Marko Kolanovic Flags An ‘Unprecedented Divergence’, Says ‘Something Has To Give’
“The recent divergence in the performance of US Equities vs. the rest of the world is unprecedented in history.”
“The recent divergence in the performance of US Equities vs. the rest of the world is unprecedented in history.”
“You see what’s happening.”
“Political things.”
How to hike without hiking and what to do when there are no “good” options.
But don’t get too excited about the lira, ok?
“We will resist the bond yield spread, speculation, credit downgrades and attacks.”
New week, same issues. But let’s talk about them anyway.
Signal versus noise.
“…they’re selling the coin, or the, the corn.”
It’s raining, it’s pouring…
“We told them that at least we have to see some goodwill.”
If you’re Andrew Brunson, I’m not sure what’s more disconcerting…
Just when you thought it was safe to jump back into the lira.
Anyone for falling knives?
A durable alliance.
Wednesday is a disconcerting day for emerging markets.Â
“Spillover”, “contagion”, “transmission”, etc. etc.
“As the tide of excess liquidity recedes, EMs like South Africa will begin to pay the heavy price of this misallocation of credit.”
This has descended into farce, which is precisely what you’d expect…
Recep Tayyip Erdogan has a plan.
Bad things come to those who wait.
“They had to do something”.
It’s not looking great, but again, valuations are cheap!
Pray for Turkey.
“We see the game you are playing; we dare you.”
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