Dog Days: Full Week Ahead Preview
Trade, Japan, Turkey, rubles and so much more.
Trade, Japan, Turkey, rubles and so much more.
“Investors take note”…
“We have been out on a limb the past month.”
“Two roads diverged in a yellow wood.”
“Obvious” things, anomalous environments and tempting the market gods.
Menlo, we have a problem.
“For us, this is supremely important.”
The fallout continues and sovereign debt is back on the table.
“…that’s a pipe dream.”
If the last two weeks are any indication, “winning” a trade war with China is going to be anything but “easy”.
Expect more dollar tweets.
Coal mine canaries?
“We were focused on staving off disaster.”
“…driven by U.S. political decisions.”
Not exactly.
Mind the implications of globalization and interconnected markets.
“Although every bone in my body wants to sell this market. I … (and I can’t believe I am writing this)… am petrified this trade is so obvious, it can’t be right.”
“Well, it’s weird.”
The first shall be last.
Or “burns” – whichever.
You *are* a patriot aren’t you?
“Everybody hates uncertainty, and the worst fear is the fear of the unknown.”
“Crossing the Rubicon”.
“…policymakers believe some yuan depreciation is okay, but they don’t want to see it falling below 6.9.”
“…a market correction may be necessary to reduce the likelihood of a further escalation of trade wars.”
If there’s elegance in simplicity…
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