Gasp!
Author: therealheisenberg
Trump May Launch ‘Sweeping’ 301 Trade Probe Against Europe: Reports
The incorrigible ‘tariff man’ won’t be denied.
Xi’s Media Man Lashes Out At ‘Blind’ US Congress, But Stocks Pinned As S&P ‘Chokes On Gamma’
“President Trump needs to sign the bill using braille”.
‘We Are Heading For A Long-Term Future Of Declining Living Standards’: OECD
“The alarm bells are ringing loud and clear.”
Fiona Hill Blasts House GOP In Opening Statement For Pushing ‘Fictional Narrative Of The Russian Security Services’
“Based on questions and statements I have heard, some of you on this committee appear to believe”…
Nothing ‘Big’ On Trade By December 15, But Tariff Escalation Will Be Delayed: Report
It’s worth noting that another delay will only serve to prolong the uncertainty and underscore the farcical nature of this charade.
‘Strong Call For Unity’ Made At Mario Draghi’s Final ECB Meeting After Contentious September Showdown
“It was regarded as important to form a consensus and to unite”.
‘In The Foothills Of A Cold War’: Stocks Gyrate On ‘Cautious Optimism’, ‘Confusion’ Around US-China Trade
Henry Kissinger “hopes” things don’t get worse.
Trump To Risk Standoff With Xi, Will Sign Hong Kong Bill: Reports
“The ratings will be tremendous”.
This Is What Counts As ‘Fireworks’ In An Otherwise Tranquil Market
This sounds like a trivial statement (and it is), but…
Fed Policy ‘Well Calibrated’ After October Rate Cut, FOMC Minutes Show
Downside risks are still elevated, though.
Despair! US-China Trade Deal May Get Pushed To 2020, Sources Say
Somebody get Larry Kudlow on the phone.
Trump Barely Knows Gordon Sondland, Who Gave Him $1 Million
In September, Gordon was a “highly respected” man.
‘Was There A Quid Pro Quo? Yes’: Gordon Sondland Throws Trump, Giuliani, Pompeo Under Bus In Stunning Opening Statement
“I followed the directions of the President. Everyone was in the loop. It was no secret.”
S&P 5,300, Bear Market ‘Signposts’ And The Persistence Of The ‘Exceptional’
“Stimulus unwind [is] especially tricky”.
And Now, For A Geopolitical Reality Check…
Risk aversion runs rampant as Hong Kong bill hits sentiment.
China Cuts Loan Prime Rate, Rounding Out November Mini-Easing Push
“We should just expect the PBoC to keep adopting this combination in the future”.
Senate Passes Hong Kong Bill, Risking Backlash From China Amid Tense Trade Talks
It’s not yet clear how Trump will react.
Yes, The S&P 500 Is Exposed To Liquidity Risk
And passive investing plays a role.
Markets Get Clearest Picture Yet Of Tariff Relief Plan – And It’s Still Pretty Darn Murky
It’s still wholly convoluted.
‘In Russia, This Would Surely Cost Me My Life’: Vindman, Williams Undeterred By Threats In Key Impeachment Testimony
“My simple act of appearing here today would not be tolerated in many places”.
‘What If Yields Rose By 100bp?’ Questions Linger Around Bursting Of Bond Beta Bubble
How dramatic would the unwind be?
Here’s What’s Behind The ‘Relentless Bid For Stocks’
All of this is playing out against a backdrop defined by a (rare) dearth of news flow…
Here’s How Much GDP Growth The US And China Have Torched In The Trade War So Far
Only the dead have seen the end of war.
And Now, For Another Dismal, Depressing, Dreary Projection Out Of Germany…
The accompanying report is all kinds of foreboding.
The World According To Charlie: Nomura’s McElligott On Macro, Markets And Gamma As The Most Powerful Flow In The Universe
“I view the world from the lens of volatility.”
You must be logged in to post a comment.