Ceasefire is the new tariffs- something Trump can change every other day to stay the center of attention

Come on. Bondholders could care less about a potential role in the country’s recovery.
They want to get paid. That’s it.

Love this. Avoiding land mines for a long time results in top tier performance

All of the above

Given the damage done to oil facilities, the length of time it will take to normalize, and the chances that something goes wrong in negotiations, $88 for Brent is at least fair if not a little cheap

On this logic we will need to start wars with Russia and China and N Korea shortly and really get rid of that pesky tail risk

Now he needs to hit the road to support R candidates in the mid terms….

Maria is one of the best at the “nod and smile” school of Trump journalism

I guarantee the Chinese will bring this to his attention…

This will piss off the Chart near whose oil has b en getting through

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Mr. Market Takes a Side
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Guys like Kernen should not interview Pete B. You will just get embarrassed.

Atlanta Fed Nowcast for Q1 has gotten softer with every recent data release, and it looks like we are not entering Q2 with a lot of growth momentum.

Emerging markets are splitting into two distinct camps: Those that import oil (Asia) and those that produce oil and other commodities (Latam).

This chart is the ratio of the broad index to Latam exposure—buying a simple index fund for the asset class isn’t going to work for now.

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The Bounces and the Ticking Clock
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It’s simple math that the aggressive anti-immigrant push will limit US growth for a decade or more

Boots on the ground is a reasonable assumption for this long weekend. If you want to be long risk going into that God bless you

He might be just a touch more articulate than our Great Leader

Is there a predictions market for when Trump falls asleep during arguments

With Russia feeding them satellite intel along with other stuff we are not going to surprise them

Got a feeling we are also going to hear about firings or smaller hedge fund blowups once March returns are in the books for a while

The hubris is inexplicable and the comparison with physics🤷‍♂️

As a former grad student in Econ I call bullshit.

I thought he was going to say “as soon as we figure out our objectives “

Love the “eventual democratic transition” optimism with the entire corrupt authoritarian regime still in place minus one

Powell well aware of the shitshow Warsh is inheriting; has now resolved to speak through baseball analogies for the rest of his term. Respect.

These are the serious talks not the regular talks-big upgrade

Thanks very much. That’s smart—super high correlation to equities at times like these!

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When Did the Off-Ramp Disappear? About Wednesday, Say Markets.
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Looks like a scratch to me. Hegseth can get that thing back up in no time to rain death and destruction etc etc