Will Somebody Please Tell Trump That Attacking Sexual Assault Survivors On Twitter Is A Bad Idea? Thanks.
The biggest question mark going into next week may not even be whether and when Ford testifies and under what conditions…
Rod Rosenstein Definitely Didn’t Secretly Record Trump And Plot To Oust Him With The 25th Amendment, Ok?!
This wouldn’t be the first time someone has mentioned the 25th…
‘Yet Another Vol. Event’: What Happened In Hong Kong?
More tantrum symptoms, more fragility.
Let’s All Take A Minute To Marvel At The Train Wreck That Is ‘Brexit’
“For those of you who enjoy watching someone at the end of their rope ramble through a tacit admission of defeat”…
Don’t Look Now, But Chinese Stocks Just Logged A Monster Weekly Gain
Don’t call it a come back.
The Donald’s Last Stand: A Heroic Trump ‘Takes A Stand’, China Presses For WTO Sanctions
Donald Trump is ready to “take a stand”, ok?
Trader: Things Have Changed And Here’s Where The World Is Going Next…
“Although the Republicans are supposedly the party of fiscal conservatism, we all know that sort of talk is only for when they are not in power.”
There Will Be No Exemptions: Trump May Force U.S. Companies To Upend Supply Chains
The President is perhaps more serious than anyone imagined about actually attempting to rewrite the history of global trade and commerce
‘Is The Ice Age Over?’: Albert Edwards Ponders The End Of His Most Famous Investment Thesis
“…or is this just déjà vu all over again?”
In Norway, A Dovish Lift Off
“[I hope]Â normalization of rates comes before the next downturn.”
Markups Everywhere: The Evidence Is Compelling That We’re All Getting Fleeced
“The fact of monopoly markups has been obvious to Buffett and the big banks for years. Now the academic evidence seems to be catching up.”
One Bank Takes A Wrecking Ball To ‘Global Liquidity Shortage’ Narrative
“Are central bank balance sheets really shrinking at all?”
Is The Reflation Trade Back? Not According To One Bank
“The ‘reflation trade’ indicator continues to lose momentum; we do not foresee a sharp reversal towards the ‘reflation trade’ for the remainder of the year.”
On Dianne Feinstein’s Handling Of Kavanaugh Nomination: Don’t Hate The Player, Hate The Game
Duly noted, Bob, but at this juncture, the GOP is damned if they do and damned if they don’t.
‘What Happens At Georgetown Prep’: Kavanaugh Nomination Now Complete Train Wreck As Ford Demands FBI Probe
What happens at Georgetown Prep, doesn’t stay at Georgetown Prep…
Trader Asks: How Long This ‘Cleanest Dirty Shirt’ Thesis Really Run?
“My bet is that on a relative basis, there are other shirts to buy.”
Marko Kolanovic Says Stay Overweight Stocks, EM, Flags Trump Risk, Warns Fed To Stay Vigilant
“The main risk to our pro-cyclical and non-US tilt is a spiraling escalation of the trade war, political tail risks in Washington, and failure of the Fed to recognize those potential developments.”
Bonds Now Most Attractive Relative To Stocks Since 2011 – I Guess.
Surely someone will find this “enticing”…
Goldman: ‘Greater Than 50% Chance’ Trump Goes All In On China By 2019
“…we believe the US could announce plans to impose tariffs on ‘phase three’ within the next couple of weeks.”
‘Shooting From The Hip’: High Noon Arrives For Trump’s Trade War
Wilbur needs you to understand that everything is under control.
Right To Choose: Republicans Need To Abort Brett Kavanaugh Nomination
This isn’t going to end well – for anybody.
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