This is ostensibly helpful for the reflation narrative.
Day: January 13, 2020
Skeptics Flag ‘Simply Ludicrous’ Stock Valuations, ‘Unprecedented’ Divergence Amid Central Bank Support
…depending on how hard the Fed wants to punch, that is a fight that is difficult to win.
Don’t Call It A Bubble: Nasdaq Floats Off Into Stratosphere As ‘Other 1 Percenters’ Conjure 1999 Parallel
When it rains bullish catalysts it pours, but under the hood, questions linger around the reflation narrative.
In ‘Dramatic Shift’, US Credit Investors No Longer Fear Recession
In other words, there’s a sense in which recession fears really aren’t “elevated” anymore.
Macro Tourist: The Possibility Of Another Quick Correction Like 2018 Are High
“Be careful up here”.
Suddenly, China Isn’t A Currency Manipulator Anymore
And therein lies the irony.
JPMorgan Asks: Is This The January 2018 Melt-Up All Over Again?
…it’s not hard to create scary-looking visuals.
Need Some Troops? Donald Trump Will Literally Sell You Some For $1 Billion ‘In The Bank’
“I’m gonna send ’em to you, but you gotta pay us”.
‘Boris Bounce’ In Jeopardy As BOE Doves, Dour Data Trigger Pound Pain
Remember, the UK still needs to negotiate a post-divorce trade deal with the EU by the end of the year.
Big Week Starts With Key Assets Looking To Retrace 2019’s Trade War Moves
As Trump would say: “We’ll see what happens”.
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