Don’t Look Now, But Junk Bond Spreads Just Blew Out The Most In 12 Years
Well, that’s not great news.
Breaking Point Nears As Hang Seng, Topix Erase 2019 Gains Before PBoC Steps In With Strong Fix
This is why things need to stabilize in a hurry.
Volcker, Greenspan, Yellen, Bernanke Demand Fed Independence Amid White House Attacks
“We are united in our conviction”.
Here’s How Far The Yuan Will Have To Fall To Offset Trump’s ‘All-In’ Tariff Scenario
Potentially, there’s a long way to go yet.
It’s All-Out War As Steve Mnuchin’s Treasury Designates China A Currency Manipulator
This is becoming a “sum of all fears” scenario.
China Digs In, Trump Doubles Down, And The Nasdaq Collapses
By that time, nobody could hear him…
Yield Curve Screams Recession As Trump Screams At China
Mind the 2020 implications.
Biggest Part Of US Economy Slows To Pre-Trump Levels In Bad Omen
The last vestiges of any “Trump bump” are gone.ÂÂ
Trump Decries ‘Major Violation’ As ‘Excessive’, ‘Abnormal’ FX Moves Presage All-Out Currency War
“With a sense of urgency”…
‘The Meltdown Phase Is Here’, One Bank Warns, After Shock Yuan Plunge
“There is probably more pain to come”.
Nomura’s McElligott Weighs In On Monday Mayhem: ‘Never Get Caught Short Gamma In August’
Markets could be in for a messy couple of days.
China Said To Halt Buying Of US Agricultural Products As Trade Tensions Spiral
This isn’t likely to please Donald Trump.
Ghost Of 2016’s Midnight Market U-Turn May Haunt 2020 Election, Goldman Says
Let’s just call it a coin flip.
Maybe Jerome Powell Sent Stocks Exactly The Right Message After All
What would it say about the state of things if the Fed had indicated three cuts were necessary this year?
After The Storm: Full Week Ahead Preview
So much for the summer “lull”.
Raging Rates And Bond Markets On The Boil
To be sure, the situation is “fluid”.
Since WWII, The Number Of Mass Killings Has Been Growing Exponentially
“This is how crazy the world has become”.
Macro Tourist: Don’t Forget Stanley Druckenmiller’s QE Lessons
You know what happens when you assume, right?
Why Unilateral Currency Intervention Is A Recipe For Disaster
“A provocation”.
Wall Street Is Worried About The Fed’s Role In Trump’s Trade War. You Should Be Too
“Things are going along very well with China”.
The Stars May Have Aligned For One Bank’s ‘Uber-Bearish, Extreme’ Oil Scenario
Still not the base case, but if China decides to buy Iranian oil, all bets are off.
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