Let’s Talk Farmers, Propaganda, Deere And Denmark
“…they’re selling the coin, or the, the corn.”
Trump’s Plan To Do Away With Quarterly Earnings Reports Is A Terrible Idea – Surely You Know That
“Abolishing quarterly reporting is a ridiculous idea.”
Of VaR Shocks And ‘Sucking Sounds’
That “sucks.”
There’s Only One Kind Of Umbrella For This Perfect Storm
It’s raining, it’s pouring…
Turkey Was Ready To Release Pastor Brunson Last Week And Then…
“We told them that at least we have to see some goodwill.”
You Can’t Fix Stupid: U.S. Treasury Will ‘Pressure’ China To Strengthen The Yuan
Trying to process the kind of narcissistic delirium that’s behind this “strategy” is quite challenging.
Trump Dubs Andrew Brunson ‘Patriot Hostage’, Says U.S. Won’t Pay A Dime For Him
If you’re Andrew Brunson, I’m not sure what’s more disconcerting…
Trader: The Question Is When Does The Fed Blink?
“My guess is that it is later rather than sooner, but we are definitely getting closer with days like today.”
Mnuchin Set To Slap Turkey With New Sanctions As Erdogan ‘Turns Out Not To Be A Great Friend’ 😡
Just when you thought it was safe to jump back into the lira.
Let’s Play Dollar Bingo With Larry Kudlow – Who Had ‘Cherished’?
None of this makes any sense. Not a bit of it. It’s a self-referential nightmare.
‘Let’s Face It, Everybody Knew This Was Coming’: Albert Edwards Weighs In On Emerging Market Crisis
“But in the frantic QE-inspired hunt for yield, nobody cared.”
Volatility In Turkish Stocks Surges To Highest Since Coup As ‘The Dude’ Dumps $120 Million
Anyone for falling knives?
Hello, Yuan Bears? China Will Be Squeezing You Now. Have A Nice Day.
“…the three channels of downward pressure on the RMB are now restricted.”
Progress? China Says It’s Sending Delegation To U.S. This Month To Talk Trade
“The Chinese side reiterates that it opposes unilateralism and trade protectionism and does not accept any unilateral trade restrictions.”Â
Rudy Giuliani Says Trump Ready To Fight Possible Mueller Subpoena All The Way To The Supreme Court
“We would move to quash the subpoena.”
So Much For ‘Just Trolling People’: Trump Revokes John Brennan’s Security Clearance
Now tell us, Paul Ryan, do you still think he was “just trolling people”?
Turkey Gets $15 Billion Bailout Promise From Qatar: Here’s What It Means
A durable alliance.
Blood In The Water: Here’s Why The Emerging Market Rout Is Dangerous
Wednesday is a disconcerting day for emerging markets.Â
Tencent’s Hard Landing Is Stark Reminder Of Tech’s Fallibility
It’s time to quote Howard Marks again…
After Second Worst Week In A Quarter Century, Turkey Engineers Lira Bounce With Swaps Crackdown
It’s probably fair to say that everyone’s TRY forecasts are “under review”.
Turkey’s Erdogan Will Now Tax American Liquor And Cars, Will Also Prosecute People For Talking Bad About His Lira
Who knows, maybe Turkey will indict Trump before Mueller does.
To Spillover Or Not To Spillover, That’s The Question
“Spillover”, “contagion”, “transmission”, etc. etc.
One Bank Warns: ‘Forget Turkey, Asia Is The Elephant In This Room’
“As the tide of excess liquidity recedes, EMs like South Africa will begin to pay the heavy price of this misallocation of credit.”
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