‘Political Gridlock Will Not Come Without Pain’: Market And Policy Ramifications Of The U.S. Midterms
A make or break moment for America’s democracy?
A make or break moment for America’s democracy?
“As globalization deepens, the practices of law of the jungle and winner take all are a dead end.”
The midterms. The sanctions. The trade war. Winter is coming.
“It’s the category that counts.”
Who’s concerned about margin pressure? Presumably everyone…
We’re not there yet.
The big question.
“We’ll see what happens.”
Is this rational?
“This is unsustainable.”
On Wednesday, markets received a slew of economic data to support the notion that the era of “synchronous global growth” is over.
The strange case of Dr. Jekyll and Mr. Hyde.
“I strongly suggest voting Democrat.”
Why it would “be prudent” to wait on full capitulation.
“…it would have a psychological impact on people.”
“Chinese policy seems to swing from feast to famine.”
Of ironies and paradoxes.
“We are seeking answers.”
This isn’t all that complicated.Â
As good as it gets.
Remember, foreign investors are “free to do what they want to do.”
What’s priced in and how bad could it conceivably get?
The President has only one regret…
How much can you process?
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