Jingyi Pan, market strategist at IG
Happy 2017. Sh*t wait. I forgot. We’ve still got one last holiday shortened, low volume,
It makes total sense to take some money off the table. We’ve priced in no
For those who might have missed a beat or two today, here’s Bloomberg with everything
Almost as a rule, markets are suspicious of China’s official economic data. There’s a fairly
By now, it feels like a US recession is inevitable. The headwinds are gale-force, and
It’s “everybody back in the risk pool,” Nomura’s Charlie McElligott said Tuesday, on the heels
It’s all too easy to cite a litany of concerns in the course of suggesting
Negativity on the macro front is finding its way into investor sentiment despite robust earnings,
An already tenuous situation in mainland Chinese equities deteriorated further Tuesday despite state intervention to
Global equities surged Thursday, as markets were seemingly thrilled at the prospect of an imminent
“…the path of the S&P 500 through year-end is not likely to be smooth”.
“This is obviously what the market is debating right now in real-time”.
If only there had been warning signs…
“We plan to test all believers of that church”.
The optics leave something to be desired.
It’s not contained. Or at least not yet.
“As a result of these actions, 3M initiated a restructuring that will reduce approximately 1,500 positions”.
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