‘3D Chess’ Tariff Strategy Looks Suspiciously Like Chaos To Stocks, Bonds, Fed
Investors and policymakers are increasingly wary of the White House’s “crazy like a fox” tariff tactics.
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As Manic Market Moves Metastasize, Mind The Liquidity Drought
A recipe for “fun”.Â
US, China Engineer Massive Yuan Rally, Stock Surge, But Fed Outlook Still Cloudy
The cross-asset reaction to the latest tariff news was quite dramatic.
Fed’s Job Gets Even Harder As Core Inflation Comes In Hot
For the second month in a row.
‘Goldilocks’ Has Left The Building – Again
Bad news is just bad. And cross-asset returns since the latest tariff escalation reflect as much.
A Tale Of Two Century Bonds
What a time to be alive.
2 Simple Reasons Why US Assets Are Now More Vulnerable To Volatility In China’s Currency
This was always the risk.
Déjà Vu All Over Again As China May Provide Relief To Trump’s ‘Great Patriot Farmers’
A “difficult endeavor”.
Ceasefire 2.0: Trade Talks ‘Right Back On Track’ After Trump, Xi Have ‘Excellent’ G20 Meeting
“As good as it was going to be”.
Market-Implied Odds Of Trade Resolution Collapsed From 80% To 7% Last Month. Here’s Where They Are Now
Enjoy any truce while it lasts.
What If China Just Walks Away?
“Sometimes you just have to walk away.”
Dueling Investor Groups And The Risk Of A ‘Fool Me Once’ G-20
Essentially, we’re right back in the same position we were in headed into the Trump-Xi dinner in Argentina.
‘Tariff Man’ Braces For Veto-Proof Kryptonite As Republicans Balk At Mexico Gamble
“Oh I don’t think they will do that.”
China Considers Canceling Trade Talks, Yuan Dives, PBoC Announces Targeted RRR Cut
On the “bright” side…
Powell’s ‘Pressure’ Point, ‘Proverbial Nickels’ In EM And ‘Going Large’ Out Of The Gate
“For what it’s worth”…
Not ‘Cutting’ It: Full Week Ahead Preview
Powell back on the hot seat.
‘A Delicate Moment’: IMF Laments Slowest Pace Of Global Growth In A Decade
“…there are many downside risks.”
The Unfathomable Stupidity Of Stephen Moore
“Why didn’t we make him Fed chair?”
Give Us Back Our Meng!
…if this isn’t resolved, it has the potential to create a permanent rift between Washington and Beijing at a critical juncture for the world.
The Week The Earth Stood Still: Full Week Ahead Preview
If last week was painfully tedious at best and outright boring at worst, this week promises to break the monotony.
Trump Met With Putin Without Translator, Note-Taker Last Month – But Don’t Worry, Melania Was There
It’s not treason if your wife sees the whole thing, we suppose.
IMF Yells At Clouds Again, Cuts Global Growth Forecasts Citing Reckless Trade Policies
Somehow, I doubt anyone cares too much about this, but for what it’s worth…
A Two-Front War, Tariff Headline Hockey And The Updated ‘SG Swan Chart’
The bottom line is that Trump has predictably boxed himself in.
‘Linked By A Common Thread’: Why One Analyst Isn’t Buying The EM Bull Story For 2019
“The plunge in EM asset values and localized crises (Turkey, Argentina) are not unconnected.”
Trump Is ‘Glued’ To The Stock Market -And He’s Running Out Of Excuses
“…it’s amazing what happens when a businessman is allowed to run the economy.”
Marko Kolanovic Delivers 2019 Outlook And It Is Quite Something…
A truly incisive critique from the Street’s most celebrated analyst.
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