He’s a third world strongman.
Month: January 2020
State Of Emergency.
Who’s excited for mainland Chinese markets to reopen?
MNI Marvels At Sheer ‘Hugeness’ Of Dastardly Chicago PMI Miss
For months, ISM manufacturing has been the odd man out – but nothing like this.
Find Me A Silver Lining (Other Than Margins) In These Caterpillar Numbers
And speaking of not very inspiring…
A Sick Albatross.
Quarantines, travel restrictions and macabre humor.
How The Coronavirus Could Force The Fed Back To Zero (A Nuanced Take)
It’s all about precluding further dollar appreciation.
WHO’s There? Amazon And A $1 Trillion Market Cap
Don’t panic. But wear a mask.
Person-To-Person Inversion.
It’s starting to feel like August all over again for markets.
Look, Green Shoots! And Just In Time For Viral Roundup
The question is whether it’s durable.
Wilbur Ross To Bartiromo: Coronavirus Proves China Is Disease-Ridden, Will Be Good For US Jobs
Wilbur, like his boss, transcends satire.
GDP Beats, But Consumption Slows Sharply, Business Investment Falls Third Straight Quarter
As we’re fond of putting it: It’s good, but not “great”. “Again” or otherwise.
BOE Gambles, Stands Pat In ‘Knife-Edge’ Call
If this ends up looking misguided in retrospect…
It Wasn’t Priced In: Taiwan’s Epic Tumble Prompts Asia Rout As Yuan Breaches 7
That’s a lot of masks.
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