“Extremely difficult times”.
Category: economy
‘China Is Bottoming’ Narrative Gets Another Boost As Caixin PMI Comes In Solid
Still, skepticism abounds.
South Korea Climbs Out Of Deflation – Barely
This looks uninspiring.
‘Stunning’ Gap Between CEO Confidence And Stocks Still Raising Alarm Bells
The combination of tariff angst and “Warren risk” (so to speak) is a helluva psychological burden on the C-suite.
South Korea Exports Post Huge November Drop In Latest Sign Of Global Malaise
Exports have now declined for a dozen consecutive months.
Bob Marley And The ‘Wimpy’ 2020 Rebound Forecast
Upside risk, but in a “highly polarized setting”.
Hooray! China’s Manufacturing Sector Unexpectedly Leaps Back Into Expansion
The market will take it, that’s for sure.
The Macro Tourist Presents: A 10-Sigma Fiscal Policy Event
“President Obama’s reputation as being loose with the purse strings is especially ironic”.
Spotted In Europe: Green Shoots
Just in time to wither and die, probably.
Bank Of Korea Serves Up Another Reminder Of Sluggish Global Economy, Even As Rates Kept On Hold
Just call it another casualty of the trade war.
Albert Edwards To America On Thanksgiving: Japanification Is Right Around The Corner
“But what if the reverse happens?”
MAGA Economy Is Healthier Than We Thought. Kinda, Sorta, Maybe.
Curb your enthusiasm (assuming you were enthusiastic).
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.
Hong Kong Exports Have Now Declined For A Dozen Straight Months. Trump Blamed
Make global financial hubs miserable again!
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.
A Subtle Reminder About Republicans, Democrats, The S&P 500 And Deficits
Is it really a Democrat market participants should fear?
MAGA Economy Hanging In There, But Hardly Blowing The Doors Off, November PMIs Show
Not terrible, but not “great” – “again” or otherwise.
Europe’s Economy Flatlines For 3rd Month As Feeble Bounce In German Factory Activity Overshadowed By Services Spillover
“The ongoing decline nevertheless represents the worst spell of demand since mid-2013”.
Don’t ‘Cry Wolf Prematurely’: Goldman Delivers Global Growth Outlook, Best Trade Ideas Headed Into 2020
There’s “career risk” involved in making recession the baseline.
‘We Are Heading For A Long-Term Future Of Declining Living Standards’: OECD
“The alarm bells are ringing loud and clear.”
And Now, For Another Dismal, Depressing, Dreary Projection Out Of Germany…
The accompanying report is all kinds of foreboding.
‘This Would Very Likely Mark The End Of The Expansion’: Some Trouble With The Curve
The read-through for corporate profits is clear – and somewhat dour.
Dear Peasantry: Give Trump Back The House And He’ll Give You ‘Very Major Middle Income Tax Cut’
“That’ll be subject to taking over the House”.
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