Take it for what it’s worth.
Author: therealheisenberg
Meanwhile, In Turkey…
Inflation jump drives real rates further into negative territory, while Erdogan “neutralizes” nearly three-dozen of Assad’s troops.
Sorry Mr. Trump, But China Is Going To Need Some ‘Leniency’ On All That Stuff They Promised To Buy
It’s a “disaster”. And an “unforeseeable event”.
ISM Manufacturing Jumps Back Into Expansion For First Time Since July
…no matter how fleeting the bounce may prove.
Nomura’s McElligott: Gamma Impulse Again Concurrent With SPX Move, Markets ‘Stable’ But Iowa Risk Looms
Let’s keep things “edgy”, shall we?
Hong Kong’s Economy Shrank 2.9% On Year In Q4. And That Counts As ‘Good’ News These Days
It is, in a word, unfortunate.
As Yuan Short Calls Grow, Will Coronavirus Infect US-China Trade Deal?
The trade talks and the epidemic could soon become entangled, just as national security and trade became inextricably bound up last year.Â
After Stock Plunge, China Accuses Trump Administration Of Acting ‘Inappropriately’ In Virus Fight
“… some countries, the US in particular, have inappropriately overreacted, which certainly runs counter to WHO advice”.
China Delivers Larger-Than-Expected Repo Rate Cut, Says Industrial Profits Fell 6.3% In December
Pardon the central bank cliché.
Chinese Markets Plunge In Dramatic Reopening After Holiday: The Visuals
“Too late to sell, too early to buy”.
China And The Virus Aren’t The Only Things To Trade On This Week…
Misses could exacerbate the bond rally. Beats may assuage fears.
China To Inject Record 1.2 Trillion Yuan Amid Virus Worries. But Please, Mind The Details
There’s plenty of nuance.
Saudi Aramco Falls To Lowest Since IPO As Regional Shares Sink
The mood is sour, to say the least.
South Korea’s Export Slump Extends To 14 Months On Holiday Effects. From Here, It’s All About The Virus
The optics leave something to be desired.
Amid Virus Scare, We’re Golden.
But c’est la vie…
Crude Shorts Surge 50% As Virus ‘Black Swan’ Pushes Oil To Worst January Since 1991
It underscores the primacy of those concerns even in an environment plagued by worries on the supply side.
Jeff Gundlach Probably About 90% Correct To Say Chances Of Fed Cut Are About 90%
“Now a 90% chance of a 2020 cut”.
Donald Trump Is Above The Law. It’s Time America Just Admits It.
He’s a third world strongman.
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.
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