“You asked about year-end”.
Author: therealheisenberg
Fed Stands Pat In First Unanimous Decision Since May; Dots Show Policy On Hold Through 2020
“…policy is appropriate”.
‘Perspective Is Not A Static Concept’: Kocic Delivers 2020 Vol. Outlook And It Is Quite Something
“A consequence of our reaction to the underlying informational overload”.
Trump Was Already Mad At The World Bank. News China Sought Funds For Surveillance In Xinjiang Won’t Help
The documents show loan recipients were looking to obtain technology “compatible” with equipment made by Hikvision and Dahua.
CPI Is Solid, But Subdued Core Helps Make Case For Accommodation
Unlikely to move the needle.
Limit-Up Debut For Saudi Aramco Gets Crown Prince Closer To ‘Magic’ $2 Trillion Mark
A laughably overwrought ceremony at the Fairmont in Riyadh featured green lasers…
The Case For Gold, According To Goldman
From central banks to MMT and back again.
In Case It’s Not Clear Enough, William Barr Is Going To Prosecute And Jail Trump’s Enemies
“He’s looking at how it got started”.
‘The Day The World Stops Spinning’: Zoltan Pozsar Calls For QE4
“If carry makes the world go ‘round, and reserves make carry possible the day we run out of reserves would be the day when the world would stop spinning”.
Nomura’s McElligott On A Possible ‘Impulse Gap Higher’
“The market has [a lot of] protection which will get sold”.
Abuse Of Power, Obstruction Of Congress: Dems Announce Articles Of Impeachment Against Trump
“Why not let him cheat just one more time?”
December Tariffs Seen Delayed, But Mercurial Trump Is Wildcard
It’s worth noting that there is no real “consensus†(per se) on what a delay without an interim deal would mean for markets.
Wilbur Ross: USMCA Is ‘Biggest Trade Deal In The History Of The Whole World’
And Wilbur would know.
Who’s Afraid Of Exploding Pork Prices? China Inflation Surge Makes For Good Headlines, Don’t It?
The PBoC claims it has a handle on this, and maybe it does.
China Enjoys Rebound In Credit Growth After October Collapse
Fingers crossed.
Last Week, One Bank Found ‘The Most Depressing Chart Ever!’ Here’s A Followup
The problem: You’ve got to be willing to “take on liquidity risk”.
Marko Kolanovic Predicted Trump’s Election Win. Here’s What He Thinks About 2020
“With the onset of the trade war in the first quarter of 2018, the impact of Trump’s policies on markets changed drastically”.
Inspector General Horowitz Says FBI Had ‘Authorized Purpose’ To Investigate Trump Campaign, But Criticizes Errors
“We also concluded that, under the AG Guidelines and the DIOG, the FBI had an authorized purpose when it opened Crossfire Hurricane”.
Marko Kolanovic Delivers 2020 Outlook, Sees Higher Stocks, Better Macro
“At the depth of the market selloff last December, we set a controversial S&P 500 price target of 3,100 for 2019”.
What Are The Odds Of A Bear Market? Goldman Drills Down
The good, the bad, the bearish and the bullish.
Hooray! Dems To Give Trump USMCA Win Despite Impeachment Probe
Now if only markets cared about this…
Make It 3 Out Of 3 On Oversubscribed Repos Covering Year-End Turn
One almost gets the sense that people will be disappointed if there aren’t any fireworks.
‘This Is The Worst On Record’: Hong Kong Faces Retail Apocalypse, Survey Says
“Even if it stabilizes, it will be a long road before Hong Kong rebuilds its international reputation”.
Monday ‘Green Shoots’ As Germany, Japan Deliver Upside Surprises On Key Data
Still, nobody should get too excited.
World’s Biggest Auto Market Extends Historic Slump As China Car Sales Fall 17 Months Out Of 18
To call this “unprecedented” would be to grossly understate the case.
FX Trading Is ‘Increasingly Complex And Fragmented’, And Volatility Is Near Record Lows. What Could Go Wrong?
“The current market configuration has emerged largely during a prolonged period of low volatility”.
No Pain On Wall Street, Main Street? No Gain In Quest To End Trade War, History Shows
It would be both correct and incorrect to say the week ahead will be all about trade.
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