Sincerely Yours. 😥
Oh well. 😥
Oh well. 😥
“…the national security exemption is a privilege to use in case of war [and] this has little to do with national security and a lot to do with national politics.””
Any bids on BTPs and/or the lira?
Is it a “trade war” or isn’t it a “trade war”?
More questions than answers, as per usual.
So yeah, cue the mascot minefield meme.
“…other issues remain relatively big.”
Ok, well all eyes will be on the U.S. in the week ahead.
Well, here’s hoping the “dragon energy” is with you on Thursday.
And so the debate continues.
The spillovers will be “tremendous.”
“U.S. is asking China to open its markets but creates obstacles for China, contravening principles of equality, fairness and reciprocity.”
“The world is upside down.”
China is going to hit you with so much news that you’ll have a difficult time crafting a consistent narrative and who knows, maybe that’s the point.
And it’s only Monday.
“The day-to-day and intraday market swings over the past six weeks have been absolutely ferocious.”
I guess it’s time for Xi to make some red trucker hats – #Make China Great Again!
“We think it is overdone and has created opportunity for long and short term investors.”
STRONG MAJORITY OF FED OFFICIALS SAW TRADE WAR AS DOWNSIDE RISK
FED SEES `SIGNIFICANT’ FISCAL-POLICY GROWTH BOOST NEXT FEW YRS
A NUMBER FED OFFICIALS SAW OUTLOOK WARRANTING STEEPER RATE PATH
“In the next recession, I would expect the P/E to bottom at about seven times, a lower low with earnings about 30% lower because of the recession. That would put the S&P lower than the 666 low of the previous crash, versus 2671 Thursday afternoon.”
“It’s a good thing Xi is bringing this tone to it because markets would be very upset if he played it like Trump.”
Can you feel the tension?
“There are no good options”.
Say your prayers.
“So, if we assume that Trump wants to reverse this process, then what’s the logical outcome?”
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