The problem: You’ve got to be willing to “take on liquidity risk”.
Day: December 9, 2019
Marko Kolanovic Predicted Trump’s Election Win. Here’s What He Thinks About 2020
“With the onset of the trade war in the first quarter of 2018, the impact of Trump’s policies on markets changed drastically”.
Inspector General Horowitz Says FBI Had ‘Authorized Purpose’ To Investigate Trump Campaign, But Criticizes Errors
“We also concluded that, under the AG Guidelines and the DIOG, the FBI had an authorized purpose when it opened Crossfire Hurricane”.
Marko Kolanovic Delivers 2020 Outlook, Sees Higher Stocks, Better Macro
“At the depth of the market selloff last December, we set a controversial S&P 500 price target of 3,100 for 2019”.
What Are The Odds Of A Bear Market? Goldman Drills Down
The good, the bad, the bearish and the bullish.
Hooray! Dems To Give Trump USMCA Win Despite Impeachment Probe
Now if only markets cared about this…
Make It 3 Out Of 3 On Oversubscribed Repos Covering Year-End Turn
One almost gets the sense that people will be disappointed if there aren’t any fireworks.
‘This Is The Worst On Record’: Hong Kong Faces Retail Apocalypse, Survey Says
“Even if it stabilizes, it will be a long road before Hong Kong rebuilds its international reputation”.
Monday ‘Green Shoots’ As Germany, Japan Deliver Upside Surprises On Key Data
Still, nobody should get too excited.
World’s Biggest Auto Market Extends Historic Slump As China Car Sales Fall 17 Months Out Of 18
To call this “unprecedented” would be to grossly understate the case.
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