Bad Moon Rising.
Can you feel the tension?
Can you feel the tension?
“But how easy is it really?”
“So, if we assume that Trump wants to reverse this process, then what’s the logical outcome?”
An “immediate, intense” fucking.
“Let’s run through the numbers”.
“But, alas, the ‘foolish or incompetent people’ skewered in the Donald’s 7:22 AM tweet are not some defunct Commerce Department or USTR officials from bygone times.”
If this were a reality TV show, the ratings would indeed be “tremendous”.
This is a real kick in the balls for Trump – and possibly for Chinese consumers, depending on how it pans out.
“You wanna play rough?!”
“Liquidity was a big problem in the market meltdown of early February, and hasn’t really recovered since then.”
“…we need some market stability at this point and hopefully we get to some calmer waters.”
But hey, at least it’s Friday, right?Â
Yep. Batshit.
Don’t poke that dragon.
As a reminder, they’re prone to doing this.
So as you’ve probably heard, The People’s Republic Of Xi appointed their first new central bank governor in 15 years overnight in Yi Gang.
Marko Kolanovic – a.k.a. “Gandalf”, a.k.a. the “half-man, half-God” – has a new note out and it’s great.
No conspiracy theory about Janet Yellen playing futures trader from her living room necessary.
“I would have never guessed that Japan’s commodity usage held up so strongly following the bursting of their financial bubble.”
A bit of calm amid the still-brewing storm.
Peter Navarro needs no introduction, or maybe he does because as it turns out, a lot of Americans aren’t fully apprised of the extent to which America’s trade policy is now being dictated by a pseudo-academic whose claim to fame is “Death By China”, a documentary that features a Bowie knife with a yuan note wrapped around the handle literally stabbing America in the heart(land).Â
And so we close the book on February.
“So yeah, maybe Canadian housing is stupidly overpriced, but so is almost every asset under the sun. “
Folks are fired up about the possibility that the Xi “put” will be squarely in place in Chinese markets for the foreseeable future. And by “foreseeable future” I mean…
Well, the Chinese are back.
“…we can kill it.”
There are lingering questions.
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