Something For Everybody: Full Week Ahead Preview
Whether you’re a geopolitics buff, a Beltway junkie or a market addict, the week ahead has you covered.
‘Someone Get King Salman On The Phone’: OPEC+ Just Ignored Trump’s Twitter Demands
Donald Trump is furious about oil prices again and this time around, OPEC doesn’t care.
‘Yields On The March!’ Reflecting On The Latest Bond Selloff
“…this time without financial media concern.”
Goldman Asks: What’s So Special About The Dollar, Anyway?
This is the dollar’s “key statistical property”.
‘I’m So Happy’: Trump Posts Video Of Himself Lying About Wage Growth
“For the first time in many years, wages are going up”…
Internal RNC Poll Shows Nancy Pelosi More Popular Than Trump And That’s Not Even The Punchline…
Why? Why would Republicans stick with something that an internal study says isn’t working?
Trump Gets His War: China Cancels Trade Talks With U.S. After Latest Escalation
So much for “forcing” them to the table.
Will Somebody Please Tell Trump That Attacking Sexual Assault Survivors On Twitter Is A Bad Idea? Thanks.
The biggest question mark going into next week may not even be whether and when Ford testifies and under what conditions…
Rod Rosenstein Definitely Didn’t Secretly Record Trump And Plot To Oust Him With The 25th Amendment, Ok?!
This wouldn’t be the first time someone has mentioned the 25th…
‘Yet Another Vol. Event’: What Happened In Hong Kong?
More tantrum symptoms, more fragility.
Let’s All Take A Minute To Marvel At The Train Wreck That Is ‘Brexit’
“For those of you who enjoy watching someone at the end of their rope ramble through a tacit admission of defeat”…
Don’t Look Now, But Chinese Stocks Just Logged A Monster Weekly Gain
Don’t call it a come back.
The Donald’s Last Stand: A Heroic Trump ‘Takes A Stand’, China Presses For WTO Sanctions
Donald Trump is ready to “take a stand”, ok?
Trader: Things Have Changed And Here’s Where The World Is Going Next…
“Although the Republicans are supposedly the party of fiscal conservatism, we all know that sort of talk is only for when they are not in power.”
There Will Be No Exemptions: Trump May Force U.S. Companies To Upend Supply Chains
The President is perhaps more serious than anyone imagined about actually attempting to rewrite the history of global trade and commerce
‘Is The Ice Age Over?’: Albert Edwards Ponders The End Of His Most Famous Investment Thesis
“…or is this just déjà vu all over again?”
In Norway, A Dovish Lift Off
“[I hope]Â normalization of rates comes before the next downturn.”
Markups Everywhere: The Evidence Is Compelling That We’re All Getting Fleeced
“The fact of monopoly markups has been obvious to Buffett and the big banks for years. Now the academic evidence seems to be catching up.”
One Bank Takes A Wrecking Ball To ‘Global Liquidity Shortage’ Narrative
“Are central bank balance sheets really shrinking at all?”
Is The Reflation Trade Back? Not According To One Bank
“The ‘reflation trade’ indicator continues to lose momentum; we do not foresee a sharp reversal towards the ‘reflation trade’ for the remainder of the year.”
On Dianne Feinstein’s Handling Of Kavanaugh Nomination: Don’t Hate The Player, Hate The Game
Duly noted, Bob, but at this juncture, the GOP is damned if they do and damned if they don’t.
You must be logged in to post a comment.