Concerned Citizens: Full Week Ahead Preview
New week, same issues. But let’s talk about them anyway.
New week, same issues. But let’s talk about them anyway.
Fragile. Handle with care.
“…they’re selling the coin, or the, the corn.”
“We told them that at least we have to see some goodwill.”
Trying to process the kind of narcissistic delirium that’s behind this “strategy” is quite challenging.
If you’re Andrew Brunson, I’m not sure what’s more disconcerting…
“My guess is that it is later rather than sooner, but we are definitely getting closer with days like today.”
Just when you thought it was safe to jump back into the lira.
None of this makes any sense. Not a bit of it. It’s a self-referential nightmare.
“But in the frantic QE-inspired hunt for yield, nobody cared.”
“…the three channels of downward pressure on the RMB are now restricted.”
“The Chinese side reiterates that it opposes unilateralism and trade protectionism and does not accept any unilateral trade restrictions.”Â
It’s probably fair to say that everyone’s TRY forecasts are “under review”.
“As the tide of excess liquidity recedes, EMs like South Africa will begin to pay the heavy price of this misallocation of credit.”
Recep Tayyip Erdogan has a plan.
Turkey’s woes are not any semblance of “contained”.
Pray for Turkey.
I think the “oranges” may “know” more than they think.
Lost in the shuffle, but not for long.
What’s going to be a real “shame” is if there’s not some resolution to this situation by Monday.
Make sure you know the whole story.
“…markets need to be prepared for a hard landing in the economy, corporate defaults on foreign currency debt, and possible bank failures.”
What could go wrong with this setup?
Why intervention won’t (and can’t) work.
Don’t rule it out.
You’d be forgiven if you’re having a hard time keeping up with the tariff-related news these days.
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