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
  • 39

"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
  • 38

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
  • 1

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
  • 6