Pepe Silvia.
“There are many risks out there.”
“There are many risks out there.”
All year long, analysts have fretted about the possibility that regulatory worries could end up being big-cap tech’s Waterloo.
So what about the September Momentum rally and the idea that hedge funds will keep “grabbing” for exposure?
Long live the king?
A full docket.
Depending on who you listen to…
“If the ECB covers you, markets can’t speculate because they don’t make money.”
Is the White House prepared? In a word: “No”.
U.S. politics and trade are likely to dominate the headlines this week.
If at first you don’t succeed…
The tide is going out.
Turns out “black box” and “public company” aren’t consistent with one another.
A shift in the narrative?
Don’t worry, tariffs will fix it.
“The recent divergence in the performance of US Equities vs. the rest of the world is unprecedented in history.”
Hint: it’s the dollar.
How to hike without hiking and what to do when there are no “good” options.
New week, same issues. But let’s talk about them anyway.
None of this makes any sense. Not a bit of it. It’s a self-referential nightmare.
“…the three channels of downward pressure on the RMB are now restricted.”
Bad things come to those who wait.
Make sure you know the whole story.
And at the heart of it all…
If you’re looking for clues as to where the yuan goes next, watch the CCAF.
It’s not without risks, of course.
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