You can’t paper over anarchy with fiscal measures.Â
Author: therealheisenberg
Trump Takes Tax Fight To Supreme Court
Perhaps the real question in all of this…
‘This Isn’t Whatever-It-Takes’: Analyst Who Called Funding Squeeze Not Blown Away By Fed’s Longer-Term Repos
“We’re prepared to continue to learn and adjust”.
Even In A ‘Mild-Recession Scenario’, Buybacks Will Provide Plunge Protection For The S&P
“Still double the long-term average”.
2nd US Official Heard Key Trump-Sondland Call; Pelosi Says Trump Makes Nixon Look Good
“I know nothing about that”.
After The (Duration) Purge…
Cue a backtest.
Erdogan, Lindsey Graham Got Into ‘Heated’ Argument In Oval Office Over iPad Video
“Well, do you want me to go get the Kurds to make one about you?”
Germany Just Dodged A Recession. And That Means You Can Kiss Your Fiscal Stimulus Hopes Goodbye
The “black zero” fiscal policy is likely to hold.
China’s October Activity Data Misses Across The Board, While Japan’s Economy Decelerates Sharply
More uninspiring (and unwelcome) data to undermine the optimism.
Is The Min Vol Bubble Bursting?
It’s now just a matter whether the bubble merely deflates, or actually bursts in earnest.
Only ‘Friendly’ Questions Were Allowed At Trump, Erdogan Press Conference
“I hear it’s a joke”.
US-China Trade Talks Hit Pothole Over Purportedly ‘Easy’ Farm Purchases
Everyone knew it was coming…
Bill Taylor Reveals New Information In First Day Of Public Impeachment Hearings
“President Trump cares more about the investigations of Biden”.
$574 Billion In AUM Pretty Sure Stocks Will Outperform Everything In 2020
That FOMO feeling again.
Nomura’s McElligott: ‘Now Comes The Hard Part’
“The easy money has been made”.
Jerome Powell Takes A ‘First, Do No Harm’ Approach In Prepared Remarks To Congress
Careful! Don’t break anything.
Mixed CPI Report Leaves Powell With Blank Canvas In Congressional Hearings
That could be good or bad.
‘Sudden Selloff’ Not Likely, But ‘Hedging Is Still Timely’, Goldman Says
“Monitoring conditions”…
Of Kiwis And Protesters
A “most critical juncture”.
Trump Wants To Fire Intel Inspector General For Doing Too Much Inspector Generalling
“To think, I signed the Whistleblower Protection Act!”
Trump Has Larry Kudlow Working On Plan To Cut ‘Middle Class’ Tax Rate To 15%: Report
A “simple tax message” he can campaign on.Â
Trump Administration Threatens To Veto WTO Budget, In Potentially Serious Escalation
According to people present at a regular meeting of the organization’s budget committee…
‘Gimmie Some Of That’: Trump Says ‘Smart People’ Clap For Negative Interest Rates
“I want some of that money”.
Jay Powell’s ‘Good Place’ Monetary Policy Sets Up Election Year Clash With White House
“Others are running circles around them and laughing all the way to the bank”.
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