Beware Fallen Angels: One Bank Ponders The Fate Of The European Junk Market
“… it fills us with a lot of fear [and] not just because many central banks would be relatively constrained in their ability to cut rates after their big post-GFC easing.”
The Decision Tree: Why The Odds Of Permanent Tariffs Are 75/25
In favor, that is.
Wilbur Ross: Come Hell Or Low Stock Market, Trump Will Not Surrender On Trade
“…there’s no bright line level of the stock market that’s going to change policy.”
Iran Says Saudi Arabia Is ‘Walking Out Of OPEC’ By Entertaining Trump’s 2 Million Barrel Bombast
“… there is no way one country could go 2 million b/d above their production allocation unless they are walking out of OPEC.”
In Absurd CNN Interview, Peter Navarro Basically Accuses Harley-Davidson And General Motors Of Being Foreign Agents
“Speaking with forked tailpipe”.
Requiem For A Rally: 2018’s First Half In Charts
Remember January?
Trump Wakes Up, Says ‘Maybe’ Saudi Arabia Will Upend Oil Market With 2 Million Barrel Production Increase
“”Good morning, this is your President, coming to live on Twitter from my bedroom, and I’d like to share some highly confidential, highly sensitive geopolitical news with you”…
Trader Asks: Does IG Know Something Everything Else Doesn’t?
“Something unusual is happening.”
Larry Kudlow Now Just Plain Old Lying On National Television About The Deficit, Because Who Even Cares Anymore, Right?
Boy, I’ll tell you what, Fox News is having one helluva day when it comes to cramming lies down the throat of the American public.
A Rabid Badger And How To ‘Snatch Defeat From The Jaws Of Victory’
“What may degenerate into an extended trade war of attrition could preserve financial market volatility indefinitely.”
Steve Mnuchin And Maria Bartiromo ‘Won’t Use’ The Term ‘Fake News’ To Describe WTO ‘Rumor’, Instead They’ll Just Call It ‘Fake News’
Oh, nothing. Just sycophants being sycophants.
‘We Always Get F*@%ed By Them’: Trump Set To Pull U.S. Out Of WTO Because He’s ‘That Nuts’
“We think he’s nuts, but not that nuts”.
Operation Twist – With European Characteristics
If you’re in EGB steepeners, this probably isn’t great news.
European Assets Get Fleeting Reprieve From Migration ‘Deal’ In Purported Boon To Italy’s Populists
“Mobilizing” to find a “solution”.
EastWest: Why U.S. Banks Are Poised to Outperform Canadian Counterparts
“Try Googling “Canadian banks 2008 crisisâ€.
Silence Is Golden.
Don’t expect it to last.
Ray Dalio Has A Convoluted New Plan To Pretend He’s Not Running Bridgewater Anymore
Something about a partnership and phantom equity holders and a “continuously improving perpetual motion machine.â€
John Kelly To Exit Trump Administration As Soon As This Week
Remember how John Kelly wasn’t going to leave the White House? Yeah, well…
Amid Nightmare Quarter, Here’s The ‘Severe Bear Case’ For Emerging Market Outflows
This is *not* the base case, but someone will invariably pitch it as such.
Have You Ever Thought About Making 5 Times The Median National Income By Operating A Fleet Of 40 Vans? Asking For Jeff Bezos
“From here on, nothing goes down unless I’m involved. A nickel bag gets sold in the park, I want in.”
‘Someone Or Someones Are Really Scared’
“… we’ve been doing this long enough to know when acute demands for liquidity will likely arise and that’s what it feels like.”
Yuan Dive Continues
It may be a different day, but it’s the same story for Chinese assets and that’s not the best news.Â
One Trader Reminds You To ‘Mark Your Calendar’
“It’s that time again.”
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