More uninspiring (and unwelcome) data to undermine the optimism.
Day: November 13, 2019
Is The Min Vol Bubble Bursting?
It’s now just a matter whether the bubble merely deflates, or actually bursts in earnest.
Only ‘Friendly’ Questions Were Allowed At Trump, Erdogan Press Conference
“I hear it’s a joke”.
US-China Trade Talks Hit Pothole Over Purportedly ‘Easy’ Farm Purchases
Everyone knew it was coming…
Bill Taylor Reveals New Information In First Day Of Public Impeachment Hearings
“President Trump cares more about the investigations of Biden”.
$574 Billion In AUM Pretty Sure Stocks Will Outperform Everything In 2020
That FOMO feeling again.
Nomura’s McElligott: ‘Now Comes The Hard Part’
“The easy money has been made”.
Jerome Powell Takes A ‘First, Do No Harm’ Approach In Prepared Remarks To Congress
Careful! Don’t break anything.
Mixed CPI Report Leaves Powell With Blank Canvas In Congressional Hearings
That could be good or bad.
‘Sudden Selloff’ Not Likely, But ‘Hedging Is Still Timely’, Goldman Says
“Monitoring conditions”…
Of Kiwis And Protesters
A “most critical juncture”.
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