The trade talks and the epidemic could soon become entangled, just as national security and trade became inextricably bound up last year.Â
Author: therealheisenberg
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.
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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