“Why not let him cheat just one more time?”
Author: therealheisenberg
December Tariffs Seen Delayed, But Mercurial Trump Is Wildcard
It’s worth noting that there is no real “consensus†(per se) on what a delay without an interim deal would mean for markets.
Wilbur Ross: USMCA Is ‘Biggest Trade Deal In The History Of The Whole World’
And Wilbur would know.
Who’s Afraid Of Exploding Pork Prices? China Inflation Surge Makes For Good Headlines, Don’t It?
The PBoC claims it has a handle on this, and maybe it does.
China Enjoys Rebound In Credit Growth After October Collapse
Fingers crossed.
Last Week, One Bank Found ‘The Most Depressing Chart Ever!’ Here’s A Followup
The problem: You’ve got to be willing to “take on liquidity risk”.
Marko Kolanovic Predicted Trump’s Election Win. Here’s What He Thinks About 2020
“With the onset of the trade war in the first quarter of 2018, the impact of Trump’s policies on markets changed drastically”.
Inspector General Horowitz Says FBI Had ‘Authorized Purpose’ To Investigate Trump Campaign, But Criticizes Errors
“We also concluded that, under the AG Guidelines and the DIOG, the FBI had an authorized purpose when it opened Crossfire Hurricane”.
Marko Kolanovic Delivers 2020 Outlook, Sees Higher Stocks, Better Macro
“At the depth of the market selloff last December, we set a controversial S&P 500 price target of 3,100 for 2019”.
What Are The Odds Of A Bear Market? Goldman Drills Down
The good, the bad, the bearish and the bullish.
Hooray! Dems To Give Trump USMCA Win Despite Impeachment Probe
Now if only markets cared about this…
Make It 3 Out Of 3 On Oversubscribed Repos Covering Year-End Turn
One almost gets the sense that people will be disappointed if there aren’t any fireworks.
‘This Is The Worst On Record’: Hong Kong Faces Retail Apocalypse, Survey Says
“Even if it stabilizes, it will be a long road before Hong Kong rebuilds its international reputation”.
Monday ‘Green Shoots’ As Germany, Japan Deliver Upside Surprises On Key Data
Still, nobody should get too excited.
World’s Biggest Auto Market Extends Historic Slump As China Car Sales Fall 17 Months Out Of 18
To call this “unprecedented” would be to grossly understate the case.
FX Trading Is ‘Increasingly Complex And Fragmented’, And Volatility Is Near Record Lows. What Could Go Wrong?
“The current market configuration has emerged largely during a prolonged period of low volatility”.
No Pain On Wall Street, Main Street? No Gain In Quest To End Trade War, History Shows
It would be both correct and incorrect to say the week ahead will be all about trade.
The BIS Explains ‘Highly Unusual’ September Repo Chaos
“The mid-September tensions in the US dollar market for repurchase agreements (repos) were highly unusual”.
Rudy Giuliani, Trump Push Limits Of America’s Collective Sanity
“He’s going to make a report”.
China’s November Trade Data Is In. Exports Disappointed
November’s trade data is something of a mixed bag, but on balance…
Why Subadra Rajappa Sees US Treasury Yields Falling To 1.2%
… and the Fed delivering 100bp of easing in the first half of 2020.
Goldman’s Macro Model Did A Decent Job Predicting Volatility In 2019. Here’s What It Says For 2020
It’s worth adding a generic caveat…
All’s Well That Ends In A Blistering Jobs Rally
Frankly, this was an unnerving week, payrolls aside.
Here’s What Larry Kudlow Told The Market About Jobs And Trade On Friday
“[Trump is a] tough, canny, wily negotiator”.
People Like Jim Cramer Are Why The American Dream Is Dead For Everyday People
By all means, be greedy. Be selfish. But…
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