The ECB Will Soon Be Run By A Politician. Here’s What Christine Lagarde Has Said About Monetary Policy
“Whatever it takes” forever.
And Now, Gibraltar Becomes A Flashpoint In The Iran Standoff
“We have detained the vessel and its cargo.”
Justin Amash Quits Republican Party On July 4, Quotes A Chillingly Prescient George Washington
“The two-party system has evolved into an existential threat to American principles and institutions”.
Fourth World War And The Rise Of Political Infantilism
“Happy 4th. Enjoy the fireworks.”
On Eve Of DC Military Parade, Trump Threatens To Bite Iran ‘Like Nobody Has Been Bitten Before’
“Be careful, Iran”, Trump is armed with “Fireworks by Grucci”.
After Slapping ‘Abuser’ Vietnam With 400% Tariffs, Trump Tells ‘Manipulators’ China, Europe He’s No Dollar Dummy
The White House worries America will “continue to be the dummies”.
For Some, A Market ‘Melt-Up’ Is Now The Base Case
The “melt-up” chatter is getting louder.Â
Good News! Italy Avoids Fiscal Persecution As Europe Calls Off The Dogs
“This is good news for Italy and for the euro area”.
Epic Bond Rally Continues To Wow As German Yields Converge On ECB Depo Rate
Who’s brave enough to fade this?
Déjà Vu All Over Again As China May Provide Relief To Trump’s ‘Great Patriot Farmers’
A “difficult endeavor”.
She’s No Stephen Moore, And He’s No Herman Cain, But Judy Shelton And Chris Waller Will Work, Trump Reckons
“If it takes place at Mar-a-Lago that would be great”.
And So, Christine Lagarde Will Try To Fill The Big Shoes
Wish her luck, she has big shoes to fill.
Dear Steve Mnuchin: Consider Yourself Sued For Not Turning Over Trump’s Tax Returns
“Defendants have mounted an extraordinary attack on the authority of Congress.”
Peter Navarro Knows Just ‘What Has To Happen’ To Get The Dow To 30,000 ‘And Above’
“What’s going to get us to Dow 30,000″…
15th Percentile S&P Futures Liquidity Is Potential Land Mine In Selloff
A familiar refrain.
Saudi Arabia Goes Hunting For ‘Free Money’ In Europe
Because why not?
As Trade Euphoria Fades, Markets Return To Parsing Central Bank Guidance
Tasseography Tuesday!
Just When You Thought It Was Safe, Tariff Man Strikes Again, Threatens Duties On $4 Billion In EU Goods
The supplemental list includes items like frozen hams, fruit mixtures, coffee and uncooked pasta.
Cautious Optimism.
One thing’s for sure…
‘The Biggest Risk Going Forward Is The Perverse Fed-Tariff Feedback Loop’, One Bank Warns
“They could create an ever-escalating trade war”.
Push Your Chips.
Art of the walk-back.
Nomura’s McElligott: Early Summer Melt-Up ‘Most Likely Scenario’ Despite ‘Spectacular’ Global PMI Destruction
The same old “force-in” narrative underpins the bull thesis.Â
That ‘Nuclear Blackmail’ Iran Wasn’t Doing Last Year Is Real Now Thanks To Trump
Everyone warned the president that pulling out of the accord was a potentially disastrous idea.
Mainland Surge.
Monday’s knee-jerk euphoria comes with all the usual caveats.Â
Risk-On, But For How Long? The Data Is Dour
Ultimately, the data continues to come in soft.
A Global Affair: Full Week Ahead Preview
Everything is in play.
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