Daimler Is Trying To Tell You Something. Are You Listening?
If you’re looking for concrete signs that the threat of an escalating global trade conflict is starting to weigh on the outlook, here’s one.
If you’re looking for concrete signs that the threat of an escalating global trade conflict is starting to weigh on the outlook, here’s one.
“…it will get really bad if the Fed is hiking when growth is slowing.”
Some random musings.
“We do not believe this decoupling will be sustainable. Either the rest of the equities must come under pressure or the financial sector must rally.”
“Do you see what happens Larry”
A spoonful of sugar, helps the medicine go down.
Ironies, cartels and trade wars.
Of populism, hegemony and Western democracy.
Because “fuck ’em”, that’s why!
Well, say what you will about the relative merits of Jerome Powell’s “plain English” approach to press conferences, but Mario Draghi just delivered a clinic in how to do this “right.”
The prospect of punishing tariffs isn’t helping matters.
“You will ride eternal, tacky and gold leaf”…
As everyone holds their breath…
I doubt it, but as Trump would say, “we’ll see what happens”…
Muddling through, where that means: voracious rally.
One certainly imagines this is going to be too little, too late given Trump’s recent penchant for escalating any and all conflicts whether related to trade or domestic politics, but for whatever it’s worth…
Shifting alliances, political turmoil, conspiracy theories and just the usual crazy shit.
“Quick – the United States suddenly backtracks on half century of globalization and enters a trade war with almost all of its trading partners – do you buy or sell equities? And how about bonds?”
Aaaand that’s the week.
Well, we already know what President Dennison thinks about the May jobs report. In fact,
Who needs allies, anyway?
Good luck trying to figure all of this out.
It’s a good thing no one is planning on introducing any further uncertainty into the mix. Oh, wait…
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