Don’t Fight The Rate-Setters? Or Are Stocks ‘The Real Aberration’?
“The reality is”…
Search Results for: huawei
We’re Devolving. And The Cobblers Are Restless.
“It is time to bring this trade war to an end”.
When The Chips Are Down
Semis are now synonymous with the overarching macro narrative.
An Awkward Combination.
To the extent there are any good vibes, they aren’t likely to last.
It’s All Political These Days: Full Week Ahead Preview
Donald Trump likely won’t be in a good mood as the new week dawns.
There’s China And Then There’s ‘Everything Else’…
If you’re curious to know what US credit investors are concerned about, the answer is “China”.
Why Fed Cuts Now Would ‘Only Make Things Worse’
Just after 8:30 AM on Tuesday, Donald Trump sent his eleventh tweet of the day….
‘Tariff Man’ Versus The World
“…a toxic cocktail of misguided protectionism and tacky jingoism wrapped in faux national security concerns.”
With Talks ‘Stalled’, Here’s Why Marko Kolanovic Thinks The Trade War Will Eventually Be Resolved
But beware “miscalculations”.
Deutsche’s Kocic: ‘Rates Gamma Is Still Not Relaxing’, Here’s Why
“…this is a possible continuation of the March episode.”
‘National Security’ As A Pandora’s Box
A slippery slope, indeed.
China Digs In With State Media Blitz Presaging Long War With ‘Tricky Bandit’ Trump
“If anyone thinks the Chinese side is bluffing, that will be the most significant misjudgment.”
The US Is Stumbling Towards Two Worst-Case Scenarios
Donald Trump is walking down a dangerous road – and he’s out of reliable guides.
‘Bandit Logic’ And Gamma Gravity
Local stability, but mind the “bandit” at 1600 Penn.
The Macro Tourist Talks Vancouver, Casinos And Grandma
“Sure. Be my guest. But I warn you, it hasn’t been nice.â€
What Marko Kolanovic Thinks About ‘Current Market Fears’
“…some of the fears are justified more than others.”
Fearing Stock Market, ‘Legendary’ Dealmaker Said To Hurry Deal Along
“The art of the ‘let’s hurry up and get this done'”.
Deal Or No Deal?
Win, lose or draw?
Dollars, Doves And Dictators: Full Week Ahead Preview
What could go wrong?
Give Us Back Our Meng!
…if this isn’t resolved, it has the potential to create a permanent rift between Washington and Beijing at a critical juncture for the world.
‘Boom!’ Nomura’s McElligott Talks Possible Breakdown In ‘Bond Love Affair’ Ahead Of ‘Ides of March’ Risk For Stocks
“… it sets up a dangerous dynamic where ‘late-comers’ are forced-in.””
Here’s The Blooper Reel From Trump’s Predictably Absurd China Trade Press Event
“…the question is an interesting one.”
As Trump Meets Liu He, Let’s Talk About That ‘Stable Yuan Pledge’ Again
If you’re looking to point fingers at anyone for currency “manipulation”…
US, China Will Hold Do-Over Trade Talks In Washington As Einsteinian Insanity Takes Hold
“I hope you keep up the good work.”
‘Chocolate Cake Diplomacy’ To The Rescue?
“Progress” is in the eye of the beholder.
Matt Whitaker Doesn’t Know What You Mean By ‘Yes Or No?’
Matt Whitaker testified on Capitol Hill Friday and predictably, it was painful to watch.
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