ECB Removes Dovish Slant On QE From Statement
Aaaand it’s gone.
Hello, This Is President Dennison, Turn My Trade War Down To ‘Simmer’ For Now
A bit of calm amid the still-brewing storm.
Here Are The ‘Real World’ Implications Of Tariffs For The Dollar
“Usually speaking,” of course.
Trader: ‘The Next Big Surprise Is Gold’
“The only scenario that really hurts gold is a strengthening economy that has the Fed continuing to try to get ahead of the curve. I don’t know about you, but I am a seller of both of those possibilities.”
(Trade) War And Peace.
Ok, let’s just step back for a second and take stock of everything that’s happened in the past 72 hours.
With Trump Trailing ‘Generic Democrat’ In Polls, Tariffs Are Desperate Political Gambit
And hell, can you blame him? After all, if the presidential election were held today, Politico’s polling suggests he’d lose to this “guy”…
Navarro Says He’d Short Navarro In Cohn Replacement Race
If the best thing Peter said was that he wasn’t in the running to take Gary’s position, the worst thing he said was this…
Strategist: ‘Cohn’s Departure Will Weigh On Stocks And Keep A Bid To Vol. For Weeks’
It looks you’re all The Bruce Dickinson and Gary Cohn is your “cowbell” on Wednesday.
‘This Is An Important Development’: Lael Brainard Turns Hawkish, You’re All Fucked
“Risks are moving toward five.”
Goldman: This Is ‘Unlikely To Stop At Steel’
U.S. trade policy is “on a troubling path.”
Global Markets React To Gary Cohn News
Ignoring this would be “a mistake”.
That’s All, Folks: Gary Cohn Out At White House
You can expect this to weigh heavily on risk sentiment.
Trump Said To Consider Broad Crackdown On Chinese Imports Including Shoe, Electronics Tariffs
And the hits just keep coming after hours.Â
Goldman Rips Trump’s Tariffs With Point-By-Point Takedown
And the hits just keep comin’.Â
You’re Not Wrong Walter, You’re Just An Asshole.
“Am I wrong?”
New From Epsilon Theory: ‘But What Is It, Really?’
“The name of the thing being sold isn’t always a very good representation of what the thing is, sometimes for innocent reasons, and sometimes because crunchy, raw, unboned, real, dead frog doesn’t sound very appetizing.”
Of Chimps And Dictators.
Believe it or not, that’s actually an “in defense of Trump” comment.
Rise And Fall Of The ‘Zombies’
What happens to the zombies (so to speak)?
Trader: ‘That’s Not A Bond Bear Market’…
“And you would think that this might be bullish for bonds, but no, far from it. A Central Bank that is not willing to invert the curve and take the economic hit from forcing a recession is a bond investor’s nightmare. After all, apart from default, inflation is the absolute worse thing out there.”
If You’re Calling North Korea’s Nuclear Olive Branch A Victory For Trump, You’re Probably A Trump Whore
So in other words, Kim will tell you he’s destroyed his nukes (just like Bashar al-Assad will swear he has no chemical weapons) if everyone acquiesces to letting a repressive regime that starves its own people and murders dissenters remain in power.Â
You’re Lying About Kuroda, So Let Kuroda Tell You What Kuroda ‘Never Said’
Right. Get your shit straight people.Â
David Stockman: ‘Hey Donald, There’s A Problem, But It’s Not What You Think It Is’
“The global trading system’s newly activated one-man wrecking crew was at it over the weekend.”
Trade On, Trade Off.
Days like today are always amusing to the extent they bring out the Don Quixote in people.
Sam Nunberg: Fucking Moron.
“What just happened?”

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