“President Trump said there was no pressure on the call.”
Author: therealheisenberg
‘The Bulls Are Back’: FOMO Takes Center Stage In Fund Manager Survey As Yield Forecasts Ratcheted Higher
“Marking to misery” gives way to “waves of optimism”.
Goldman: ‘The Market Is Moving From TINA To FOMO’
“All-in” on a trade deal and the burgeoning pro-risk rotation?
Trump To Punt Again On EU Car Tariffs As Time Still Not Right To ‘Rid Fifth Avenue of Mercedes’
“The person… cautioned there is always uncertainty” around Trump and tariffs.
In Stark Reversal, Popular Treasury ETF Hemorrhaged Record $1.2 Billion During Bond Rout
At the risk of beating a dead horse…
Congress Wants Trump To Rescind Erdogan Invite
“Now is a particularly inappropriate time for President Erdogan to visit the United States”.
To Believe In The Rotation Or Not To Believe…
…that is the question.
JPM’s Kolanovic, Deutsche Bank’s Sparks Don’t See Rising Yields As A Threat To Stocks – Yet
“The recent sell-off appears far too small to have material and persistent deleterious effects on equity”.
Trump Claims Impeachment Transcripts Are ‘Doctored’, Says GOP Should ‘Put Out Their Own Transcripts’
“Yeah, they’re gonna release the real transcripts”.
China’s Credit Growth Collapses
The engine of global growth and credit creation is stalling.
Things Go From Bad To ‘That Guy’s On Fire’ In Hong Kong, As Stocks Dive Amid Escalating Violence
Suffice to say tensions have escalated materially.
‘No Honor Among Thieves’: Mick Mulvaney Thinks Now Is Good Time To Join Suit Against ‘The Honorable Donald J. Trump’
Another wrinkle in an increasingly absurd soap opera.
Rex Tillerson, John Kelly Tried To ‘Save America’. But Don’t Worry, Nikki Haley Stopped Them
“The president didn’t know what he was doing”, they said.
With All Eyes On Bonds, Trump, Powell Will Both Speak On The Economy This Week
“He believes the United States will go on to exceed even its remarkable achievements of the past”.
As Recession Worries Recede, Investors Jump At Chance To Fret About 2020 Election
79% are some shade of worried.
Trump Casts Further Doubt On Trade Deal, Cites ‘A Lot Of Incorrect Reporting’
“They’re moving along much too slowly for me”.
Earnings Season Shows Corporate America Just Refuses To Roll Over
With nearly 90% of companies reporting, earnings season was better than feared.
One-Percenters Now Control As Much Wealth As Middle-, Upper-Middle Classes Combined
The benefits of this don’t accrue linearly, but rather exponentially.
‘2019 Has Been A Rollercoaster’: Duration ‘Round Trip’ Now Complete, Risk Is Trade Deal Falls Through
This may mean that the market has become too comfortable with the trade outlook.
‘There Was No Doubt’:Â Hill, Vindman Transcripts Describe ‘Sad’, ‘Shocking’, Sordid Ukraine Conspiracy
“There was no ambiguity. There was no doubt.”
Marko Kolanovic On ‘Groupthink’, Crowding And Why The Rotation Will Continue
“Two strategies that in theory should have little to do with each other” have been “nearly 100% correlated” recently.
China Responds: Phase One Deal Without Tariff Rollbacks Is Nonstarter
“What’s certain is that”…
The US Consumer Doesn’t Care About Impeachment – For Now, Anyway
“References to the impact of impeachment on economic prospects were virtually non-existent”.
Trump Figures Stocks Are High Enough Now That He Can Throw Cold Water On Trade Deal
Draw your own conclusions.
Spare A Thought For Gold. This Was A Terrible Week
Yellow doorstops are in the dumpster amid an otherwise stellar 2019.
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