The Sum Of All Fears: What Happens If All The Tail Risks Are Realized?
“… a realized turn for the worse.”
“… a realized turn for the worse.”
Trade still makes the world go round, sorry Mr. President.
Art of the dealbreaker.
To say the week ahead features a full docket would be to grossly understate the case.
“We are troubled with the opinions we have of things and not by the things themselves.”
“I see scope for Spooz to revisit 2525 level over the next two weeks.”
“Makes so much sense”…
This will be a true test of whether bad news really is “good” news.
“…over time the cumulative cost can become very high.”
“The author does not believe markets will come back to the ‘good’ Trump story anytime soon.”
Ok, it’s time for “narrative” check – as it were.
“Make people rely on charity mac & cheese again!”
This will likely get worse before it gets better.
“Juuust a bit outside.”Â
The political landscape stateside is a bit fraught right now – maybe you noticed.
This is the vaunted “wealth effect” – only in reverse.
“If we are indeed nearing the point where the Fed stops tightening (both QT and Fed Funds), should this offer investors confidence”?
The new week is coming.
“Buzzwords” and buzzkills.
“…we see it as part of a much part of a much broader picture.”
Uh oh.
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