Goldman Updates Tariff Analysis Chris Wallace Used To Grill Peter Navarro
Here are the facts.
Former Chinese Central Bankers Say Currency War Risks Rising, Official Warns Of ‘More Measures’
Meanwhile, the People’s Daily is on offense.
‘Hang On!’ Peter Navarro Will Never Test Sara Eisen On Currency ‘Manipulation’ Again
“Why is that ‘clearly they’re manipulating”?
Ray Dalio Weighs In On ‘Spreading’ US-China War In Interview
“Unfortunately the war with China is spreading”.
August Market Turmoil Proves ‘Bad News Is Good News’ Trading Philosophy Has Limits
Perverse dynamics only persist until their inherent contradiction is exposed.
Meanwhile, In Turkey, Erdogan Purges Central Bank, Gets $1 Billion High Five From China
“Really disappointing”.
Bond Infatuation Nears Record Extreme As Duration Obsession Hits Escape Velocity
For now, anyway, the exit from this self-fulfilling prophecy appears to be blocked.
Trump Shakes Up Markets With Dizzying String Of China, Huawei, Fed, Dollar Comments
“If we don’t that’s fine, if we do that’s fine”.
In Junk Bonds: Exodus
So, is there any good news here?
Italian Bonds Plunge As World Prepares For Effective One-Man Rule In Matteo Salvini’s Italy
It’s a wrap. Italy now belongs to one man.
As UK Economy Posts Shocking Contraction, One Bank Raises Odds Of No-Deal Brexit To 50%
The UK is now one more bad quarterly GDP print away from a technical recession.Â
Bernanke Deputy Kohn: Political Pressure Is Nothing New, But Trump’s Recent Actions Unique In History
“I am somewhat worried that constant criticism could over time undermine public support for Fed independence”.
Trump Ponders Freezing Huawei Licenses In Retaliation For China Farm Insult
Another mini-escalation, perhaps.
S&P’s Bloody Week Turns Green, Goldman Cools On Bond Rally And Hope Floats For Stable Yuan
Fingers crossed. “Thoughts and prayers”.
‘Jefferson Beauregard Sessions Acted In Furtherance Of Trump’s Scheme’: Read Andrew McCabe’s Lawsuit Against DoJ, FBI
“Trump’s use of threats to cause his subordinates to act is memorialized in his tweets”.
Elections Are Coming: Salvini Pulls Plug On Italian Government At Long Last
It was a long time coming.
Carl Icahn Suggests Trump Is Wrong On Fed, Says ‘Just Cutting Rates Isn’t The Answer’
“If it were that easy, you’d never have these cycles”.
Intervention Imminent? Trump Cranks Up Currency War Rhetoric With New Dollar Tweets
We are now squarely in the throes of a global currency war.
Peter Navarro Calls For Huge Fed Cut, Trashes WSJ In Bartiromo Interview
Deflect and blame the Fed. It’s so easy.
‘Boom!’: Did Germany Just Change The Game With Long-Awaited Fiscal U-Turn?
“Fiscal [stimulus] changes the whole equation”.
With ‘Crash’ Bets Bid And Downside Risks Lingering, Nomura’s McElligott Talks Possible ‘Quiet’ Period
That said, risks come back into play starting in late August.
Matteo Salvini May Collapse Italian Government Imminently – Cites Lack Of ‘Love Making’
“It’s better to look each other in the eyes and take an adult decision”.
Albert Edwards: Maybe Trump Does Have The Upper-Hand On Xi In The Trade War
“What if – take a deep breath – the Chinese authorities are not as in control of events as investors assume”?
China’s Yuan Fixes Through 7 For First Time Since 2008, While July Trade Data Tops Estimates
Paradoxically, this could serve as something of a pressure valve.
After Wall Street’s Biggest Comeback Of 2019, All Eyes Turn To The Chinese Yuan
“Playing with fire”.
Pimco: ‘It’s No Longer Absurd To Think US Treasury Yields Could Go Negative’
“US Treasuries – which many investors view as the ultimate ‘safe haven’ apart from gold – may be no exception”.
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