Behold! A ‘Jaw-Dropping’ Black Swan Yuan Event
You better hope that trade “deal” isn’t “fake news”…
You better hope that trade “deal” isn’t “fake news”…
“Hello Dave”.
Another bad dream.
Down the rabbit hole with the world’s most dovish central bank.
“…there is an elevated risk of market reversion into year-end.”
“Hello darkness, my old friend.”
Death by a thousand cuts.
Of ironies and paradoxes.
This isn’t all that complicated.ÂÂ
“Buffering”…
Who knows, maybe Netflix can turn the tide.
On Thursday morning, following the systematic unwind that precipitated the worst day for U.S. stocks
There seems to be some misinformation circulating on Friday afternoon.
“This risk is now balanced, and can turn into a positive impact”.
More fragility events.
Forced deleveraging.
Phew. Will this be enough to allay fears?
Posthumous equine abuse.
Here comes more regulatory scrutiny.
Here comes China.
As ever, the risk is that we get “proof” that fears of an inflation shock are not entirely unfounded.
Can you feel the tension?
“This is the most feared scenario. And, to make things interesting, we are not very far from this regime.”
“…the length of the current bull market in balanced equity/bond portfolios is now the longest on record.”
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