Call it a hunch…
Category: economy
Rich People, Republicans Much Happier Now That Stocks Are Back At Records
“Nearly all of the early December gain was among upper income households”.
Blockbuster November Jobs Report Bolsters Case For Prolonged US Expansion
This should put to bed the recession calls – at least for a month.
So, Germany Just Reported The Biggest Plunge In Industrial Output In A Decade
If it’s always darkest before dawn, this is great news.
One Year Ago, Ajay Kapur Told Central Banks To Wake Up. Here Are His 4 Key Questions For 2020
Last year, “the two most asked questions were also the most misleading, from the point of making money”.
Storm Clouds Over German Industry Stubbornly Refuse To Clear
Another day, another dour data point.
Japan To Roll Out Stimulus Package Totaling 26 Trillion Yen
It may fall flat. We’ll see.
ISM Services Isn’t ‘Great’ – ‘Again’ Or Otherwise
Maybe this is enough to get a dovish lean out of the Fed.
ADP Is Out-And-Out Whiff, Prints Worst Since May
“The job market is losing its shine”.
As Hong Kong Unveils New Stimulus, Wicked PMI Plunge Portends Q4 GDP Disaster
“…unless December brings a dramatic recovery”.
ISM Miss Is Bitter Pill For Optimists. Suggests US Manufacturing Slump Is Entrenched
“Global trade remains the most significant cross-industry issue”.
Have A Look At This Spectacularly Bad Drop In Retail Sales Courtesy Of Hong Kong Chaos
“Extremely difficult times”.
‘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,
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