Search Results for: argentina
Forget The Bombs, Buy The Stocks.
Risk on.
The Day After.
One day on…
Trader Asks: Emerging Market ‘Meltdown’ Or Much Ado About Nothing?
“The start of something? Or much ado about nothing?”
Hold My Beer While I Poke This Hornet’s Nest.
Well, he did it.
Who’s Doing The Selling In Emerging Markets? It’s The ‘Smart’ Money, Stupid.
Trade accordingly.
Or actually don’t – because if the above is right and you sell, then you’ll end up exacerbating the situation
And Now, Back To Your Regularly Scheduled Minefield Sprint: Full Week Ahead Preview
So yeah, cue the mascot minefield meme.
In The Meantime.
And that’s the week.
Riders On The Storm(y).
Turn on your wipers.
Here’s Where Everyone Stands On The Metals Tariffs As Trump Goes The ‘Let’s Just Do It Tomorrow’ Route
Make trade uncertainty great again.
David Stockman Says This Cycle Is An Octogenarian – At Least
“…like in the case of an aging human, where weakened defenses and impaired resilience cause it to succumb to infections and other exogenous threats, the main street economy is exceedingly vulnerable.”
Albert Edwards Explains Why The S&P Will Eventually Fall Below The 2009 Lows
“In the next recession, I would expect the P/E to bottom at about seven times, a lower low with earnings about 30% lower because of the recession. That would put the S&P lower than the 666 low of the previous crash, versus 2671 Thursday afternoon.”
Release The Soybean Tariff Kraken!
This is a real kick in the balls for Trump – and possibly for Chinese consumers, depending on how it pans out.
Here’s Who Trump Is Likely To Target On Trade – One Bank’s Fresh Look At Tariffs
Nothing says “innovation” like aggressive protectionism.
With Bitcoin Set To Use More Power Than Electric Vehicles, Here’s How Much Mining One Coin Costs
“…we see Bitcoin and other cryptocurrencies taking the headlines in 2018 – particularly if the surge in energy consumption from this continues in to 2019 and beyond.”
The Big Top, The Big Long, The Big Short, & The Big Risk (‘Big League’)
The air up here is thin.
This Is Where The Next EM Crisis Will Start
“Fragile Five” and “an alternative version of monetary policy reality.”
Key Calls (Monday): Upgrades, Downgrades & Initiations
You need an upgrade.
Key Calls (Friday): Upgrades, Downgrades & Initiations
You need an upgrade.
Fasten Your Seat Belts: ‘A Melting Pot’ Of Risks
“Global political developments have kept us on our toes and will continue to do so through the fall and into next year. Investors should brace for a bumpy ride.”
Key Calls (Thursday): Upgrades, Downgrades & Initiations
You need an upgrade.
Bubble Mechanics: ‘The Only Sensible Thing To Do Is Keep Buying’!
“We’ve come to hope and expect that payment for current excesses can be put off longer than our careers will last.”
SocGen: This Is The “Real Test For The Party Mood”
“Whether the Fed is raising rates too fast given their inflation mandate or not, they are raising them too slowly to contain asset price inflation. And while the FX market was getting a bit nervous, with falls for the RUB, ZAR and the TRY yesterday, the emerging bond market community was getting excited about 100-year, dollar -denominated debt issued by Argentina.”
“This Sort Of News” Is Bad, But “There’s A Wall Of Money Out There”
“Flows into EM assets persists despite this sort of news that you’d think would have the opposite impact.”
A Tremendous Impeachment
“It’s not even going to be close,†Trump said. “The ratings for Bill Clinton’s impeachment were a joke.â€
Donald Trump The Latin American Demagogue
We’ve seen this movie before… and it usually ends badly.
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