Will Earnings Season Give Investors Some Respite From Trade Wars And Tech Turmoil?
Remember, the bar is high.
Remember, the bar is high.
“I’m cautiously optimistic that we will be able to work this out. But”…
He’s right and wrong. But mostly wrong.
“Let’s run through the numbers”.
Remember, he’s going to run this country like one of his businesses…
“Slim margin”of error for Goldilocks.
If this were a reality TV show, the ratings would indeed be “tremendous”.
So without further ado, here’s how “right” Gundlach is, was, and always will be…
Don’t worry everyone! Larry Kudlow will save us!
“That unfortunately doesn’t lend any comfort to the hundreds of thousands of soybean farmers who will be affected by these tariffs. This is no longer a hypothetical, and a 25 percent tariff on U.S. soybeans into China will have a devastating effect on every soybean farmer in America.”
In essence, the same things everyone was watching last week (e.g. tech, trade, Trump) will be in focus again…
Who knows! That’s the fun of it, right?
The end of the WTO? And much more…
Ok, so given that this is almost certainly going to be back on everyone’s radar next week (although again, it never left the radar, it just got lost in the FANG headlines), this is probably a good time to take a look at some updated scenarios.
“This seemingly counterintuitive result has a distinct ‘path-dependent’ flavor.”
“In the last week of January, as equities went on yet another run, a client who had been waiting to buy the dip called us with an exasperated query.”
Who is going to buy these goddamn stocks?
Apparently, markets are willing to give Steve Mnuchin the benefit of the doubt on Monday morning.Â
I don’t know where you’re supposed to turn for “analysis” from here.Â
“…he got up each morning this week not knowing what he would do.”
“…which market sectors are going to be the more vulnerable than the others?” Â
But hey, at least it’s Friday, right?Â
Yep. Batshit.
Don’t poke that dragon.
Well this is shaping up to be a sour day in terms of risk sentiment.
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