Thursday , September 19 2019
Home / FT Alphaville / Overheard in the long room: trade war worries

Overheard in the long room: trade war worries

“I worry about you Donny, sometimes I worry about you a lot” is a paraphrased line from the televised mini-series of Stephen King’s seminal novel IT.*And, as it turns out, some are really worried about Donny at the moment.From the latest edition of BAML’s fund manager survey, published Tuesday: Yep, the trade war once again leads the “biggest tail risk” question from the survey of 224 panellists with assets under management of 3bn.It’s not much of a surprise. Global equity markets seem to be moving on a single murmur from the orange one at the moment. On Tuesday they ripped higher on news that the latest round of tariffs would be suspended until Christmas, presumably to help with the shopping. On Wednesday they did the opposite, as soft data from Germany and China (both trade-war

FT Alphaville considers the following as important:

This could be interesting, too:

Bradford DeLong writes Josiah Ober: The Greeks and the Rational: The Discovery of Practical Reasons

Bradford DeLong writes Brad DeLong's Grasping Reality 2019-09-18 21:47:07

Joseph E. Gagnon writes A Hawkish Rate Cut? No.

Tyler Cowen writes Why we will end up piercing the corporate veil

“I worry about you Donny, sometimes I worry about you a lot” is a

FT Alphaville
FT Alphaville is a free daily news and commentary service giving finance professionals the information they need, when they need it. In a world where market professionals are inundated with information there is a pressing need to edit and filter, and hopefully sow a few ideas along the way. That’s where the FT Alphaville team comes in.

Leave a Reply

Your email address will not be published. Required fields are marked *