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Category: economy
Japan, South Korea Flash Point Still Menaces Global Economy As 2019 Melts Into 2020
“Our relationship is one that cannot be made distant”.
Potpourri! 9% Premiums, Weak Business Investment And Undersubscribed Repos
Here are some notables that may fly under the radar.
Global Economy Gets Ostensibly Positive News In China Tariff Headlines, South Korea Export Numbers
All obligatory caveats aside…
For 1,545 US Steel Workers, MAGA Promise Rings Hollow
“Current market conditions made it imperative that we act now”.
The Two Best Periods Of Optimism In US History Had One Thing In Common: Impeachment
Also, inflation expectations dropped to a record low.
Don’t Be So ‘Sensitive’: How Much Will The Data Matter For Markets In 2020?
“Data dependent”, so to speak.
Stanley Druckenmiller Delivers 2020 Outlook. Here Are Some Charts And Brief Color
“I’m 66, I might be dead by the time it happens”.
Markets Adrift As Traders Search For Catalysts Amid Trade Lull
Expect details around the trade deal to remain scant in the near-term.
China Is Still Handing Out Billions In Subsidies To Corporations. And No US President Is Going To Stop Them.
“The Communist Party leadership draws its authority from the distribution of wealth”.
‘The Brighter News Needs To Be Caveated’: Decent US PMIs Mask Average Economy
Good. But not “great” (“again” or otherwise).
Ghastly UK PMIs Underscore Precarity Of Post-Election Economic Outlook
“December’s PMI survey sadly lacked festive cheer”.
Germany Can’t Catch A Break As Manufacturing Slump Refuses To Abate
“A weak end to a difficult year for the German economy”.
China’s November Activity Data Comes In Strong As Industrial Output Rebounds
This may add to the positive trade vibes.
Stuart Sparks Details The Ultimate In Ironic, Tragicomedic Fed Outcomes For 2020
“Note that this is not a forecast of recession”…
The Bull That Just Wouldn’t Die
But, you know what they say about the “best laid plans of mice and men”…
Retail Sales Miss ‘Bigly’ For November, Despite Equity Rally
It’s unlikely to get much attention, but maybe it should.
So, Business Debt Just Exceeded Household Debt For The First Time In 28 Years
Draw your own conclusions.
CPI Is Solid, But Subdued Core Helps Make Case For Accommodation
Unlikely to move the needle.
Who’s Afraid Of Exploding Pork Prices? China Inflation Surge Makes For Good Headlines, Don’t It?
The PBoC claims it has a handle on this, and maybe it does.
China Enjoys Rebound In Credit Growth After October Collapse
Fingers crossed.
‘This Is The Worst On Record’: Hong Kong Faces Retail Apocalypse, Survey Says
“Even if it stabilizes, it will be a long road before Hong Kong rebuilds its international reputation”.
Monday ‘Green Shoots’ As Germany, Japan Deliver Upside Surprises On Key Data
Still, nobody should get too excited.
World’s Biggest Auto Market Extends Historic Slump As China Car Sales Fall 17 Months Out Of 18
To call this “unprecedented” would be to grossly understate the case.
China’s November Trade Data Is In. Exports Disappointed
November’s trade data is something of a mixed bag, but on balance…
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