“Residents of Imam Khomeini port city heard the sound of a missile being fired on Friday morning”.
Author: therealheisenberg
China’s Yuan Rides Hot Streak Amid Trade Optimism. Exports Stabilize, But Imports, Car Sales Slide
There’s good news and bad news.
‘Yellow Brick Road’ Or ‘Rabbit Hole’? Bonds In ‘No Man’s Land’
So, which is it going to be?
Trump Wanted Nothing Less Than Zelensky To Say ‘Investigations’, ‘Biden’ And ‘Clinton’, George Kent Told Congress
Giuliani’s “allegations against former Ambassador Yovanovitch were without basis, untrue, period”.
Someone Who Is Almost Surely Peter Navarro ‘Fiercely’ Opposes Lifting Tariffs On China
You can always count on Peter…
3-Sigma Bond Rout Sees Yields Erase August Plunge, While Front-End Prices Out Trump’s Rate Cut Hopes
Rampant optimism is now reinforcing the Fed’s message that rate cuts are done.
Albert Edwards Asks: ‘Warren, Sanders or Trump What’s The Difference?’
“Christie’s US recently sold two pairs of late 1990s tortoiseshell sunglasses for $2,750”.
Stocks Are Levitating, But Nomura’s McElligott Says Backtest Shows Potential For Pullback Amid Options ‘Extremes’
The longer we linger ‘up here’…
Split BOE Decision Wrong-Foots Markets, 2020 Rate Cut Now Seen Likely
“They’re closer to cutting rates than we think”.
Tariff Rollbacks Imminent, China Says. US Confirms
It would be the first time the Trump administration has removed duties since the beginning of the trade war.
Bill Barr Turned Down Trump Request For News Conference Exonerating President In Ukraine Call
Bill should ask Jeff Sessions what happens if you don’t do Trump a favor when asked.
Bill Taylor’s ‘Clear Understanding’ Was That Trump Tried To Extort Ukraine. He’ll Tell You About It On TV Next Week
Taylor, a West Point graduate and Vietnam veteran, will testify publicly, on television, next week.
Happy Times And ‘Manna From The Printing Press Heaven’
“The wealth effect on global plutonomists will be massive”.
Marco Rubio’s China Pension Ban Will Save You From Accidentally Becoming A Communist Financier
“Today makes clear that a bipartisan, bicameral coalition in Congress will not sit on the sidelines”.
‘A Weak Start To Q4’: JPMorgan Global PMI Prints Lowest Since February 2016, Employment Dives Into Contraction
“…the pace of job losses at manufacturers was the joint-fastest for over a decade”.
Iran Now ‘Harassing’ IAEA Inspectors As Mountain Nuke Facility Reactivated
“We know how sensitive they are to the Fordow facility”.
For Germany, Light At End Of Tunnel Still Just A Faint Glimmer
Far from out of the woods.
Stocks And The 2020 Election: 5 Charts And Some Questions
Just some food for thought amid the cacophony.
Armageddon Scenarios, Willful Ignorance And ‘Bond Risk Everywhere’
What could go wrong?
Disaster Strikes: Gordon Sondland Revised Testimony To Include Quid Pro Quo Admission, Called Giuliani ‘Insidious’
Ultimately those were demands, were they not? A: Ultimately, yes.
Kurt Volker To Congress: Biden Did Nothing Wrong In Ukraine, Giuliani Was Warned Allegations, Sources ‘Simply Not Credible’
Q: Rudy Giuliani was the problem? A: The negative narrative about Ukraine which Mr. Giuliani was furthering was the problem.
‘You Admitted It Publicly’: Impeachment Investigators Want To Depose Mick Mulvaney On Friday
“Your statements to the American public on October 17 were nothing less than a televised confession”.
Reflation Narrative Gets Another Boost As ISM Non-Manufacturing Rebounds From Trump-Era Low
All told, the headline beat will likely be enough to bolster the rosy economic story.
As ‘Tantrum’ Risk Comes Calling, Nomura’s McElligott Flags CTA Bond Selling As Legacy Long Unwound
Trade optimism is running rampant and crowded positioning looks set to unwind.
Who Needs An Economy When You’ve Got Stocks? Markets On Fire In Two Recession-Hit Locales
Two recession-ravaged economies are enjoying large rallies in domestic equities.
You must be logged in to post a comment.