Trade war impact deepens across Asia, but 'real economic shock' yet to hit. Activity slows in South Korea, Indonesia; shrinks in Malaysia. Container & bulk rates are already falling. t.co/xihZBds4kr pic.twitter.com/e3st8Bo5vq
— Holger Zschaepitz (@Schuldensuehner) November 1, 2018
Global earnings revisions pic.twitter.com/fTQXGNjFDS
— Teddy Vallee (@TeddyVallee) November 1, 2018
Hmmm – about that #chinese growth again pic.twitter.com/qdAu5B5Ypv
— mcm-ct.com (@mcm_ct) November 1, 2018
The most amazing thing about this is that the top car companies – VW, Toyota, Ford, GM, Daimler, Honda – still only spend a tiny fraction of revenues on R&D:
(spotted via @mrlevine) pic.twitter.com/5rg4KWGLVs
— Peter Campbell (@Petercampbell1) November 1, 2018
OLD WALL: headline of the day pic.twitter.com/qbAzpA3yw1
— Keith McCullough (@KeithMcCullough) November 1, 2018
holy shit pic.twitter.com/OhlKe0oD9B
— Alastair Williamson (@StockBoardAsset) October 30, 2018
You have a tightening of monetary conditions around the world, a slowdown in Chinese demand, and financial market turmoil that affects sentiment and investment decisions. @AXA #Economy #China #Forex cc. @dlacalle_IA @StockBoardAsset pic.twitter.com/1e8BUIkGUR
— Marc-André Fongern (@Fongern_MA) November 1, 2018
Taleb Says World Is More Fragile Today Than in 2007
Oct.31 — Nassim Nicholas Taleb, scientific advisor at Universa Investments, discusses the factors causing global fragility, hidden liabilities in global markets, and what he sees as safe trades in the current market. He speaks with Bloomberg’s Erik Schatzker on “Bloomberg Markets.”