Of Chimps And Dictators.
Believe it or not, that’s actually an “in defense of Trump” comment.
Rise And Fall Of The ‘Zombies’
What happens to the zombies (so to speak)?
Trader: ‘That’s Not A Bond Bear Market’…
“And you would think that this might be bullish for bonds, but no, far from it. A Central Bank that is not willing to invert the curve and take the economic hit from forcing a recession is a bond investor’s nightmare. After all, apart from default, inflation is the absolute worse thing out there.”
If You’re Calling North Korea’s Nuclear Olive Branch A Victory For Trump, You’re Probably A Trump Whore
So in other words, Kim will tell you he’s destroyed his nukes (just like Bashar al-Assad will swear he has no chemical weapons) if everyone acquiesces to letting a repressive regime that starves its own people and murders dissenters remain in power.ÂÂ
You’re Lying About Kuroda, So Let Kuroda Tell You What Kuroda ‘Never Said’
Right. Get your shit straight people.ÂÂ
David Stockman: ‘Hey Donald, There’s A Problem, But It’s Not What You Think It Is’
“The global trading system’s newly activated one-man wrecking crew was at it over the weekend.”
Trade On, Trade Off.
Days like today are always amusing to the extent they bring out the Don Quixote in people.
Sam Nunberg: Fucking Moron.
“What just happened?”
Trump: I’m Not Backing Down Because ‘It’s Called NAFTA’ And Europe Sends Cars ‘Like Water’
This is like a drunken cowboy firing off a pistol in a saloon. He may not be trying to hit anyone, but it’s certainly possible that someone will get shot.
High Yield ETF Shell Game On Full Display
Ok, dammit….
Here Is A Brief History Of U.S. Trade Since The Great Depression
“Nationalism is war.”
Trump Wakes Up, Says Canada Is Abusing Farmers, Says Mexico Is Killing Millions Of Americans
Donald Trump is up and he wants you to know that he’s got trade on his mind.
‘Germany Balanced It Out’: World Reacts To Fraught Italian Election
For now, the market mood seems to be something akin to “fuck it, we’ll worry about this later”.
Not For The Faint-Hearted: Full Week Ahead Preview
This is not going to be for the faint of heart.
What Could Go Wrong? Industrials And Materials Edition
Allow me to present a juxtaposition for you.ÂÂ
Kashkari, A ‘Resounding No’ And The Norwegian Blue
Like the Norwegian Blue, they’re “deceased”. They’ve “expired and gone to meet their maker.”
As Navarro Ratchets Up Trade Rhetoric, Take A Minute To Meet Mr. ‘Death By China’
Peter Navarro needs no introduction, or maybe he does because as it turns out, a lot of Americans aren’t fully apprised of the extent to which America’s trade policy is now being dictated by a pseudo-academic whose claim to fame is “Death By China”, a documentary that features a Bowie knife with a yuan note wrapped around the handle literally stabbing America in the heart(land).ÂÂ
Angela Merkel’s Fourth Term Secured As SPD Votes To Join Coalition
Good news on the political front: Angela Merkel has (finally) secured a fourth term after the SPD voted to join her CDU/CSU bloc in another coalition.
Analysts Can Think Of Worse Things Than A Trade War – Like Say, ‘An Asteroid Hitting The Earth’
So basically, Ben just said that the only thing he can think of off the top of his head that would be worse for financial markets than Trump starting a trade war would be if the plot of “Seeking A Friend For The End Of The World” became reality.
Here’s Why Trump’s Tariffs Actually Make A Lot Of Sense
“A lot of people are saying that.”ÂÂ
Trump Keeps It Comin’, Threatens To ‘Simply’ Tax European Cars In Saturday Rant
It’s almost like we forgot who we were talking about for a minute.
JPMorgan Asks: ‘Has The Marginal Equity Buyer Gone?’
I guess you can’t blame investors being a bit shell-shocked.
David Stockman: ‘The Trump Tariffs Will Send Economic Harm Cascading Downstream’
“Needless to say, the Donald’s un-varnished, un-vetted and un-shackled thoughts whims on most any topic are a thing of considerable disruptive potential. But when it comes to trade, his mind beats to the sound of a drummer not from this world or even possibly the next.”
Have Genius, Will Travel.
Well needless to say, this was not a particularly inspiring week.
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