Kuroda Shrugs, Twitter Lampoons Sweden, Deutsche Crumbles: Welcome To Thursday
Ok, so as detailed earlier this morning, the first thing you should note about the
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Guest Post: Tough Day To Be Canadian
“It doesn’t really matter. For a while, investors will assume the rot spreads deeper than just one company. The entire Canadian real estate sector will now be guilty until proven innocent.”
Today’s Word Is “Bigly”: Here Comes Trump’s Terrific, Tremendous, Tax Plan
Today’s word is “bigly.” No wait, “phenomenal.” No wait, “massive.” Yeah, that’s it. “Massive.” All
It’s “Make-Or-Break Time” And We Could See “A Painful Cleanout”
“During the past five years, May has been the worst month, on average, for EM FX. I remain a structural long-term bull on emerging markets, but the next month could see a painful cleanout of complacent positioning.”
Jobs, Minutes, Xi & The Juiceman: Your Full Week Ahead Preview
Welcome to the first quarter of the rest of your life. Q2 marks markets’ first
One Chart Summarizes The Road Ahead For The Trump Agenda
“Is this GOP Congress an opposition party or a governing party?”
Your Ultimate Visual Guide To Angry Politics
On Saturday, I brought you “3 Dramatic Charts Show The ‘Collapse’ Of Global Political Order.”
“I’d Tax Every Benz,” “It’s A Corpse That Still Moves”: Are You Getting The Truth On Trade?
“At the same time, tariffs would weigh on US growth. If we assume that Mexico and China retaliate with equivalent tariffs, this would substantially reduce demand for US exports, depressing US GDP by around 0.7pp by 2019. In fact, tariffs would likely hit US GDP so sharply that the Federal Reserve would be prompted to reduce interest rates to cushion the blow—despite an increase in inflation.”
Goldman: Global Fund Managers “Concerned” With Trade Wars, Protectionism
Given the distinct possibility that global trade and commerce is about to be completely upended by an unhinged real estate developer with delusions of grandeur and his cabinet of billionaires, it isn’t any wonder that when Goldman asked fund managers what they were concerned about, geopolitics and global trade topped the list.
Daily Kickstart (Dollar In Focus As UK Court Rules; Lira Plunges)
On Monday evening I said I’d likely find myself talking about the dollar again first thing
Inauguration Day: Last Minute Analysis From Wall Street
“Investors appear to be struggling to reconcile the policies of President-Elect Donald Trump with those of candidate Donald Trump”…
Mexico To Buy Twitter?
“Instead of spending its precious reserves to defend the peso, Mexico should just buy Twitter Inc. — at a cost of about $12 billion — and immediately shut it down.” They’ve got the money so what the hell, right?
“It’s Like Living In The Roman Colosseum”: Reaction To Trump Presser Lacks Nuance
“If investors were left disappointed on details relevant to the economy and policies, it’s because no one raised the issues in any substantive way.”
$16 Trillion In Global Trade Captured In One Incredible Video
“Trade has never dominated politics in the way it has this year”…
GM Gets “Lockheed Martin’d” In Trump Tweet
Look out, it’s a Twitter tape bomb!
Why Trump’s Trade Bluster Is Just That
When we think about Donald Trump and his protectionist trade proposals, it’s important to remember
All Hail The King
That’s right folks, Donald Trump is President. To be sure, no one really thought this was possible.
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