“Sources in Beijing informed the Global Times”…
Author: therealheisenberg
South Korea Exports Post Huge November Drop In Latest Sign Of Global Malaise
Exports have now declined for a dozen consecutive months.
Bob Marley And The ‘Wimpy’ 2020 Rebound Forecast
Upside risk, but in a “highly polarized setting”.
In ‘Major Expansion Of Export Controls’, US May Close Huawei Loopholes Exploited By Intel, Micron, Xilinx
The move “would be poorly received by US allies and US companies”.
Risk Parity As The ‘Real Winner’ Of 2019 (And A Snapshot Of One Bank’s 2020 Asset Allocation)
Oh, and they’re still OW cash.
Trump To Be Accused Of Seeking Foreign Influence In US Elections, ‘Unprecedented Obstruction’
As of Saturday, it still wasn’t clear what Trump’s strategy is.
Hooray! China’s Manufacturing Sector Unexpectedly Leaps Back Into Expansion
The market will take it, that’s for sure.
Beyond The ‘Bull Market In Everything’
If everything is overvalued, where can you turn for safety in a pinch?
As Gold Closes Out Bad Month, Someone Bets On $4,000 By 2021
All is hardly lost for carefully-polished doorstops.
Trump Is Winning The Financial Asset War With China. Time For Another Escalation?
After all, we’re “playing with the house’s money”.
Spotted In Europe: Green Shoots
Just in time to wither and die, probably.
‘There’s No Obvious Trigger’: Hong Kong Shares Dive In Last Day Of Eventful Month
Frankly, the month could have gone worse for local shares.
Bank Of Korea Serves Up Another Reminder Of Sluggish Global Economy, Even As Rates Kept On Hold
Just call it another casualty of the trade war.
Albert Edwards To America On Thanksgiving: Japanification Is Right Around The Corner
“But what if the reverse happens?”
China May Ban Entry To Some US Lawmakers As Fallout From Hong Kong Bill Begins
“Based on what I know”…
Trump Begrudgingly Joins Pro-Democracy Cause In Hong Kong, All Eyes On China Retaliation
“Today, I have signed into law S. 1838, the ‘Hong Kong Human Rights and Democracy Act of 2019′”.
Giuliani Negotiated $200,000 Contract With Ukraine Prosector Who Conspired Against Marie Yovanovitch
And yes, diGenova and Toensing were involved, sources say.
As NATO Faces Irrelevance, Trump Blamed In Brussels For Stoking Existential Crisis In Europe
“For the first time in history, there is an American president who is openly against a united Europe”.
MAGA Economy Is Healthier Than We Thought. Kinda, Sorta, Maybe.
Curb your enthusiasm (assuming you were enthusiastic).
Trump Risks Brutal Market Letdown With Trade Brinksmanship
“We have traded up on such optimism before, only to then be let down”.
PPI Deflation Bites In China, As Industrial Profits Sink Most On Record
Entrenched PPI deflation took a toll on profits for industrial enterprises in China last month,
Why One Bank ‘Remains Resolutely Pessimistic’ About 2020
If they’re right, they will look like geniuses.
Donald Trump Is Cordially Invited To Attend First Public Impeachment Hearing Next Week
Meanwhile, the president pardoned the Thanksgiving turkey.
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