This may add to the positive trade vibes.
Author: therealheisenberg
Lots Of Beta, But No Alpha Makes Jack A Dull Boy
A familiar tale, but one worth (briefly) retelling…
Bob Lighthizer To Face The Nation: Friday Was ‘Most Momentous Day In Trade History’
“The president is not foolish, he’s very smart”.
Will 2020 Be The Year ‘Politicians’ Implied Vol’ Finally Overwhelms Central Banks?
“…there have been periods during which volatility has returned, but central banks have largely succeeded in beating back the turmoil”.
Mind-Boggling Local Government Debt Dynamics Should Probably Worry China Watchers In 2020
Much like China’s labyrinthine shadow banking complex, this is a laughably (and notoriously) convoluted setup.
Stuart Sparks Details The Ultimate In Ironic, Tragicomedic Fed Outcomes For 2020
“Note that this is not a forecast of recession”…
The Bull That Just Wouldn’t Die
But, you know what they say about the “best laid plans of mice and men”…
Trade Deal ‘Narrower-Than-Expected’, May Limit Yield Rise In ’19, Goldman Says
“This is a narrower deal than we were expecting”.
Lighthizer, Kudlow Talk Up Trade Deal As Skeptical Market Questions Farm Math
“…of course China didn’t mention these today”.
Trump Marks Dubious Friday With Impeachment Articles, Trade Fail
A surreal spectacle, but one befitting of the man.
China Announces Some Details Of Nine-Chapter ‘Phase One’ Trade Deal With Trump
The phase one deal contains nine chapters.
Retail Sales Miss ‘Bigly’ For November, Despite Equity Rally
It’s unlikely to get much attention, but maybe it should.
High Drama, As Fresh Trade Doubts Emerge Amid ‘Radio Silence’, Dispute Over Farm Buys
“This is a delicate situation”.
‘It’s Turning Into A Merry Christmas’: Global Rally Gains Momentum As Macro Risks Recede
It’s Trump’s rally to lose…
China Deal ‘In Principle’ Turbocharges Stocks, Sends Bonds Tumbling
High drama, as General Trump engages in all-day brinksmanship before signing off on the deal.
So, Business Debt Just Exceeded Household Debt For The First Time In 28 Years
Draw your own conclusions.
Christine Lagarde Is A ‘Wise Owl’, Isn’t Sure Who (Or What) You Are.
A decent debut, complete with a memorable quote.
China Deal All But Done. Trump Says ‘VERY’ Close, Dow Jones Tips Tariff Rollbacks
“They want it and so do we!”
CNBC Welcomes Washed Up Bigot Steve Bannon To Parrot Jim Cramer’s Trade Message
“I just think right now that the tariffs have been a winner”.
Aramco Touches A ‘Princely’ $2 Trillion Valuation, But Skeptics Abound
Ultimately, there’s no escaping the fact that the behemoth is a money printing machine.
Lagarde Era Begins At ECB
Stepping out of the shadow.
Erdogan Gets Another Giant Rate Cut As Turkey Virtually Wipes Out Real Rate Buffer
Unlike Donald Trump, when he “asks” for something from the central bank, he gets it.
Michael Horowitz Knows Two Things: The FBI Made Mistakes & There Is No Damn ‘Deep State’
“I would not call people names like that”.
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