Only The Dead Have Seen The End Of (Trade) War
“…will only get worse.”
Markets Warily Weigh Aggressive Trade Banter As New Week Dawns
“We are right where we want to be.”
‘Big League’ Drama: Full Week Ahead Preview
Barring something (else) out of left field, the week ahead will be dominated by trade jitters.
‘This Trade War Has Been Personalized’: One Bank Frets Over ‘Totally Unexpected’ Escalations
“We must approach our analysis with humility”.
Here Are The Macro And Market Implications Of Three Main Trade War Scenarios
“Risk of global recession”.
As Trump Threatens China Again, Here’s What Happens To Inflation In A Worst-Case Tariff Scenario
“…the deal will become far worse for them.”
What’s Next In The US-China Trade Standoff?
“It’s very simple!”
Goldman: ‘There Is Limited Combined Firepower To Buy Stocks’
On the bright side, there’s always buybacks.
Week Of Warring Ends With Drawing Of Battle Lines For Trump Tax Returns Fight
“Therefore, please see the enclosed subpoena.”Â
Nomura’s Charlie McElligott Recaps Critical Market Dynamics, Macro Themes In Sweeping New Interview
Around the world and back again.
The Macro Tourist Talks Vancouver, Casinos And Grandma
“Sure. Be my guest. But I warn you, it hasn’t been nice.â€
Here Are The 4 Drivers Of The ‘Local Vol. Ceiling’
Fleeting stabilization?
Crazy Like A Fox?
A fine line…
‘Tariff Man’ Unleashes Wild China Tweetstorm, Deletes It All, Tweets It Again
“Just sit back and watch!”
Desperate Times…
… call for desperate measures.
Is Negative Convexity Risk ‘Flashing Red’?
Spoiler alert: “Not yet”.
‘Me, This Donald Trump’ Got A Wee Bit Off Track On Thursday While Discussing ‘Medical Billing’
At least he covered a lot of ground.
With Stocks In Free Fall, Turkey’s Monetary Policy Descends Into Farce
Soft, rubber mallets.
Tensions on The Front Burner – Full-Flame
At least Bitcoin is doing well.
Broken Deals And Shattered Rally Dreams
There’s an “art” to this.
This Looks Like Another Record Year For Bond Defaults In China…
No time for complacency.
Thanks, Jerry, But This ‘Constitutional Crisis’ Started A Long Time Ago
Who’s really cynical, mean-spirited and irresponsible here?
Trading Trade And A ‘Spiral Away From Equilibrium’
“What if markets do not understand how policymakers will respond?”
Nomura’s McElligott On VVIX, More Mechanical De-Risking And ‘Pure Minsky’
“If you’re short vol, you make money…but eventually die. But if you’re long vol, you die before you make money.â€
More Questions Than Answers In Latest Chinese Trade Data
If you’re looking for clarity on China’s economy from the April trade data, you can look elsewhere.Â
‘The Real Surprise Is That It Took Trump Until Sunday To Blow Up’: Trade Outlook Sours Further As Details Of Rift Emerge
Slowly but surely, a more complete picture is emerging of what went wrong between the US and China.
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