“Expect A Correction”: Big Brexit Speech “May” Sow Chaos
You can argue for protectionism and against progressivism and multiculturalism all you want, but what you can’t do is stop the market from rendering its own judgement.
Search Results for: tariff man
China: We’ll “Fight Against Protectionism,” Lead “Global Governance” Push
Beijing is making a concerted effort to present China as the new champion of global governance. To the extent Trump believes he’s undercutting the Chinese, he’s actually creating a kind of power vacuum that Xi Jinping is more than happy to fill.
Dear Donald: You’re Not Hamilton And We’re Not Living In 1791
Since the election, these pages have been awash with commentary suggesting that the incoming Trump
“Walking The Talk”: Trump To Adopt “Strident” Approach To Trade
Whatever you do, don’t confuse the “Trump trade” with “trade under Trump.” The “Trump trade” simply
China Making Preparations For (Trade) War With Trump: Bloomberg
“China’s central government has compiled list of possible retaliatory measures against U.S. companies in event President-elect Donald Trump starts a trade war.”
Daily Kickstart (China FX Edition)
Whither the yuan…
Daily Kickstart (Welcome Back Japan Edition)
Markets have been rallying quite strongly on this notion of fiscal hope but, as we
Populism Partly To Blame For End Of Bond Bubble: Strategist
“There are few places to hide for bond investors in this environment”…
“The Downside Tail Has Grown”
In all my many years observing and analyzing markets, I don’t know that I’ve ever
A Recent History Of Global Trade In One Chart
Ok, so let’s just be honest here. Anyone who suggests that the world would be
Here Are Donald Trump’s Four Policy “Arrows”
One of the most pervasive themes (perhaps the most pervasive) in the post-election world is
As Expected, Fed Hikes Rates (Here’s Everything You Need To Know)
Well, it was always all about the dots and we did get a little drama
An Inauspicious Sign From Global Trade
One of the data points I’ve been warning about for sometime now is the relationship
Reflation Nation: “Righting” The Wrongs With A Single, Enduring Populist Push
Do you believe in miracles? Apparently somebody does, which is why we’re seeing record after
All Hail The King
That’s right folks, Donald Trump is President. To be sure, no one really thought this was possible.
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