It’s worth adding a generic caveat…
Author: therealheisenberg
All’s Well That Ends In A Blistering Jobs Rally
Frankly, this was an unnerving week, payrolls aside.
Here’s What Larry Kudlow Told The Market About Jobs And Trade On Friday
“[Trump is a] tough, canny, wily negotiator”.
People Like Jim Cramer Are Why The American Dream Is Dead For Everyday People
By all means, be greedy. Be selfish. But…
Rich People, Republicans Much Happier Now That Stocks Are Back At Records
“Nearly all of the early December gain was among upper income households”.
Blockbuster November Jobs Report Bolsters Case For Prolonged US Expansion
This should put to bed the recession calls – at least for a month.
So, Germany Just Reported The Biggest Plunge In Industrial Output In A Decade
If it’s always darkest before dawn, this is great news.
China Is Processing Tariff Waiver Applications. Hopefully, That’s Good News
The signaling effect is ostensibly positive.
2019’s Cross-Asset Bonanza Is Tough Act To Follow
But don’t be so quick to suggest things will be “unexciting”.
One Year Ago, Ajay Kapur Told Central Banks To Wake Up. Here Are His 4 Key Questions For 2020
Last year, “the two most asked questions were also the most misleading, from the point of making money”.
Shady Global Cartel Meets With Russian Conspirators In Vienna To Collude On World’s Most Financialized Commodity
Back-stabbing is part of cartel life, don’t ya know?
It’s Over For Trump In The House: Pelosi Says Dems To Draft Impeachment Articles
“Sadly, but with confidence and humility”…
Gamma ‘Close To The Cliff’, Raising Risk Of ‘Asymmetric Move Higher In Volatility’
Mind the gravitational field.
Storm Clouds Over German Industry Stubbornly Refuse To Clear
Another day, another dour data point.
‘Nobody Move, Nobody Get Hurt’: Trade Talk Stalemate Sets In Ahead Of Deadline
And a relative calm sets in over Chinese markets.
Japan To Roll Out Stimulus Package Totaling 26 Trillion Yen
It may fall flat. We’ll see.
Scholars Say Trump’s Actions Are Impeachable. Here’s A Common Sense Take On The First House Judiciary Hearing
“While the president can name his son Barron, he can’t make him a baron”.
For Volatility, 2019 Is No 2017. But 2021 May Be
Looking back at history, it generally takes around two years for those feedback loops to fully manifest themselves.
As Trade Talks Hang By A Thread, A Soybean Problem Emerges
This is pretty simple, really.
ISM Services Isn’t ‘Great’ – ‘Again’ Or Otherwise
Maybe this is enough to get a dovish lean out of the Fed.
ADP Is Out-And-Out Whiff, Prints Worst Since May
“The job market is losing its shine”.
As Hong Kong Unveils New Stimulus, Wicked PMI Plunge Portends Q4 GDP Disaster
“…unless December brings a dramatic recovery”.
In Latest Escalation, ‘Odious’ House Passes Xinjiang Bill Mandating Sanctions On Chinese Officials
“We are long past the point when this should have been done”.
One Of Wall Street’s Biggest Bulls Is Cautious On 2020. Here’s Why
It’s not bearish, but it’s not sanguine either.
Trump On Thin Ice With Traders As US Stocks Sink Third Day
“I don’t watch the stock market”.
Impeachment Report: Trump Solicited Interference In US Elections, Intimidated Witnesses, Endangered National Security
“The President’s scheme was exposed”.
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