Explaining The $1 Billion Hostage Deal FT Says Triggered Monday’s Qatar Drama
A hunting trip gone wrong…
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Goldman Releases Subliminal, One-Sentence Warning On Qatar
“We have received a number of questions”…
$9.2 Billion Wiped Out In Qatar Stock Rout: Surveying The Carnage
It was a rough day for financial assets in Qatar following a decision by Saudi Arabia,
Qatar Cut Off: Everything You Need To Know About Monday’s Mideast Earthquake
You might be wondering why Saudi Arabia seemingly gave Qatar the Fredo Corleone treatment on Monday.
“Lower For Longer”: Goldman Presents “The Shale Productivity Paradox” (Part Deux)
“Even if declines stay elevated, there is not room in our view for the market to handle “full capacity†from shale, OPEC and Top Projects at $55/bbl WTI without inventories moving well above the 5-year average on days of demand basis.”
Dear America: “Something Is Not Right!”
In the middle of one night
Miss Clavel turned on the light
And said, “Something is not right!â€
Oil Just Had A “Sell The News” Moment. Here’s What Goldman Thinks…
“How can OPEC avoid this boom-bust cycle and achieve both fiscal stability and rising revenue through oil market share gains?”
“Unexplained, High-Volume Drops,” Yuan Shenanigans, And A Cartel Meeting
Well, things have been “choppy” overnight and especially around the flood of OPEC headlines that
OPEC Agrees To 9-Month Extension Of Cuts, Market Shrugs
The OPEC headlines started coming in hot and heavy around 4:30 a.m. EST and it
“It’s All About Optics”: For OPEC, 6 Months Ain’t Gonna Cut It
“After Khalid Al-Falih’s comments over the weekend that “We think we have everybody on board†and “Everybody I’ve talked to indicated that nine months was a wise decision†It would appear that a 6-month extension would be a backtracking of sorts.”
Monday Satire: America Changes Its Mind On Travel Ban From Muslim Countries
“In a notable shift of public opinion, a substantial majority of Americans now favor a travel ban on a person who has recently visited a Muslim country, a new poll shows.”
“Thy Orb And Thy Staff They Comfort Me”: “Risk Feels A Bit Better Today!”
Yea, though we walk through the valley of the shadow of death, we will fear no geopolitical tail risk: for Donald Trump art with us; thy orb and thy staff they comfort me…
“Sharks In The Sea Of Tranquility” – Looking Ahead
So what did we learn last week? Well, we learned that despite what amounts to
In Islam Speech, Trump Fights ‘Barbaric Criminals’ In Epic ‘Battle Of Good Vs. Evil’
TRUMP TO SAY WAR ON TERROR IS `BATTLE BETWEEN GOOD AND EVIL’
TRUMP: WAR ON TERROR NOT BATTLE BETWEEN DIFFERENT FAITHS
TRUMP: WAR ON TERROR IS FIGHT AGAINST `BARBARIC CRIMINALS’
North Korea Decides Now’s As Good A Time As Any To Launch Another Missile
No one should be surprised by this. Pyongyang is hell-bent on staying in the spotlight and Trump’s jaunt across the Mideast threatens to shift the focus away from the North/South tensions. So you know, some sabers needed to be rattled. They’re probably also intent on testing the mettle of new South Korean President Moon Jae-in.
Reuters: Trump To Sabotage Special Counsel Probe With “Obscure” Rule, Smear Campaign
Surprise!… Donald Trump is already trying to impede former FBI Director Robert Mueller’s efforts to investigate
“President’s Day”: Iran Is Voting, Brazil Is Panicking, Trump Is Traveling
It feels quiet in America on Friday morning. Maybe that’s because Donald Trump is leaving
One Bank Says Trump Won’t Be Impeached … Yet
“To date no US President has been impeached by his own party, and given the highly charged partisan environment, we think that evidence of a breach deemed sufficient to trigger impeachment proceedings would have to be very robust. However, if there is a change in the composition of control in Congress post-Midterms and Democrats pick up significant seats, the political calculus could change.”
“It’s Funny Because It’s Treason”: Global Markets Jittery As Trump Makes New Lows
We start Tuesday on a treasonous note… So because he’s President, Donald Trump gets some
Apparently, Energy Is One Place Where Equities Are Smarter Than Credit
Early last month, we showed you a chart that “made no sense.” See how the
In Oil, It’s “Smart” Versus “Dumb” Ahead Of OPEC Meeting
Let’s give it two weeks and revisit this to see who was actually “smart” and who was “dumb.”
China Rolling Over + Ballistic Missile Test By Hermit Regime = “Monday Risk-Friendly Tone”
“The weekend news – softer industrial production, Capex and retail sales in China, higher oil prices as Saudi Arabia and Russia agree that output cuts should be extended through Q1 2018, a North Korean ballistic missile test – sees us start in mild risk-friendly tone.”
Oil And China. Because What Else, Right?
It’s Monday. Hell yeah! Let’s start in China, because… well… because where else, right? We
The OPEC Report, A History Lesson, And A Geopolitical Reality Check
It takes some time to figure out exactly the right mix of cuts and jawboning to get to that sweet spot. That’s all you’re seeing.
Here’s How “Complacent” FX Markets Are Ahead Of The “All-Important” OPEC Meeting
Well (get it?), it’s become apparent over the past two months that the whole “these
“Nazi-Be-Gone” Rally Fizzles As Female Hitler Loss Seen Largely Priced In
Ok, so it’s Monday and France didn’t elect a fascist. So we’ve got that going for
Gulf Stocks Tumble, Kuwait Plunges As Oil Bull Thesis “Obliterated”
“Do you see what happens Larry?!”
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