“Our holiday sales did not meet our expectations”
Author: therealheisenberg
Bank Of America Delivers A Resounding ‘Meh’
All in all, this doesn’t look fantastic.
‘Can’t Believe Trump Hasn’t Fired This B**ch’: Giuliani Associate Parnas, Hyde Had Ambassador Yovanovitch Tailed In Ukraine
“Guess you can do anything in Ukraine with money”.
Bloomberg Freaks Out As Trump Prepares To Restrict Financial Media Access To Economic Data Releases
HFTs are licking their electronic chops.
Trump’s Sham Trial In The Senate To Begin Next Week, McConnell Says
Let the sham begin!
Elizabeth Warren Says Will Bypass Congress To Cancel Student Loan Debt On ‘Day One’
“We’re facing a crisis that’s holding back our economy and crushing millions of American families”.
Did Analysts Suddenly Give Up On Reverse Engineering Their Buy Ratings? Asking For Albert Edwards
“Greenspan actually believed that all those analysts making these high and higher LT eps forecasts independently couldn’t be wrong”.
Investors Who RSVP’d For World War III Now Ditching Gold, Yen
Who needs insurance when the shooting war is called off and the trade war is on hold?
Inflation Comes In Cool, Underscoring Fed Patience
The narrative persists.
Nomura’s McElligott: ‘It’s Getting Hot’, But ‘Perpetually Easy’ Fin Conditions ‘Keeps Train Rolling’
The proximate cause is no secret.
JPMorgan Beats As FICC Is Predictable Blowout On Easy Comp. Dimon Cites ‘Complex Geopolitical Issues’
“We face a continued high level of complex geopolitical issues”.
China’s December Trade Data Breezes Past Expectations
This is ostensibly helpful for the reflation narrative.
Skeptics Flag ‘Simply Ludicrous’ Stock Valuations, ‘Unprecedented’ Divergence Amid Central Bank Support
…depending on how hard the Fed wants to punch, that is a fight that is difficult to win.
Don’t Call It A Bubble: Nasdaq Floats Off Into Stratosphere As ‘Other 1 Percenters’ Conjure 1999 Parallel
When it rains bullish catalysts it pours, but under the hood, questions linger around the reflation narrative.
In ‘Dramatic Shift’, US Credit Investors No Longer Fear Recession
In other words, there’s a sense in which recession fears really aren’t “elevated” anymore.
Suddenly, China Isn’t A Currency Manipulator Anymore
And therein lies the irony.
JPMorgan Asks: Is This The January 2018 Melt-Up All Over Again?
…it’s not hard to create scary-looking visuals.
Need Some Troops? Donald Trump Will Literally Sell You Some For $1 Billion ‘In The Bank’
“I’m gonna send ’em to you, but you gotta pay us”.
‘Boris Bounce’ In Jeopardy As BOE Doves, Dour Data Trigger Pound Pain
Remember, the UK still needs to negotiate a post-divorce trade deal with the EU by the end of the year.
Big Week Starts With Key Assets Looking To Retrace 2019’s Trade War Moves
As Trump would say: “We’ll see what happens”.
Pelosi: Mitch McConnell Complicit In Cover-Up, Americans Will Eventually Hold Him Accountable
“Everything he says about someone else is a projection”.
Senator Mike Lee To Jake Tapper: Soleimani ‘Four Embassies’ Story Is ‘News To Me’
“I didn’t hear anything about that”.
The Earnings Recession Is Finally Here. Apparently, That Just Means Buy Stocks
We’ve been over this before
Reflation Trade Faded In 2020’s Opening Days As Reversal Strategy Is ‘Bang-On’
Maybe the “slow-flation” trade isn’t a “relic” after all.
Peter Navarro: Until The Bond Market Starts Caring, Trump Can Balloon The Deficit
“I was born, Peter, of an age, when the Republican party was the party of fiscal prudence”.
‘Mind The Lesson From 2008’ As Private Asset AUM Booms Despite Hedge Fund Underperformance
“While warehousing more illiquidity risk is not a problem for long-term investors in normal times”…
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