Key Calls (Friday): Upgrades, Downgrades & Initiations
You need an upgrade.
With Corporate Debt-To-GDP At An All-Time High, The Defaults Are Coming…
I have absolutely no idea how any of that is sustainable and/or realistic.Â
‘A One-Way Trip Back To The Shadows’: What Trump’s Dreamers Decision Really Means
“In some of the cases they’re having DACA and they’re gang members and they’re drug dealers too. But you have some absolutely incredible kids, I would say mostly.”
Trump To Actively Undermine Obamacare With Deep Spending Cuts
Well don’t worry America, because if Obamacare wasn’t already in trouble, Trump is going to do everything in his power to undermine it.
Riders On The Storm.
Right, so the storm wasn’t supposed to come until next month.
‘Peak Dollar?!’ Not So Fast You Ethereum-Lovin’ Millennial Shill
“Frankly, I’d be more convinced by an argument suggesting that the world’s reserve managers are going to hire a bunch of millennials who’ll switch their dollars into bitcoins, ethereum, and other crypto-“stores of value”.
‘Bigly’: This Was The Best Month For The Yuan Since It Was Revalued In 2005
We’ve been talking all month about the yuan, and for good reason.
Soros Worst Trade
“The trouble was, Soros got it wrong.”
Freedom Caucus Stark Warning: Harvey Relief Can’t Be Trojan Horse For Debt-Ceiling
“That sends all the wrong message.”
This Hasn’t Happened Since 2005
Just how enamored are equity investors with emerging markets relative to the U.S.?Â
As Far As President Ashley Schaeffer And Yields, Goldman Figures It Can’t ‘Feasibly’ Get Any Worse
“Given how negative sentiment on the political outlook has become, it’s feasible this sell-off in the 10-year could originate with a positive surprise from the policy process.”
Narratives: One Trader Demands To Know ‘Through What Puerile Prism’ You’re Looking
Last week’s, “this is so obvious†has morphed into “not so fast Kemo Sabe†heading to next week’s inevitable, “I knew it all along.”
Deflation Is Here And The Ice Age Cometh: Albert Edwards Is Back
“I was too optimistic!”
Suspension Of Disbelief – Only In The Other Direction
For years, DM central banks have been forced to kind of suspend disbelief with regard
Gold Heads For Best Month Since February Despite Flash Crashes And ‘Uninformed’ El-Erian
Of course these haven bids come and go faster than a communications director at the White House…
Euro Slides As ECB Deploys Favorite Jawboning Method: Anonymous Reuters Piece
“The exchange rate has become a bigger issue,†one of the sources told Reuters. “It is now less favorable for an exit and a stronger argument for a muddle-through option.â€
Mueller, Schneiderman Team Up In Possible Bid To Counter Trump Pardon Power
Trump’s legal team might want to start burning the candle at both ends…
More ‘Junk’ Talk
Dispersion is the trend.
Trump Lies About GDP, Imagines Conversation With Uzbekistan
And I speak to them, leaders of other countries: ‘how are you doing?’
I Don’t Want To Be Disappointed.
“I am fully committed to working with XIV to get. This. Job. Done.”
What If Stocks Are Right?
“…problems could arise if markets take a look at the U.S. and say “America! Heck yeah!”
Dip-Buyer’s Paradise: Stocks On Track For Best Streak Since May
Time to give some more money to your local Target manager.
AFL-CIO President: ‘Turns Out They Were Racists’
“The other faction wasn’t racist, but they were Wall Streeters.”
Draghi Isn’t Powerful Enough To Stop This…
When jawboning just ain’t gonna cut it.
Donald Trump Is Sick Of Being Extorted By Koreans, Is Done Talking.
Fast forward to Wednesday and….
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