Just some food for thought amid the cacophony.
Day: November 5, 2019
Armageddon Scenarios, Willful Ignorance And ‘Bond Risk Everywhere’
What could go wrong?
Disaster Strikes: Gordon Sondland Revised Testimony To Include Quid Pro Quo Admission, Called Giuliani ‘Insidious’
Ultimately those were demands, were they not? A: Ultimately, yes.
Kurt Volker To Congress: Biden Did Nothing Wrong In Ukraine, Giuliani Was Warned Allegations, Sources ‘Simply Not Credible’
Q: Rudy Giuliani was the problem? A: The negative narrative about Ukraine which Mr. Giuliani was furthering was the problem.
‘You Admitted It Publicly’: Impeachment Investigators Want To Depose Mick Mulvaney On Friday
“Your statements to the American public on October 17 were nothing less than a televised confession”.
Reflation Narrative Gets Another Boost As ISM Non-Manufacturing Rebounds From Trump-Era Low
All told, the headline beat will likely be enough to bolster the rosy economic story.
As ‘Tantrum’ Risk Comes Calling, Nomura’s McElligott Flags CTA Bond Selling As Legacy Long Unwound
Trade optimism is running rampant and crowded positioning looks set to unwind.
Who Needs An Economy When You’ve Got Stocks? Markets On Fire In Two Recession-Hit Locales
Two recession-ravaged economies are enjoying large rallies in domestic equities.
China Gunning For Meaningful Tariff Relief In Exchange For Deal, Yuan Surges Past 7
A “necessary condition”.
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