The longer we linger ‘up here’…
Author: therealheisenberg
Split BOE Decision Wrong-Foots Markets, 2020 Rate Cut Now Seen Likely
“They’re closer to cutting rates than we think”.
Tariff Rollbacks Imminent, China Says. US Confirms
It would be the first time the Trump administration has removed duties since the beginning of the trade war.
Bill Barr Turned Down Trump Request For News Conference Exonerating President In Ukraine Call
Bill should ask Jeff Sessions what happens if you don’t do Trump a favor when asked.
Bill Taylor’s ‘Clear Understanding’ Was That Trump Tried To Extort Ukraine. He’ll Tell You About It On TV Next Week
Taylor, a West Point graduate and Vietnam veteran, will testify publicly, on television, next week.
Happy Times And ‘Manna From The Printing Press Heaven’
“The wealth effect on global plutonomists will be massive”.
Marco Rubio’s China Pension Ban Will Save You From Accidentally Becoming A Communist Financier
“Today makes clear that a bipartisan, bicameral coalition in Congress will not sit on the sidelines”.
‘A Weak Start To Q4’: JPMorgan Global PMI Prints Lowest Since February 2016, Employment Dives Into Contraction
“…the pace of job losses at manufacturers was the joint-fastest for over a decade”.
Iran Now ‘Harassing’ IAEA Inspectors As Mountain Nuke Facility Reactivated
“We know how sensitive they are to the Fordow facility”.
For Germany, Light At End Of Tunnel Still Just A Faint Glimmer
Far from out of the woods.
Stocks And The 2020 Election: 5 Charts And Some Questions
Just some food for thought amid the cacophony.
Armageddon Scenarios, Willful Ignorance And ‘Bond Risk Everywhere’
What could go wrong?
Disaster Strikes: Gordon Sondland Revised Testimony To Include Quid Pro Quo Admission, Called Giuliani ‘Insidious’
Ultimately those were demands, were they not? A: Ultimately, yes.
Kurt Volker To Congress: Biden Did Nothing Wrong In Ukraine, Giuliani Was Warned Allegations, Sources ‘Simply Not Credible’
Q: Rudy Giuliani was the problem? A: The negative narrative about Ukraine which Mr. Giuliani was furthering was the problem.
‘You Admitted It Publicly’: Impeachment Investigators Want To Depose Mick Mulvaney On Friday
“Your statements to the American public on October 17 were nothing less than a televised confession”.
Reflation Narrative Gets Another Boost As ISM Non-Manufacturing Rebounds From Trump-Era Low
All told, the headline beat will likely be enough to bolster the rosy economic story.
As ‘Tantrum’ Risk Comes Calling, Nomura’s McElligott Flags CTA Bond Selling As Legacy Long Unwound
Trade optimism is running rampant and crowded positioning looks set to unwind.
Who Needs An Economy When You’ve Got Stocks? Markets On Fire In Two Recession-Hit Locales
Two recession-ravaged economies are enjoying large rallies in domestic equities.
China Gunning For Meaningful Tariff Relief In Exchange For Deal, Yuan Surges Past 7
A “necessary condition”.
China Cuts MLF Rate In Nod To Sagging Economy
With officials still reluctant to countenance broad-based, “kitchen sink†stimulus, some worry stagflation is imminent.
There’s Nothing To See In Trump’s Tax Returns And To Prove It, He’ll Have Brett Kavanaugh Block You From Seeing Them!
“The constitutional issues are significant”. At least Jay got that part right.
Market In ‘Sweet Spot’ As Trump Said To Consider Removing Some Tariffs Just As Stocks Hit Highs
It’s all going right, just two months on from a growth scare that sent yields to doomsday lows.
Ukraine To Fire Kostiantyn Kulyk, Giuliani Contact And Source For Dubious Columns In The Hill
Why should anyone care about this? Well, it’s quite simple actually.
CNBC, Cooperman Double Down On ‘Pity The Billionaire Curmudgeons’ Strategy To Counter Liz Warren
Frankly, the network’s coverage of Warren now borders on the bizarre.
‘They Had Plans To Do Things, Including To Me’: Marie Yovanovitch Transcript Released And It’s Very Bad
Q: Did you feel threatened? A: Yes.
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