Key Events This Week: All Eyes On Jackson Hole

It's relatively quiet week where the highlights will be the latest global PMIs, the Aug 23 US-China tariff deadline, the minutes from the last FOMC and ECB meetings and, of course, Jackson Hole looms at the end of the week.

 

  • Aug 20, 2018 8:48 AM

Debate Over Target2 Continues: Twilight Of The Euro

"In the real world, Target2 imbalances are a measure of capital flight and loans that cannot be paid back...Real people have real fears, and they should. Anyone holding money in Italian banks is a fool."

  • Aug 7, 2018 3:30 AM

Sinn: Twilight Of The Euro?

“The currency union is a grave error, a quixotic, reckless, and misguided goal, that will not unite but break up Europe.”

  • Jul 31, 2018 5:00 AM

Frontrunning: July 23

  • Trump Warns Iran of ‘Consequences’ If It Threatens the U.S. (WSJ)
  • Bank of Japan Policy Change Speculation Roils Markets (BBG)
  • Small-Caps Surge, but Their Haven Status Is in Jeopardy (WSJ)
  • Trade Tensions Threaten Global Economic Growth, G-20 Cautions (BBG)
  • Jul 23, 2018 8:03 AM

Companies Say Negative Impact From FX Outweighing Trade War

While American companies have made much more noise about the destabilizing impact of President Trump's trade war, currency-related factors have been cited much more frequently as having had a negative impact on company performance...

  • Jul 17, 2018 7:35 AM

Frontrunning: June 8

  • Trump vows to 'straighten out' G7 trade ahead of tense meeting (Reuters)
  • With Kim, Trump trusts his gut over note cards (Reuters)
  • First Argentina, Then Turkey, Brazil. Now South Africa Reels (BBG)
  • These Are the Dealmakers Behind Trump and Kim (BBG)
  • Jun 8, 2018 8:40 AM

Global Stocks, US Futures Slammed By Quartet Of Risks

It is a sea of red in global markets this morning amid a quartet of risks, including the Turkish lira meltdown, weak European PMIs, the Italian political quagmire and Trump casting doubts over the North Korean summit.

  • May 23, 2018 7:08 AM