2020 represents a unique challenge thanks to Trump’s public criticism of monetary policy.Â
Author: therealheisenberg
Subjecting One Bank’s ‘Peak Globalization’ Thesis To Olson’s Theory
“The 1981-2016 era of unchecked flow of goods, people and capital is coming to an end”…
Will Printing Press-Financed Stimulus Break The Back Of The Four-Decade Bond Bull?
Don’t fight the fiscal?
Prophesying Profits.
Obviously, the risk here is that stocks have it wrong.
The Market Is Usually Wrong About The Fed. But What About The Economy?
“…the market is almost always wrong about what the Fed will do”.
Elizabeth Warren Asks For Donations As Fundraising Falls 30%, CNBC Super Duper Excited
If you “call now” (so to speak), she’ll send you a “Tax the Ultra-Rich†sticker.
He’s No Janet Yellen, But For Now, ‘Straight-Up Bliss’
But, and there’s always a “but”…
China Cuts Off American Writers, Publishers From World’s Second-Largest Book Market
“…publishing industry insiders describe a near freeze of regulatory approvals”.
Is ‘King Dollar’ Finally Rolling Over?
Trump sure hopes so.
Gamma Gravity, Reversals And Reflation Fascination: Summarizing Holiday Musings From Nomura’s McElligott
Recapping key talking points….
‘I Wish I Could Make Lasagna’: Meet Anne Lee, Trump Voter And Struggling Farmer
“We’re supposed to be feeding the world, and we can’t even put food on our own table”.
Up, Up And Away: Holiday Melt-Up Proceeds Apace
In these ebullient times, let us not forget the proverbial reason for the season.
China’s Industrial Profits Stage Sharp Rebound After Worst Plunge On Record
This should allay some fears – and we emphasize “some”.
Chupacabra.
Of Bigfoot, Bat Boy and other tall tales.
Blue-Chip Corporate Bonds Just Had The Best Year In A Decade. Now What About 2020?
“There’s only one game in town”, but is it a good game?
2019 Was The 9th Smoothest Year In History For US Equities (By One Measure, At Least)
And while we’re at it, let’s talk about gold.
As Tewoo Default Fires Up Doomsday Crowd, China To Roll Out SOE Reform
“World-class companies”.
From Turkey To China To Japan, Global Equities Buoyant In Holiday-Thinned Trade
Everywhere you turn, something’s higher.
Trump Confuses With Bombastic Holiday Retail Sales Boast
“CONGRATULATIONS AMERICA!”
As Defaults Soar, China Promises World’s Second-Largest Bond Market Won’t Be Nightmare For Creditors
It’s impossible to fathom what a true default cycle might look like in China.
Turkey, Erdogan Set Collision Course With US Congress Over Russian Missiles
“Such language would push Turkey exactly toward places that they don’t want it turn to”.
Yen, Pound See Wild Swings Amid Lack Of Adult Supervision
“Nobody is trading now”.
Will Trump Be Impeached Again? McGahn Testimony Fight Heats Up While New Ukraine Docs Complicate Senate Trial
“To oppose the admission of this evidence would be to turn a willfully blind eye to the facts”.
Japan, South Korea Flash Point Still Menaces Global Economy As 2019 Melts Into 2020
“Our relationship is one that cannot be made distant”.
A Year On, Markets No Longer Haunted By Ghost Of 2018 Christmas Massacre
And a partridge in a pear tree.
You must be logged in to post a comment.