[BloombergQ] Stocks Advance, Euro Falls After ECB Rate Pledge: Markets Wrap [Reuters] Euro tumbles as ECB vows to keep rate down [Reuters] ECB to end bond [...]
[Reuters] World stocks capped by trade war concerns, central banks [Reuters] U.S. producer prices rise more than expected in May [CNBC] The Fed is hiking rates [...]
[BloombergQ] Dollar Steady, Stocks Drift After Inflation Data: Markets Wrap [Reuters] Yields rise before expected Fed rate increase [Reuters] Historic [...]
[Reuters] Stocks, euro climb as calm in Italy overshadows chaotic G7 [Reuters] ‘Fair trade, fool trade’, Trump’s tweets spew ire on NATO [...]
[Reuters] Trump brings US-Canada alliance to the brink of a trade war [Reuters] China’s Xi calls out ‘selfish, short-sighted’ trade policies [...]
[Reuters] Trump to leave G7 early, missing environmental talks [BBC] G7 summit dogged by divisions between Trump and allies [Reuters] Fed, ECB to tighten [...]
The first-quarter 2018 Z.1 “flow of funds” report can be viewed in two ways. From one perspective, key conventional data are un-extraordinary. [...]
[BloombergQ] Stocks Drop, Bonds Mixed as Emerging Assets Suffer: Markets Wrap [Reuters] Trump vows to ‘straighten out’ G7 trade ahead of tense [...]
[BloombergQ] Stocks Edge Up as Momentum Eases; Treasuries Slip: Markets Wrap [Reuters] Euro and bond yields extend rally on ECB while risk appetite grows [...]
[BloombergQ] Trade Hopes Sustain Risk-On Mood; ECB Sinks Bonds: Markets Wrap [Reuters] Euro boosted but bonds and stocks sag after hawkish ECB comments [...]
[BloombergQ] Stocks Struggle to Keep Momentum; Crude Declines: Markets Wrap [Reuters] Italy’s bonds yields rise after new PM promises “radical [...]
[Reuters] Global shares shrug off trade tensions as U.S. data reassures [BloombergQ] Trade Tensions Intensify With Trump, Allies Set for Showdown [BloombergQ] [...]
[Reuters] Talks end with China warning trade benefits at risk if U.S. imposes tariffs [Reuters] Moscovici ‘not optimistic’ trade row with U.S. will [...]
[Reuters] US isolated at G7 meeting as tariffs prompt retaliation [BloombergQ] Japan’s Aso `Feels Sorry’ for Mnuchin Amid Outrage Over Tariffs [...]
As I see it, cracks are opening in the greatest Bubble of all time. Serious fissures have developed in EM, Europe and China. Meanwhile, the stimulus-driven [...]
