Albert Edwards Suspects ISM’s Factory Gauge Is Probably Lying To Him
“…this data point contradicts a lot of other evidence that lurks just behind President Trump’s veil of fiscal profligacy that a notable slowdown is already underway.”
5 Reasons To Worry About The S&P In September
And no, this isn’t about the dollar.
Unfortunately, Alex Jones And Marco Rubio Nearly Getting Into A Fist Fight Is A Real Thing In 2018
I did not want to have to write about this.
Here’s Why You Don’t Want Tech To Succumb To Regulatory Jitters
All year long, analysts have fretted about the possibility that regulatory worries could end up being big-cap tech’s Waterloo.
‘Lords Of The Spread’.
“Matteo wept for the end of innocence, the darkness of Berlin’s heart”…
Midterms To Produce D.C. ‘Gridlock’ – And One Bank Says That’s Good News For Markets
“Do nothing, and undo nothing”.
‘Systemic Risk Is High’: September Has Already Been Cruel To Emerging Markets
Things have taken a decisive turn for the worst in emerging markets after a brief, mid-August reprieve.
No, Marko Kolanovic Did Not Predict The Apocalypse Today, But He Did Describe What The Next Crisis May Look Like
Kolanovic’s latest is, as ever, well worth reading. But it should be viewed in context.
Stunning Details From Bob Woodward’s Trump Book Paint Alarming Picture Of Presidency
“We’re in Crazytown.”
In September, ‘A Tale Of Two Halves’ For The S&P?
So what about the September Momentum rally and the idea that hedge funds will keep “grabbing” for exposure?
As Dollar Strength Returns, FX Traders Should Listen To Their Tennis Coaches
“In FX too, the ‘winner’ is the currency that doesn’t lose.”
Emerging Markets Suffer Fresh Blow As South Africa Falls Into First Recession Since 2009
Some were surprised, some weren’t.
‘We Are Not Some Banana Republic!’ Lawmakers Recoil As Trump Says Sessions Shouldn’t Indict Republicans
“This, by the way, is next level crazy, inappropriate, unethical, stupid and incriminating.”
Complexity Curse: From Low Productivity To Social Fragmentation
“Politics has become a problem instead of a solution.”
King Dollar Versus The Anti-Poles
Long live the king?
In Argentina: ‘Emergency’
“We ask those who have more capacity to contribute.”
Bad Italian.
“[We will] try to respect all the hurdles Europe imposes, but the well-being of Italian citizens comes first.”
Turkey’s Crisis Spirals As Inflation Surges, Producer Prices Rise ‘Appalling’ 32%
“Recent developments regarding the inflation outlook indicate significant risks to price stability.”
One Bank Knows Who Was ‘Responsible’ For The August Emerging Market Bloodletting
Hint: not retail investors.
Contingencies: Full Week Ahead Preview
A full docket.
September Of The Flying Pigs
Depending on who you listen to…
Trump’s ‘Cold War’: ‘Keep Your Seat Belts Fastened’, Trade Tensions Will Persist ‘Indefinitely’
“Hence, like squeezing on a balloon”…
Obama, Bush Decry ‘Bigoted Despots’ At McCain Memorial And Speaking Of Trump, He Golfed And Tweeted About Canada
Donald Trump wasn’t invited. Literally.
Mark Your Calendar, The ‘Era Of Helicopter Money’ In Japan Has A Date
“In other words, true helicopter money drop will begin.”
‘Winter Is Coming’ For The White House And One Bank Worries The Market ‘Can’t Handle’ Volatility
“Post-election, our biggest concern is whether a complacent market can handle a rise in volatility.”
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