President Bloomberg Puts Down Payment On Friendly First-Term Congress
And maybe he thinks a 78-year-old socially liberal billionaire might be able to wrest the presidency from 74-year-old proto-Fascist billionaire.
Moment Of (No) Clarity.
Aaaand that’s the week.
In The Space Of 15 Minutes, Trump Tweets Support For Less Expensive Gas, More Expensive Cars
“Nobody knows what’s going on.”
OPEC Deal Hangs In The Balance As A Lukewarm Iran Still Irritated At Trump
“We’ll see what happens”.
The Hateful Eight.
Lucky number 8.
Goldman Ups S&P Earnings Forecasts But…
For what it’s worth…
‘It Doesn’t Take A Genius To See What’s Coming’: Amid Daimler News, Albert Edwards Warns On Auto Tariffs
“Trump has previously expressed his disdain at German luxury brands, particularly Mercedes, and its prominence on New York’s Fifth Avenue. Autocar has reported that Trump has said he would tax Mercedes models off Fifth Avenue!”
Daimler Is Trying To Tell You Something. Are You Listening?
If you’re looking for concrete signs that the threat of an escalating global trade conflict is starting to weigh on the outlook, here’s one.
Saudi Arabia, Argentina Upgraded By MSCI: What It Means
Take a second to skim this, as it’s pretty important, especially in light of recent events.
Family Time.
Lots and lots of “winning.”
‘Gains Are Like An Escalator, But Losses Are Like Going Down A Lift’: More Warnings On EM FX
“…it will get really bad if the Fed is hiking when growth is slowing.”
Trade Wars: Implications For The Fed
Some random musings.
Of Euros And Oil
Some notable headlines on a day when markets have seemingly stabilized.
Do You Reckon The Upside On Your U.S. Stock Holdings Is Limited? Well, You Could Always Do This…
Food for thought for those so inclined.
Confucius Say.
Good lord.
Peter Navarro (Sieg) Hails ‘Courageous, Visionary’ Donald Trump As Global Trade Order Collapses
Paging Steve Mnuchin: we need you, homie.
One Bank Sees ‘Ominous Signs For The World’s Most Important Financial Institutions’
“We do not believe this decoupling will be sustainable. Either the rest of the equities must come under pressure or the financial sector must rally.”

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