Liquidity Drain And The ‘Still Playing Non-Stop Event Risk Cabaret’
The tide is going out.
Fed’s Esther George Says Trump Can Tweet Until The Doves Come Home For All She Cares
“I don’t tell him what to say”.
Trump: ‘If I’m Impeached The Market Will Crash And You’ll All Be Very Poor’
“Without this thinking”.
Bad News For That Massive Treasury Short As Goldman Slashes Bond Yield Forecasts
“We note that there has been no change to our view of Fed policy tightening, but”…
Fed Minutes Show ‘Many’ Officials Think Another Hike Is ‘Appropriate’ – And ‘Soon’
“…it would likely soon be appropriate to take another step in removing policy accommodation.
Saudi Arabia Calls Off ‘Zombie’ Aramco IPO
Turns out “black box” and “public company” aren’t consistent with one another.
‘MEGA’? Citi Economic Surprise Index Now More Negative For U.S. Than For Europe
A shift in the narrative?
‘Con’ Job: World’s Second-Largest Car-Parts Maker Drives Off A Cliff
Don’t worry, tariffs will fix it.
In Surreal Afternoon, Manafort Found Guilty, Cohen Admits To Violating Laws ‘At Direction Of Candidate’
There is no “witch hunt” here America.
Michael Cohen Will Plead Guilty To All Kinds Of Crimes, Go To Jail Because ‘Witch Hunt’!
Just a little tax fraud. And bank fraud. And campaign finance violations.
Marko Kolanovic Flags An ‘Unprecedented Divergence’, Says ‘Something Has To Give’
“The recent divergence in the performance of US Equities vs. the rest of the world is unprecedented in history.”
As The S&P Hits All-Time Highs, Here’s What You Should Be Watching
Hint: it’s the dollar.
‘The Wrong Kinda Heater’: Hedge Fund ‘Consensus’ Trade Suffers Dastardly Run
“Another day for U.S. equities funds, another sizable underperformance.”
‘He Didn’t Incriminate Him’: Don McGahn’s Lawyer Tells Trump Things Should Be Maybe, Probably Ok
“The strategy is working.”
Do Not Underestimate Donald Trump When It Comes To The Fed
“You see what’s happening.”
On Monday, Donald Trump Accused Jerome Powell Of Acting Against The Interests Of America
“Am I happy with my choice? I’ll let you know in seven years.”
A ‘Stealth’ Rate Hike From Turkey And A ‘Pick Your Poison’ Quandary For Europe
How to hike without hiking and what to do when there are no “good” options.
Trump Calls Mueller A ‘National Disgrace’, Accidentally Admits To Obstruction Again
“If you FIGHT BACK or say anything bad about the Rigged Witch Hunt, they scream Obstruction!”
Italy’s Populists Determined To Triumph In Battle With Nefarious ‘Lo Spread’
“We will resist the bond yield spread, speculation, credit downgrades and attacks.”
China Draws Line In Sand At 2016 Closing Lows As State Funds Buy Stocks
Here comes the “national team”.
Michael Cohen Could Be Charged In $20 Million Bank Fraud, Cooperation Deal With Mueller Seems Likely
Michael Cohen is in some hot water. Which means Donald Trump is in some hot water too.
Concerned Citizens: Full Week Ahead Preview
New week, same issues. But let’s talk about them anyway.
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