“A dire end to 2019”.
Author: therealheisenberg
For Chinese Markets, Plunging Liquor No Match For RRR Cut, Trade Optimism
Kweichow Moutai may be a harbinger, but it matters not on Thursday.
Mohamed El-Erian Is Worried. Here’s Why…
“Improvement” may be such a relative term right now as to be nearly meaningless.Â
Requiem For A Dreamy 2019
Happy new year.
‘You Can’t Do Anything’: Khamenei Lampoons Trump’s ‘Threat’ As US Deploys Infantry Battalion To Iraq
Trump is sending an infantry battalion.
China Delivers Promised RRR Cut, Releasing 800 Billion Yuan In Liquidity
Expect more where this came from in 2020.
Bellwether South Korea Staggers Out Of Rough 2019 With Better-Than-Expected December Trade Data
For the year, South Korea’s exports fell 10.3%.
How Bad Would It Have Been Without The Xanax?
We may never know.
What’s Better Than Buying An Index Fund? Buying Index Stocks, That’s What.
This is pretty simple, really.
As Trump Talks Up ‘Very Large’ China Deal, Peter Navarro Feigns Excitement In Painful CNBC Chat
“Let’s see what happens”.
Embassy Incident, Kataib Hezbollah Strikes Are Latest Episode In America’s Cat-And-Mouse Game With Iran’s Soleimani
Someone “will be held fully responsible”, Trump swears.
2019’s Dominant Trends Reverse In Year-End Shuffle
Don’t read too much into it.
China PMIs Show More Signs Of Tentative Stabilization As Factory Activity Expands For Second Month
Hardly a blowout, but it’ll do.
‘We Didn’t Know Why Rudy Was Involved’: Giuliani, Lev Parnas Participated In Effort To Ease Maduro From Power In Venezuela
Disconcerting and manifestly insane.
2 Things: Soy And Gold
It’s too late for some Trump voters in farm country, though.
Lukewarm Data Belies Top 10 Year For S&P
As for what’s in store…
Pensions Go ‘Exploring’ In Exciting World Of Opaque, Illiquid Private Credit
Maybe “spelunking” is better.
‘The World’s A Nicer Place When The Dollar’s On The Back Foot’
A lack of news makes positioning-inspired dollar drop the story du jour.
Hong Kong’s Exports Fall 13th Straight Month As Nightmare Year Winds Down
“As we walk through 2019, whether we are carrying fear, anxiety, anger, or confusion, we can choose to embrace the future with hope”.
‘This Is Not As Radical As It Sounds’: Crucial Considerations At The Policy Crossroads
“The simplicity of this approach underscores an important point”…
Out With The Dissenters! Fed Voter Rotation Removes Hawks
2020 represents a unique challenge thanks to Trump’s public criticism of monetary policy.Â
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.
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