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Author: therealheisenberg
As NATO Faces Irrelevance, Trump Blamed In Brussels For Stoking Existential Crisis In Europe
“For the first time in history, there is an American president who is openly against a united Europe”.
MAGA Economy Is Healthier Than We Thought. Kinda, Sorta, Maybe.
Curb your enthusiasm (assuming you were enthusiastic).
Trump Risks Brutal Market Letdown With Trade Brinksmanship
“We have traded up on such optimism before, only to then be let down”.
PPI Deflation Bites In China, As Industrial Profits Sink Most On Record
Entrenched PPI deflation took a toll on profits for industrial enterprises in China last month,
Why One Bank ‘Remains Resolutely Pessimistic’ About 2020
If they’re right, they will look like geniuses.
Donald Trump Is Cordially Invited To Attend First Public Impeachment Hearing Next Week
Meanwhile, the president pardoned the Thanksgiving turkey.
Barclays: ‘Our Mini-Bubble Melt-Up Scenario’ Appears To Be Materializing
Thank the “easy soft patch”.
Nomura’s McElligott Explains The ‘Perfect Virtuous Feedback Loop’ As Gamma Gravity Pins Equities
“Intraday movement is squelched”.
Kellyanne Conway Accidentally Throws Cold Water On Trade Deal With Errant Fox & Friends Remarks
“He could have had a deal in May”.
Hong Kong Exports Have Now Declined For A Dozen Straight Months. Trump Blamed
Make global financial hubs miserable again!
Trump White House Suffers Serious Legal Setback As Judge Says Don McGahn Must Testify
“DOJ promotes a conception of separation-of-powers principles that gets these constitutional commands exactly backwards”.
Trump, Mnuchin, Barr May Have Iced Halkbank Case At Behest Of Erdogan
The Halkbank case seemingly went cold for five whole months…
Hunting For Free Money In Europe’s ‘Cosmopolitan’ Bond Market
More tales from “this topsy-turvy world”.
Goldman: S&P 500 May Fall 16% If Democrats Sweep 2020 Election
Relax – the base case is that the bull market continues.
First ‘Ultra-Long’ Term Repo Covering Year-End Is Twice Oversubscribed (Cue Alarmists)
Here’s some nuance, for those interested.
Rick Perry: God Hates Humanity So Much, He Chose Donald Trump To ‘Rule Over Us’
“You understand God’s plan for the people who rule and judge over us on this planet”.
All Smiles For Risk Assets In New Week – So Far
A lack of violent protests and some conciliatory language around IP theft is all it takes to keep the good vibes — err — good.
Hong Kong Is Center Of Geopolitical Universe As Hang Seng Turns 50
“Their evil hope is that Hong Kong will go down in chaos”.
Goldman Sees ‘A Tale Of Two Dollars’ In 2020
Elegance in simplicity.
A Subtle Reminder About Republicans, Democrats, The S&P 500 And Deficits
Is it really a Democrat market participants should fear?
‘2018’s Experiment Failed Monumentally’: Detox Is Hard
You can kill the patient if you’re not careful.Â
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