‘This Is Much Worse Than Expected’: Analysts (Still) Struggling To Come To Terms With The Reality Of Erdogan
“Policy has gone off the rails.”
Nomura’s McElligott On Epic Underexposure, ‘Violent’ CTA Re-Leveraging And ‘Why We Melted Up’
“All of this does this”…
We’re All Japan Now: Riksbank Edition
“…our interest rate path, policy rate path speaks its own language.”
Trump Tells Khalifa Haftar He Can Be King Of Libya, Or Whatever…
“What would be a big mistake”…
Part 2 Of The Macro Tourist’s Practitioner’s Guide To MMT
“If in the coming years politicians adopt MMT policies, your outrage will do your portfolio little good.”
Long Live The ‘King’? Defiant Dollar Bedevils Doubters
Hindsight is 20/20.
Add Bank Of Canada To The List…
“Pivots” and “relents” everywhere…
‘The Coyotes Have Weapons!’ Trump Hints At Gunfight With Mexican Army, Says He’ll Take Impeachment Fight To SCOTUS
A smorgasbord of fire and brimstone.
Meanwhile, Down Under…
If the die wasn’t already cast, it is now.
Meanwhile, Trump Lectures Jack Dorsey, White House Preps McGahn Subpoena Fight, Carl Kline Chances Contempt Of Congress
If this all sounds overtly insane to you, that’s because it is.
The Macro Tourist Presents: A Practitioner’s Guide To MMT
“MMT seems to evoke a visceral gagging reflex from most finance-types.”
Beating Dead Horses And Weaning Buybacks Off ‘Steroids’
Penning breathless missives about the impact of buybacks on equities long ago lost its novelty.
Death By A Thousand Tweets
Twitter is a soul-sucking, hellscape that’s immeasurably inimical to public discourse.
‘The Timing Is Much More Sudden Than We Assumed’: World Reacts To Trump’s Latest Iran Escalation
A bit of incredulity, but this is Trump we’re talking about, after all.
China To ‘Pause’ RRR Cuts In Possible Blow To World-Beating Stock Rally
“In the short term, it’s not necessary.”
Don McGahn Is ‘Hereby Commanded’ To Appear Before Congress On May 21
“Watch out for people that take so-called ‘notes'”…
Why One Pro Is Tempted To ‘Take The Side Of Retail’ Amid 2019 Rally
“Somebody is spectacularly wrong”.
‘My Friend Herman Cain’, WSJ ‘Scoops’ And Some Unnecessarily Biting Fed Satire
The fast track to farce…
Trump V. Cummings: Naturally, US President Sues Black Man For Asking About His Finances
Because this is what one does, when one has nothing to hide.
‘Full Stop’: Trump Squeezes Iran, Risking Oil Spike
“Strategery”.
China Taps Brakes On Insane 2019 Stock Surge
Herding cats, and such.
Uncomfortably Calm: Full Week Ahead Preview
By now, you know the narrative – or at least you should.
Is The Fed Smarter Than ‘The Wisdom Of Crowds’? Goldman Answers
How many M&Ms are in this jar?
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