Mob Hit: Italian Assets Whacked In Bloody Friday Rout
Sonny on the causeway and such.
‘We Do Not Think Markets Will Appreciate This’: Italy’s Populists Successfully Blow Up Budget
“We see this as a defeat for Mr Tria, as a guarantor of fiscal prudence.”
‘What Is Going On?’ One Bank Sifts Through The Noise
“At the risk of over-simplification, and to misquote James Carville, it’s the US economy, stupid.”
These Are The Three Most Vulnerable Areas To A Rising Risk-Free Rate
The straw that breaks the camel’s back…
Hong Kong Hijinks: Here Comes A Bursting Property Bubble
“This is fine.”
Racing A Thunderstorm: Indonesia’s Fifth Rate Hike Since May Underscores EM Fed Angst
Well, you can’t say they aren’t trying.
Italian Assets Crushed As Populists Upend Budget Talks At Last Minute
Predictably, the fraught Italian budget negotiations went off the rails at the last minute.
The George Washington Presser: Donald Trump Delivers Crowning Achievement In Abject Absurdity
“…according to Mr. Pillsbury, China has total respect for Donald Trump’s ahh-very large brain.”
Marko Kolanovic: Current U.S. Policies May Accelerate Global De-Dollarization Push
“…the question arises whether the rest of the world should diversify away from the risks of the USD and USD-centric finance.”
Fed Hikes Rates, Removes ‘Accommodative’ From Statement: Full Coverage
And now, the main event.
Someone Called Julie Swetnick Says Brett Kavanaugh ‘Spiked The Punch’, Was Present For ‘Gang Rapes’
“I became a victim of one of these ‘trains'”.
What To Expect From The Midterms And The Convergence Trade, According To Marko Kolanovic
Reading the tea leaves.
Albert Edwards: ‘It’Â’s Always Brightest Before Dusk (OK I Made That Up!)’
“But in the same way that it is ‘always darkest before the dawn’ surely the opposite is also true.”
For A Split Second On Tuesday, Donald Trump And The World Shared A Joke
And the joke was Donald Trump.
‘Do It At Your Own Risk’: Bolton, Pompeo Not Amused With Europe’s Plan To Circumvent Iran Sanctions
“…take a good hard look at your business with Iran.â€
Trader Asks: Is The FOMC Drift Dead?
“Wait until the Fed finally stops tapping on the brake – this strategy’s alpha might not be completely dead.”
Goldman Updates Oil Forecast Following Trump’s U.N. OPEC Broadside
“The catalysts for this last rally appear clear”.
Trump ‘Rejects Globalism’, Blasts ‘Socialism’, Accuses OPEC Of ‘Ripping Off The World’: Full U.N. Highlights
The bar was set pretty high – or pretty low…
In Brazen Move, Europe, Russia, China Establish SPV To Circumvent Trump’s Iran Sanctions
“The question is whether this will work.”
Peter Navarro Promises More China Tariffs, Says ‘Small Things’ Impeding Canada Talks
Unfortunately, Peter Navarro was on national television this morning…
As Yields Rise, The Ghost Of Diversification Desperation Comes Calling
Here comes the stock-bond return correlation debate (again).
‘Disgraceful Bullsh*t’: Rod Rosenstein Story Sparks Civil War In Journo Land
This is not what America needs.
In India, ‘Another Fed-Induced Tightening Tantrum’
And don’t say Urjit Patel didn’t try to warn you.
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