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"Clearly the first salvos have been exchanged and in that sense, the trade war has started. There is no obvious end to this."

"...the breakdown in the dynamics of the old, dying 'growth-based paradigm'... is driving environmental damage, exacerbating social inequality and contributing to increased political instability."

"Cities in some parts of the country have lost tens of thousands of residents..."

"While everyone is debating the effects of possible trade sanctions on the global economy, few are paying attention to a far more serious issue. Enormous global debt, combined with low-interest rates, have set the stage for a global recession that has the potential for economic chaos."

“It might be that companies are anticipating trade becoming more difficult with China or with the U.S. and are adjusting their supply chains,”

Having hiked rates and tilted hawkish in the June FOMC meeting, markets have signaled their displeasure ever since (stocks, yield curve down notably) but The Minutes show no sign of The Fed trying to jawbone that 'displeasure' back as they reassure that "gradual hikes are needed amid a 'very strong' economy."

These four things are making global markets extremely fragile...

"Only you can see this post because it goes against our standards on hate speech..."

"Chinese officials are getting nervous. Everyone knows that whenever your favorite sports team struggles and fans are calling for the head coach’s head, any owner or general manager who then issues the dreaded (from the coach’s perspective) vote of confidence is essentially sealing his fate."

"The outlook for the dollar is increasingly bearish because investor positioning is misaligned with how the trade war will play out in the market."

"OPEC has not defined oil prices for the past 30 years..."

With trade war between the US and China set to begin at midnight on Friday, the market is taking on a oddly relaxed attitude, with S&P futures rising back to where they were before the waterfall drop just before Tuesday's close.

"The military/security complex, about which President Eisenhower warned Americans 57 years ago, adroitly uses the Fourth of July to portray America’s conflicts in a positive light in order to protect its power and profit institutionalized in the US government."

In the first half, the only BofA clients who purchased stock were corporate buybacks, while single stocks and sector ETFs were sold across the board.

Amid the illiquidty of a US trading holiday, Bloomberg reports that some European Central Bank policy makers are uneasy that investors aren’t betting on an interest-rate hike until December 2019, according to people familiar with the matter.

With the US set to launch the first salvo in the trade war against China at 12:01am on Friday, and with Beijing set to respond immediately, a logistical issue emerged: who gets to strike first?

With the US taking the day off for Independent Day holiday, US futures and European bourses posted modest gains even as Chinese stocks resumed selling, dragging Asian markets lower even as the Yuan's remarkable comeback continued.