Mohamed El-Erian Reveals His ‘Gut Feeling’ On The Emerging Market Selloff In Interview With Goldman
“I wouldn’t label myself as a pessimist but rather as someone who respects market technicals.”
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Requiem For A Rally: 2018’s First Half In Charts
Remember January?
Reciprocity: Full Week Ahead Preview
Trade, immigration and “covfefe” – what else is there?
The Hateful Eight.
Lucky number 8.
Family Time.
Lots and lots of “winning.”
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.”
Bitter Coffee.
A spoonful of sugar, helps the medicine go down.
Meet Me In Sintra And Mind The Oil Slick: Full Week Ahead Preview
Ironies, cartels and trade wars.
After All That Hype.
Aaand that’s the week.
Trump Approves Tariffs On $50 Billion In Chinese Goods, Escalating Trade War
Now wait for the imminent retaliation from Beijing.
Give Peace (And Quiet) A Chance
Holding pattern as market awaits the Fed.
Jerome Powell Is Sorry, Not Sorry. What To Expect From The Fed Meeting
The main event cometh.
Will Italy And Emerging Markets Stop The Fed’s Hiking Cycle? Goldman Answers
The bar is high. Or is it?
I Know You Want To, But Don’t Ignore This Out-Of-Cycle Wednesday Rate Hike
Lost in the shuffle, but perhaps unjustifiably so.
Shaking The Tree: The Fed, ‘Overripe Fruit’ And A Half-Full Snifter
If you’re a snifter is half-full (of Hennessy) type…
‘Thwarting This Game Together’: Of Burnt Turkey, Emerging Markets And Dollars Under Pillows
“I see the game that is being played.”
‘This Screams Fed Tightening & Late Cycle’
One bank has a message for you…
A Visual Guide To The Strong Dollar-EM- Fed Hike Causality Chain
Around the world and back again.
‘We Might Have To Cut ‘Em Loose’: There Are Worse Things In The World Than An Emerging Market Rout, Right?
“I gotcha, I gotcha … oops.”
When “selections” become “choices” again, we have to decide whether that’s ultimately a “bad” turn of events or whether it’s just an inevitable (and ultimately desirable) consequence of a return to two-way markets.Â
We’ll Have To Wait And See.
Be patient. It’ll work out. Maybe.
Different Day, Same Stories, Only Different.
But still, read it.
Counting Dollars: Full Week Ahead Preview
Here’s what’s in play.
What Does History Say About Mideast Turmoil, Crude And Inflation?
More questions than answers, as per usual.
Nuclear Football.
And that’s the week.
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