This Is What Counts As ‘Fireworks’ In An Otherwise Tranquil Market
This sounds like a trivial statement (and it is), but…
Author: therealheisenberg
Fed Policy ‘Well Calibrated’ After October Rate Cut, FOMC Minutes Show
Downside risks are still elevated, though.
Despair! US-China Trade Deal May Get Pushed To 2020, Sources Say
Somebody get Larry Kudlow on the phone.
Trump Barely Knows Gordon Sondland, Who Gave Him $1 Million
In September, Gordon was a “highly respected” man.
‘Was There A Quid Pro Quo? Yes’: Gordon Sondland Throws Trump, Giuliani, Pompeo Under Bus In Stunning Opening Statement
“I followed the directions of the President. Everyone was in the loop. It was no secret.”
S&P 5,300, Bear Market ‘Signposts’ And The Persistence Of The ‘Exceptional’
“Stimulus unwind [is] especially tricky”.
And Now, For A Geopolitical Reality Check…
Risk aversion runs rampant as Hong Kong bill hits sentiment.
China Cuts Loan Prime Rate, Rounding Out November Mini-Easing Push
“We should just expect the PBoC to keep adopting this combination in the future”.
Senate Passes Hong Kong Bill, Risking Backlash From China Amid Tense Trade Talks
It’s not yet clear how Trump will react.
Yes, The S&P 500 Is Exposed To Liquidity Risk
And passive investing plays a role.
‘In Russia, This Would Surely Cost Me My Life’: Vindman, Williams Undeterred By Threats In Key Impeachment Testimony
“My simple act of appearing here today would not be tolerated in many places”.
‘What If Yields Rose By 100bp?’ Questions Linger Around Bursting Of Bond Beta Bubble
How dramatic would the unwind be?
Here’s What’s Behind The ‘Relentless Bid For Stocks’
All of this is playing out against a backdrop defined by a (rare) dearth of news flow…
Here’s How Much GDP Growth The US And China Have Torched In The Trade War So Far
Only the dead have seen the end of war.