As Geopolitical, Policy Risks Build, This Is The ‘Hierarchy Of Vulnerability’
“…which market sectors are going to be the more vulnerable than the others?” Â
Trade Wars Would Wipe Out Tax Cut Benefit For S&P 500 EPS
“The only major nation that seems to want to destabilize the global trading system is the U.S.”
Perfect Crimes & Misdemeanors: The Politics Of Inflated Balloons
“When one puts an inflated balloon in a presidential seat”…
Hide The Women And Children.
“Tremendous” things are happening.
Trump: I’m Creating ‘Powerful Nuclear Force’ And ‘Praise Be To God’ I Don’t Have To Use It
This is completely normal.
Bill Ackman Just Did It By Doing Nothing
“But how are we going to optimize the investment, Bill?†asks an eager portfolio manager to a Baja hoodie-clad Ackman.
Trump’s Veto Threat: Political Gambit Or Imbecile On Parade? Update: Both
Because what fun is Friday without joking around on Twitter about possibly vetoing a spending bill only to say “just kidding” hours later?
Top White House Lawyer Don McGahn To Resign, Timing Still In Question: Politico
“McGahn’s departure would also free him from some of the daily turmoil associated with playing a prominent role in special counsel Robert Mueller’s Russia investigation.”
T-Oger or Kr-Arget? Target, Kroger Thinking About Merging Before Amazon Murders Them Both
Yeah, this is not going to work.
‘All Bets Are Off’: Bloodbath In China, Hong Kong As Trade War Spirals
But hey, at least it’s Friday, right?Â
Nightmare In Japan As Stocks Collapse Amid Yen Surge
It was a black day for equities in Asia and Japan was hit especially hard.
H.R. McMaster To Resign: NYT
Rats from a sinking ship.
There Is No Way Jeff Sessions Firing Andrew McCabe Was Related To McCabe Investigating Sessions, Ok?!
“Jefferson Butterbeans Sessions, you got some ‘splainin’ to do!”
Objectively Crazy.
Yep. Batshit.
Trader Asks: ‘Which Would You Rather Own’?
“Draghi’s monetary subsidy of cheap funding for corporations should not be leaking into this number. Yet it obviously is…”
John Dowd Resigns Because Trump Refuses To Listen To Him On Mueller Probe
“It is not clear who will take over the legal team.”
Here’s What China Will Do Under ‘Trade War Light’ And ‘Trade War Heavy’
Don’t poke that dragon.
Bill Gross Thinks Maybe We’re All Murderous Psychos – Also Talks About Bonds
“The bond market’s current “beast” is not so much a killer but a hibernating bear awakening from an extended secular bullish trend of lower inflation and excessive central bank accommodation.”
Here’s What Wall Street Thinks About The Fed And Jerome Powell’s Debut
Well, the reviews are in on the Fed decision, the SEP, the dots and on Jerome Powell’s “plain speak” presser debut.
BOE On Hold, See You In May
BANK OF ENGLAND VOTES 7-2 TO MAINTAIN BENCHMARK INTEREST RATE
Trump Swears He’d Win ‘Fast And Hard’ Fist Fight With Joe Biden
And yes this is real. This is really happening.
Nauseous Markets.
Well this is shaping up to be a sour day in terms of risk sentiment.
Epsilon Theory’s Latest: The Icarus Moment
“What if I told you that you’ve been whipsawed by a cartoon, and you’re going to be whipsawed again?”
China Responds, Hikes Rates After Fed
As a reminder, they’re prone to doing this.
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