Now if only markets cared about this…
Author: therealheisenberg
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.
The BIS Explains ‘Highly Unusual’ September Repo Chaos
“The mid-September tensions in the US dollar market for repurchase agreements (repos) were highly unusual”.
Rudy Giuliani, Trump Push Limits Of America’s Collective Sanity
“He’s going to make a report”.
China’s November Trade Data Is In. Exports Disappointed
November’s trade data is something of a mixed bag, but on balance…
Why Subadra Rajappa Sees US Treasury Yields Falling To 1.2%
… and the Fed delivering 100bp of easing in the first half of 2020.
Goldman’s Macro Model Did A Decent Job Predicting Volatility In 2019. Here’s What It Says For 2020
It’s worth adding a generic caveat…
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.
You must be logged in to post a comment.