All obligatory caveats aside…
Author: therealheisenberg
Questioning ‘Life Above 2%’ And Pondering The ‘Long-Dated Rates Catastrophe Option’
A large, sustained bond selloff isn’t likely, but…
Time To Lock People In The Riyadh Ritz! Saudi Aramco Rides Four-Day Losing Streak
The world’s most profitable company has now nearly reversed half of the IPO rally.
Bonds Dictated The Action In 2019. They May Hold The Keys In 2020 Too
“…equities soon needed yields to rise to be able to do the same”.
Trump Was Prepared To Force Government Shutdown Over Ukraine Language In Spending Bill: Sources
The language was a “non-starter” for Trump.
Melt-Up Or Euphoria? A Rose By Any Other Name…
And yet, it doesn’t have to end now.
Trump’s Call With Xi Jinping Wasn’t As Cordial As Friday Tweet Suggests
“Pay close attention to and attach importance to China’s concerns”.
For 1,545 US Steel Workers, MAGA Promise Rings Hollow
“Current market conditions made it imperative that we act now”.
The Two Best Periods Of Optimism In US History Had One Thing In Common: Impeachment
Also, inflation expectations dropped to a record low.
Nomura’s Charlie McElligott Delivers 2020 Macro Outlook: ‘My View Is Much More Realistic’
“As a contrarian, consensual group-think views into the year-ahead are often exaggerated”.
Say Goodbye To Mick Mulvaney. He’s A Lame Duck.
“Well-oiled machine”.
Carry On. There Are Stocks To Buy.
Lacking impediments, global stocks summit ever higher peaks.
Don’t Be So ‘Sensitive’: How Much Will The Data Matter For Markets In 2020?
“Data dependent”, so to speak.
In Record-Setting Stock Rally, USMCA, Trump Scores Pyrrhic Victories Amid Impeachment
Now if only Trump could get the “Do Nothing” ISM to cooperate, he’d be in good shape.
This 2s10s Curve Is Still Inverted…
And has been for the better part of two years.
Steve Mnuchin: Other Than Trump Being Impeached, Things Are ‘Terrific’
“Well first of all, it’s great to be here with you”…
McConnell, Schumer Square Off Over Trump’s Senate Trial As Pelosi Plans Next Move
“Is the president so weak than none of the president’s men can defend him under oath?â€
What To Know About The Biggest Chinese Liquidity Injection Since January
It’s worth taking a few minutes to understand the specifics.
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”…
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