Frontrunning: June 15

  • Trump Hits China With Tariffs, Vows More If It Strikes Back (BBG)
  • Trump announces 25 percent tariff on Chinese technology (Reuters)
  • Merkel's government frays as migrant row festers in Germany (Reuters)
  • Trump Insiders Seek Pardon for ‘Junk Bond King’ Michael Milken (BBG)
  • Jun 15, 2018 8:55 AM

We Know How This Ends! - China Copies U.S. Housing Bubble Policies

"History is rhyming in China. The government is forcing large banks to lend trillions of yuan for rental housing, at below market rates, to borrowers who can't afford it, and banks are trying to pass of the risk by bundling these loans into asset-backed securities. "

  • Jun 12, 2018 9:40 PM

Frontrunning: June 4

  • Trump and Allies Set for Showdown Over Trade (BBG)
  • Value Investors Face Existential Crisis After Long Market Rally (WSJ)
  • Mueller-Trump Tests the Limits of Presidential Power (BBG)
  • Saudi Aramco restructures non-oil assets ahead of IPO (Reuters)
  • Jun 4, 2018 8:32 AM

"Glass Half Full" Markets Jump, Ignoring Renewed Global Trade War

Where previously the threat of renewed trade war between the US and the world would have been sufficient to pummel global markets, today stocks are approaching life with a "glass half full" approach, and global stocks and US futures are green across the board.

  • Jun 4, 2018 7:14 AM