Nomura’s McElligott: Early Summer Melt-Up ‘Most Likely Scenario’ Despite ‘Spectacular’ Global PMI Destruction
The same old “force-in” narrative underpins the bull thesis.Â
That ‘Nuclear Blackmail’ Iran Wasn’t Doing Last Year Is Real Now Thanks To Trump
Everyone warned the president that pulling out of the accord was a potentially disastrous idea.
Mainland Surge.
Monday’s knee-jerk euphoria comes with all the usual caveats.Â
Risk-On, But For How Long? The Data Is Dour
Ultimately, the data continues to come in soft.
A Global Affair: Full Week Ahead Preview
Everything is in play.
Trump On Stocks: ‘People Want This Thinking’ (Points To Own Brain)
“It’s unbelievable the sort of twilight zone that we’re living in”.
Winners, Losers And The Future Of The Trade War Post-G20
“…any deal, if any, will likely be weaker than the 150-page ‘grand deal’”.
Donald Trump’s Dictator Flattery Tour
“I feel great”.
Goldman: Huawei Retreat Is ‘Potential Unexpected Market-Friendly Outcome’
“We’ll see what happens”.
‘Donald Trump Loves Turkey’: Erdogan Says US Won’t Sanction Turkey For S-400 Purchase
“We have heard from [Trump] personally that this would not happen”.
‘He’s Rolling In A Trojan Horse’: Trump’s Huawei Relent Draws Jeers From Schumer, Rubio, Kyle Bass
“Trump might be rolling it into our gates”.
Putin, MBS Agree To Extend Oil Output Cuts, Making OPEC+ Meeting A Formality
And so, that’s that, it would seem.
China, Huawei, Stocks And Khashoggi: Highlights From Trump’s ‘Hot Show’ G20 Press Conference
“And that’s very complex by the way.”
Ceasefire 2.0: Trade Talks ‘Right Back On Track’ After Trump, Xi Have ‘Excellent’ G20 Meeting
“As good as it was going to be”.
At Bin Salman Breakfast, Trump Ignores Shouted Khashoggi Questions, Explains Kim Jong Un DMZ Offer
“It’s good to get along”.
‘Not Enough’: While You Were Focused On Osaka, The More Important Meeting Was In Vienna
“The decision has already been made”.
Jimmy Carter: ‘Trump Didn’t Actually Win The Election’
“Just admit that it happened”.
The Nominee
“That little girl was me”.
Make PMIs Contractionary Again!
As ever, the perverse silver lining is…
Dysfunctional Family.
“Don’t meddle in the election”. And other highlights.
Trump Plans $100 Billion Middle Finger To Middle Class With Possibly Illegal Tax Break For The Rich
A perpetual motion machine for inequality creation.
Twitter Cracks Down On ‘Abusive Behavior’ By ‘Government Officials’
“The Twitter rules about abusive behavior apply to this tweet”.
As Trump Said Unlikely To Lift Huawei Ban, Kudlow Cries ‘Fake News, Just For The Heck Of It’ – Or Something
“Look, let’s see what happens”.
Albert Edwards: ‘By Hook Or By Crook, Jerome Powell Will Be Out’ If There’s A Recession
“If this is what President Trump is like now, imagine if I am right”…
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