In this latest issue of my weekly podcast, I go behind the recent equity sell off and look at the strategic shift by American and China on trade along with the disappointing market response to last week's Fed cut. It's part of a bigger story that also explains why the CNY/USD is rising over 7. Why 10-year rates are sinking to multi-year lows. And why the yield-curve inversion is getting steeper than ever. Meanwhile, the Democrats stage their second debate. Verdict? None of the candidates ended up changing their poll numbers. And, honestly, the entertainment value of listening to these marathon talkfests is beginning to wear off. Finally, some thoughts about Trump and Bo Jo and playing the game of chicken on the global stage.
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