America As A Failed State
“Failed states create conditions of unimaginable business opportunities.”
Search Results for: indonesia
Here’s Who Trump Is Likely To Target On Trade – One Bank’s Fresh Look At Tariffs
Nothing says “innovation” like aggressive protectionism.
DACA Schoen: Full Week Ahead Preview
All eyes on (geo)politics. And Canada. Of course.
One Hundred Years Of Solitude: 1917 — 2017
“Extrapolation of the capitalist experience so far indicates that it is working for a progressively smaller segment of its population. At some point, its main problem will have to become its legitimation in the context of liberal democratic mode of social organization.”
This Is Where The Next EM Crisis Will Start
“Fragile Five” and “an alternative version of monetary policy reality.”
Strategist: ‘Asian Asset Boom’ Has One More Round To Go
“Clarity around the next Fed chair, and hence the rate path, should provide a boost to global assets, particularly emerging markets.”
Tammy Duckworth Is Not Amused With Trump’s Transgender Ban
“When I was bleeding to death in my Black Hawk”…
Beeeeeep. I’m Not Sure This Is A Great Idea…
The rather glaring question is what the hell happens in the event exogenous shocks conspire to upset the apple cart?
‘People Can Get Quite Complacent’: They’re Asleep In Asia Too, By The Way
“The market is not always rational.”
One Strategist Says US Stocks Are ‘Most Expensivest Sh*t’ On The Planet
“If you’re used to eating chicken that costs $5/kg, it’s only natural to look for alternatives if the price rises to $10/kg. The problem is that if beef and pork rise from $10/kg to $50/kg, chicken still looks like the best value.”
Here Is The Full Trump Interview Transcript WSJ Didn’t Want You To Read
“And I liked your editorial today, very nice. (Laughs.)”
‘Billions And Billions And Billions’: ECB, BoJ, And Your Full Week Ahead Preview
If you didn’t get your fill of hand-wringing over DM central banks last week, then you’re in luck…
Great Success! OPEC Output Rose Most In 6 Months As Cartel Met To Extend Cuts
Right, so OPEC is out with their monthly report, which is basically just a compendium
Peak Complacency? The Hedges Are Coming Off In Emerging Markets
As is the case with high yield, this is probably a good time to ask
“This Sort Of News” Is Bad, But “There’s A Wall Of Money Out There”
“Flows into EM assets persists despite this sort of news that you’d think would have the opposite impact.”
Traders & Producers “Congregated” To Talk Metals Misery: Here’s What They Said
Goldman chats with some folks in Hong Kong…
Here Are BofAML’s 4 Reasons To Worry About Risk Assets
“As good as it gets?”
The “Curious Curse Of May”: Here’s Where The Risks Are
“Blame dividend payments, weddings in India, or simply plain profit-taking but”…
“This Was Inevitable At Some Point”: Is There A Storm Coming For Emerging Markets?
“This was inevitable at some point. Removing market- supportive measures is a good indication that the recovery in the U.S. is on track.” Whatever you say…
Stock Selloff Goes Global
Investors “needed a good reason to take profit, and here it is.”
Your Last Minute Preview Of Wednesday’s “Other” Big Event
Well, it looks like there may be hope for Europe yet. While some commentators expected
Daily Kickstart (“I Had Some Bad Chinese”)
We’re gonna need a weaker yuan. Data out Friday showed China’s exports falling 6.1% y/y
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