This may mean that the market has become too comfortable with the trade outlook.
Day: November 8, 2019
‘There Was No Doubt’:Â Hill, Vindman Transcripts Describe ‘Sad’, ‘Shocking’, Sordid Ukraine Conspiracy
“There was no ambiguity. There was no doubt.”
Marko Kolanovic On ‘Groupthink’, Crowding And Why The Rotation Will Continue
“Two strategies that in theory should have little to do with each other” have been “nearly 100% correlated” recently.
China Responds: Phase One Deal Without Tariff Rollbacks Is Nonstarter
“What’s certain is that”…
The US Consumer Doesn’t Care About Impeachment – For Now, Anyway
“References to the impact of impeachment on economic prospects were virtually non-existent”.
Trump Figures Stocks Are High Enough Now That He Can Throw Cold Water On Trade Deal
Draw your own conclusions.
Spare A Thought For Gold. This Was A Terrible Week
Yellow doorstops are in the dumpster amid an otherwise stellar 2019.
Iran Shoots Down ‘Foreign’ Drone
“Residents of Imam Khomeini port city heard the sound of a missile being fired on Friday morning”.
China’s Yuan Rides Hot Streak Amid Trade Optimism. Exports Stabilize, But Imports, Car Sales Slide
There’s good news and bad news.
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