From central banks to MMT and back again.
Day: December 10, 2019
In Case It’s Not Clear Enough, William Barr Is Going To Prosecute And Jail Trump’s Enemies
“He’s looking at how it got started”.
‘The Day The World Stops Spinning’: Zoltan Pozsar Calls For QE4
“If carry makes the world go ‘round, and reserves make carry possible the day we run out of reserves would be the day when the world would stop spinning”.
Nomura’s McElligott On A Possible ‘Impulse Gap Higher’
“The market has [a lot of] protection which will get sold”.
Abuse Of Power, Obstruction Of Congress: Dems Announce Articles Of Impeachment Against Trump
“Why not let him cheat just one more time?”
December Tariffs Seen Delayed, But Mercurial Trump Is Wildcard
It’s worth noting that there is no real “consensus†(per se) on what a delay without an interim deal would mean for markets.
Wilbur Ross: USMCA Is ‘Biggest Trade Deal In The History Of The Whole World’
And Wilbur would know.
Who’s Afraid Of Exploding Pork Prices? China Inflation Surge Makes For Good Headlines, Don’t It?
The PBoC claims it has a handle on this, and maybe it does.
China Enjoys Rebound In Credit Growth After October Collapse
Fingers crossed.
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