The bottom line is that Trump has predictably boxed himself in.
Author: therealheisenberg
‘The Worst Is Yet To Come’: As Federal Workers Tap Retirement Funds, Confidence In Economy Collapses
For the GOP, this is an existential crisis.
Meanwhile: Trump’s Current Lawyer Admits Campaign Collusion, Trump’s Old Lawyer Admits Handing Out Cash In Blue Walmart Bags
So many high crimes and misdemeanors, so little time.
Mad Greeks.
“However, a move down through 2575 in SPX”…
Morgan Stanley Delivers Epic Faceplant, FICC Plunges 30%
Juuust a bit outside.
Apple’s Main Chipmaker Delivers Dour Outlook, Underscoring Smartphone Worries, Growth Concerns
In case you needed any more evidence…
‘Good’ Trump Isn’t Coming Back, Get Used To ‘Bad’ Trump, One Bank Warns
“The author does not believe markets will come back to the ‘good’ Trump story anytime soon.”
Marko Kolanovic Explains The ‘Liquidity-Volatility-Flows Feedback Loop’
“… at times of high volatility, the VIX is almost the sole driver of market
liquidity.”
Narrative Check: Brexit, Trump, China Stimulus And An Update On Charlie’s CTA Model
Ok, it’s time for “narrative” check – as it were.
Shutdown Shenanigans: Kevin Hassett Staffer Becomes Uber Driver, IRS Confronts Tax Overhaul With Skeleton Crew
“…[we] found that yeah, the damage is a little bit worse.”
Goldman Beats, Market Happy With Advisory Blowout Despite FICC Fail
Lots to digest here, but it looks like the knee-jerk is to “buy”.
Bank Of America Surges As Market Ignores Latest FICC Miss
Benefit of the doubt?
Kraft Heinz To Rescue Furloughed Workers With Free Mac & Cheese As MAGA Promise Keeps Delivering
“Make people rely on charity mac & cheese again!”
Sophia Don’t Fail Me Now: One Bank Worries ‘Algo Rally’ Will ‘Run Out Of Steam’
Who knows – maybe ask Sophia.
JPMorgan Disappoints: FICC Fail Drives First Profit Miss In 15 Quarters
“Challenging market conditions.”
Surprise: China Tips More Stimulus As Economy Falters
We’ll see what the half-life on this is.
Need Another Excuse To Short The Dollar? CTAs’ Extrapolated Longs Will Do!
Now if only Trump would let the government open…
Ok, Sure! I’ll Take A Look At That Fed MBS Runoff Vs. S&P Returns Note…
Let’s do some math-ing.
Local Geriatric Denies He Works For Russia, Will Serve College Kids ‘Burger Kings’ And ‘Some Pizza’
“I never worked for Russia.”
Nomura’s McElligott Weighs In On China, Stocks And Reflation Skepticism
Predictably, markets start the new week torn.
World Reacts To China’s December Trade Fumble
This will likely get worse before it gets better.
China’s December Trade Data Is, Well, Not Great…
“Juuust a bit outside.”Â
Politics As Usual: Full Week Ahead Preview
Risk on, but for how long?
‘Noise’: One Bank’s Take On US Politics In 2019
The political landscape stateside is a bit fraught right now – maybe you noticed.
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