Dude One

 https://www.bbc.com/news/world-australia-51731422 in other countries, they wipe off with their hands, still they will also run out of toilet paper. That´s the point. Not rational. https://www.bbc.com/news/world-australia-51731422 in other countries, they wipe off with their hands, still they will also run out of toilet paper. That´s the point. Not rational.

Look at the signs, Japan, Singapore, Hong Kong, Australia, Italy, Spain... as panic struck, they ran out of toilet paper. Panic will strike USA, expect to run out of toilet paper. Expect toilet paper to do nothing to fence off Corona nor the economic crisis we´re heading for. 1 trillion rolls or USD won´t cut it either.

We would be deluded to think we can shrug this one off with a month of confinement. Governments, as well meaning as they may be, don´t have enough cash to bailout the incoming wave of bankruptcies.

When that yield curve inverts, we´re going to have a lot of fun.. low volatility is a bore.

Future doesn´t sound very upbeat.

Yes, but no, but yes... so unclear.

WOW... Still looking to go long on a downtrend?

hahaha! the beyonce indicator, it tells about about bitcoin. Absolutely no wonder EU has capped leverage from 1:400/1:500 to 1:2 for cryptocurrency to protect the interests of the google trend crowd.

Simmering fears, yes, nice term to label just about anything. Including EU politics and lagging economic cycle. So it´s interest rates for the time being.

... for the record.. DE ZEW survey accounted for absolutely nothing.

Yeeees sir: Earnings, interest rates, inflation and wages. Politics, fugazi... Let´s see that fresh batch of (bearish :) EU data...

Gold, possibly the most ridiculously priced commodity ever, and oil is hard one to beat.

Housing will go down as far as the US economy and stock market slows down or, even better, hits the brickwall. Fed working to smooth the ride, so it depends how hard US hits the brakes or the wall. Oil harder to see where´s heading because it´s so blatantly manipulated on macropolitics. But fear not house bubbles (unless of course you borrow to the hilt or plan to retire soon to some absurd-er place), no matter how big the bubble is, prices will head back to higher highs. The ever growing number of punters in the world explain the equation.

nice triangles

Price of oil so wildly manipulated that it´s pretty hard to tell where the story is going... but sure sanctions don´t seem fully priced in. Still, thinking geopolitics, and prior to opec meeting in june, odds seem on downside.

Irrational environmental exuberance, no doubt. . Commodities up next years, likely.. Consumer squeeze, likely. . Recession, likely. . Seems like even populism might be lesser evil than capitalist system. . Enjoy the ride, while it lasts.

It´s a good one...

OIL, one thing seems likely... volatility

politics never normal :)

This could be wild ride indeed.. still kid´s play compared to crypto..

Thank you for the article. It s encouraging to read some lines in favour of Mr Trump´s economicus thinking. In terms of communcation, nobody seems to take the president too seriously, not the least literally. Let´s not forget he´s been publictly reprimanded (left and right) for how the president Tweets. Let´s hope Mr Trump shows as much intelligence with real issues like climate change as he does with currency exchange rates. That would help small countries, future generations a lot more than US trade imbalances.

ah the narrative... lovely.

Lowering risks, long legs USD.

Yes, cable, wildly manipulated.

Puzzling he´s still in the office. Plus Putin wants oil prices higher, I guess Gold too, Ruble is tumbling and Russian stocks a volcano... so it´s pretty risky, economics easier to deal with.