In flux…
Author: therealheisenberg
Riksbank ‘Sadomonetarists’ Exit Negative Rates To Fanfare
Cue Paul Krugman.
Congrats To Donald Trump On Joining The Highly Exclusive Club Of Impeached US Presidents
The president was impeached while telling a story about invisible stealth fighters to a crowd in Michigan.
Get Ready. ‘Great Rotation II’ Is Coming, JPMorgan Says
A “structural change” is coming.
Trump Paralyzed The WTO’s Appellate Body. Then He Filed An Appeal.
It’s “almost comical”.
Stanley Druckenmiller: ‘This Crazy President Saying We Need Negative Rates Is Most Anti-Capitalist Idea Ever’
“This administration, with wondering about where the hell the next bomb is coming from”…
Stanley Druckenmiller Delivers 2020 Outlook. Here Are Some Charts And Brief Color
“I’m 66, I might be dead by the time it happens”.
Here’s What Usually Happens After The S&P Has A Blockbuster Year
“Objects in motion”…
Markets Adrift As Traders Search For Catalysts Amid Trade Lull
Expect details around the trade deal to remain scant in the near-term.
With Nothing Left To Lose, Rudy Giuliani Goes All-In Amid Investigations, Impeachment
“Just in case you think we’re on defense, we’re not”.
Special Delivery! FedEx Drives Up, Drops Off Box Of God-Awful Numbers. Drives Off.
It’s bad. It’s so bad.
‘A Dramatic Turnaround’: BofA’s December Fund Manager Survey ‘Confirms The Bulls Are Back’
More “FOMO” feeling as recession risk is rapidly priced out.
As Another Trump Associate Gets Jail Sentence, ‘Moscow Mitch’ Readies ‘Sham’ Senate Trial
“Impeachment trials, like most trials, have witnesses.”
Albert Edwards Adds Sellside Bond Yield Forecasts To Benjamin Franklin’s Short List Of Life Certainties
“…the symptoms of a congenital condition so deeply ingrained it will never change”.
So, The Pound Is Plunging. Turns Out A Crash-Out Brexit Is Still In Play
Just another day in geopolitical hell.
Get The Swords, Saudi Aramco Falls For First Time Since IPO
It’s an “exceptional company”.
China Ponders Ethanol Tariff Waivers, Gimmicks To Meet Trump’s Impossible Farm Ask
According to the ubiquitous “people familiar with the matter”…
China Is Still Handing Out Billions In Subsidies To Corporations. And No US President Is Going To Stop Them.
“The Communist Party leadership draws its authority from the distribution of wealth”.
‘Run-Bull, Run’
“Our policy machinery is going full speed ahead”.
S&P 500 Vs. NIPA: The Great Profit Debate
Another “who you gonna believe?” moment.
‘The Brighter News Needs To Be Caveated’: Decent US PMIs Mask Average Economy
Good. But not “great” (“again” or otherwise).
Nomura’s McElligott Explains The ‘QE-Like Stasis’ Of An ‘Everything Works’ Market
So, is there any risk? Well, yes.
Elizabeth Warren Reminds CNBC: ‘There’s No Such Thing As A Government That Works Too Much For The People’
“That’s what a democratically elected government should do”.
Ghastly UK PMIs Underscore Precarity Of Post-Election Economic Outlook
“December’s PMI survey sadly lacked festive cheer”.
Germany Can’t Catch A Break As Manufacturing Slump Refuses To Abate
“A weak end to a difficult year for the German economy”.
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