China Puts “Mr. Chen” Out Of Business
Capital flight from China is a hot topic these days. Indeed, this week’s overnight news
How Expensive Is The S&P 500?
The path to $130 is paved with pro forma gold and tax breaks.
Define Irony: Analysts Who Overestimated Stock Returns By 10% See 10% Gain Ahead For Very Same Stocks
As I think I’ve made abundantly clear by now, you should take analysts’ “projections” with a grain
Your Complete Guide To Trump’s “Contract” With Voters
As Boeing, Lockheed Martin, GM, Toyota, Honda, Mazda, and Nissan have recently discovered, Donald Trump
Why Chinese Banks Are Especially Vulnerable To Higher Funding Costs
Those of us who think it’s important to track developments in China’s economy and financial
Another Saturday In Bizzaro World
We’re living in a Salvador Dali painting…
What Worked In 2016
Spoiler alert: everything.
Will The Hubris Of Liberal Elites “Give Way To A Global Meltdown”?
“In Greek tragedy, hubris inevitably leads to catastrophe. Many fear that we are now enacting just such a tragedy, with the hubris of liberal western elites giving way to global meltdown.”
Albert Edwards Wants To Know Why No One Gives A Sh*t About China Anymore
“Global markets really couldnÂ’’t seem to give a toss about events in China. Yet they should.”
Bill Gross Agrees: Trump Is A Lot Like Mussolini
Thanks Bill, for your tacit endorsement…
Wall Street Reacts To “Mixed” Jobs Report
So this morning’s jobs data was, well, not very exciting. The headline print missed expectations
“Walking The Talk”: Trump To Adopt “Strident” Approach To Trade
Whatever you do, don’t confuse the “Trump trade” with “trade under Trump.” The “Trump trade” simply
Dec. Jobs Data Misses, Unemployment Rate Ticks Higher, Wages Rise
Normally, you’d probably want to focus first and foremost on how markets respond. Especially rates
Spot The Bid…
Better hope that repatriation holiday works out.
“Traders Get Religion When They’re Making Money”
How important is Friday’s NFP print? Well, probably not that important. Or at least it wouldn’t
Daily Kickstart (Jobs Edition)
Overnight I quoted Goldman on the way to explaining why a short yuan bias was
China Making Preparations For (Trade) War With Trump: Bloomberg
“China’s central government has compiled list of possible retaliatory measures against U.S. companies in event President-elect Donald Trump starts a trade war.”
Thursday Chart Check (Gipper Edition)
Is it all down hill from here?
Bad Loan Securitizations To Soar Incredible 1,700% In 2017
In other words, we’re talking about securities secured by very unsecure loans.
$16 Trillion In Global Trade Captured In One Incredible Video
“Trade has never dominated politics in the way it has this year”…
Here’s What Happens After A Tax Holiday
What does this do for the “silent majority”? Well, not much.
Thursday Chart Check (Smell Test Edition)
What happens when this mean reverts?
PBoC: “Listen To Me Shorts, We’ve Got Your Head In A Vice”
“Don’t make me be a bad guy”…
“This Is Not Your Happy Place”
How can we attribute a plunge in the dollar to a dovish reading of the Dec. FOMC minutes?…
More Yuan Weakness “Inevitable,” One Bank Says
“We think tighter capital controls are stop –gap measure that may plug one hole but won’t prevent another one emerging elsewhere”…
Daily Kickstart (China FX Edition)
Whither the yuan…
What Could Go Wrong?
If history is any guide, a lot…
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