Meet Your New Self-Driving Chauffeur To Walmart

"...Our personal shoppers get to work... and Waymo does the rest! They transport customers to and from pickup, and all the while, those customers can text, nap, work... you name it!

  • Jul 26, 2018 11:15 PM

"Where’s The Panic": Why Trade War Hedges Aren't Working

"U.S. equities at five-month highs, gold at one-year lows, the yen at five-month lows and Treasuries having their tightest yield range in almost 20 years on the week that tariffs were implemented. Where’s the risk aversion and the panic?"

  • Jul 19, 2018 5:30 AM

Bulls Charge Into A Trade War

"What I believe they don’t understand is how interconnected the global economy is today compared to the past..."

  • Jun 5, 2018 9:56 AM

"The Law Of Unintended Consequences Is Striking Again"

"Yes, a major trade war is likely to cause damage to the U.S. economy, but a lot of that will be in the longer term. It’s going to cause significantly more pain, especially in the short term, to all those exporters Trump is targeting."

  • Jun 4, 2018 6:16 AM

Frontrunning: May 29

  • Italy Sparks Global Fear of Fresh Euro Crisis (WSJ)
  • Brazil Truckers Strike to Cost Government $2.6 Billion Through End of Year (WSJ)
  • Oil Drops After Saudi-Russia Output Revival Plan Rattles Traders (BBG)
  • Kim Jong Un Sends Right-Hand Man to U.S. for Pre-Summit Talks (BBG)
  • May 29, 2018 8:46 AM

Grant's Almost Daily: Vehicle Vestibule

It’s alive! Much like Frankenstein’s monster, the automobile market has been jolted back to life by an external shock, this one in the form of the hurricanes which pounded large swaths of the United States last summer.

  • Apr 6, 2018 1:15 AM

"Trade Wars Trades Will Be Won And Lost In Volatility"

Global trade is the ultimate collection of supertankers so it takes a lot of effort and even more time to turn it around. The more valid area of concern is volatility, which has flirted with a game-changing shift to an environment where price swings are constantly elevated.

  • Mar 12, 2018 6:14 AM

Frontrunning: January 29

  • Global Stocks Start 2018 With a Roar (WSJ)
  • Challenged on all fronts, Britain's May faces pressure over Brexit law (Reuters)
  • Governments Worry That Cryptocurrencies Could be the ‘Next Swiss Bank Account’ (BBG)
  • U.S. Spending Rises in December; Saving Rate Lowest Since 2005 (WSJ)
  • Jan 29, 2018 8:56 AM