End Of An Era: Analysts Weigh In On Angela Merkel
This is, frankly, an unfortunate development to the extent you view Merkel as the guardian of a Western democratic order that is under siege on a daily basis.
Trump Said Ready To Slap Tariffs On All Chinese Imports If Talks With Xi Fail (Which They Will)
The worry is stagflation.Â
Why One Goldman Analyst Thinks ‘Something’s Gotta Give’
“Shaky foundations.”
Chinese Stocks Have A New Biggest Worry: Plunging Liquor
Go home, Kweichow Moutai, you’re drunk.
Angela Merkel Bombshell Shocks Europe, But Rallies In Banks, Autos Lead Stock Surge
“Shock and disbelief”.
Trying Times: Full Week Ahead Preview
It can’t possibly be as bad as last week, right?
One Bank Warns ‘Things Ain’t Like They Used To Be’ For U.S. Treasurys
Times are changing.
‘Corrections Are Painful, Particularly If You Have A Bloomberg On Your Desk’
The Fed doesn’t see things the way you do anymore.
The Number Of Mass Killings Has Exceeded The Number Of Calendar Days
“Since WWII, the number of mass killings (defined as an idiosyncratic, not state-sanctioned, killing spree with multiple victims) has been growing exponentially at a rate of 5% every year. This means that every 20 years or so, the number of mass killings triples (1.0520Â = 3).”
The Fed Is Increasing The Deductible Of Your Insurance
On the bright side, there’s a logic to the Fed’s strategy.
Goldman Doesn’t Think It’s Time To Panic. Here’s Why…
Who’s in the mood for some “don’t panic, the fundamentals are sound” analysis on Saturday?
Why October’s Selloff Doesn’t Look Systemic
Maybe this isn’t “the big one” after all.
Robots Are Screaming ‘Fire’ In A Crowded Theatre
This should come as no surprise.
Here’s How ‘Investors’ Used ‘Passive’ ETFs During This Week’s Nasdaq Crash
Maybe it’s just me. Which is fine.
Trader: ‘I Am Paring Back Some Of My Bearishness This Morning’
“It made me laugh, and I started to worry that I might be overstaying my welcome on the dark side.”
7 Cannot Fall: With Yuan Near Weakest In A Decade, Beijing Prepares To Sell Reserves
“…it would have a psychological impact on people.”
Tautologies, Perpetual Motion, Amazon And Alphabet
The titans must not fall.
Where Is The ‘Fed Put’? One Bank Answers The Big Question
We haven’t reached the pain threshold.
Saudis Reverse Course Again, Say Khashoggi Murder Was ‘Premeditated’ As Erdogan Takes Water Sample From Well
“[They] carried out their deed with premeditation.”
Albert Edwards Needs To Know Why You’re Not Expecting A Hard Landing In China
“Chinese policy seems to swing from feast to famine.”
ECB Keeps Policy Unchanged, But All Eyes Are On Draghi Amid Italy Jitters, Global Selloff
Now we’ll wait on the press conference.
In Asia: Free Fall
Grab a parachute.
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