It’s worth taking a few minutes to understand the specifics.
Category: Markets
Riksbank ‘Sadomonetarists’ Exit Negative Rates To Fanfare
Cue Paul Krugman.
Stanley Druckenmiller: ‘This Crazy President Saying We Need Negative Rates Is Most Anti-Capitalist Idea Ever’
“This administration, with wondering about where the hell the next bomb is coming from”…
Stanley Druckenmiller Delivers 2020 Outlook. Here Are Some Charts And Brief Color
“I’m 66, I might be dead by the time it happens”.
Here’s What Usually Happens After The S&P Has A Blockbuster Year
“Objects in motion”…
Markets Adrift As Traders Search For Catalysts Amid Trade Lull
Expect details around the trade deal to remain scant in the near-term.
Special Delivery! FedEx Drives Up, Drops Off Box Of God-Awful Numbers. Drives Off.
It’s bad. It’s so bad.
‘A Dramatic Turnaround’: BofA’s December Fund Manager Survey ‘Confirms The Bulls Are Back’
More “FOMO” feeling as recession risk is rapidly priced out.
Albert Edwards Adds Sellside Bond Yield Forecasts To Benjamin Franklin’s Short List Of Life Certainties
“…the symptoms of a congenital condition so deeply ingrained it will never change”.
So, The Pound Is Plunging. Turns Out A Crash-Out Brexit Is Still In Play
Just another day in geopolitical hell.
Get The Swords, Saudi Aramco Falls For First Time Since IPO
It’s an “exceptional company”.
‘Run-Bull, Run’
“Our policy machinery is going full speed ahead”.
S&P 500 Vs. NIPA: The Great Profit Debate
Another “who you gonna believe?” moment.
‘The Brighter News Needs To Be Caveated’: Decent US PMIs Mask Average Economy
Good. But not “great” (“again” or otherwise).
Nomura’s McElligott Explains The ‘QE-Like Stasis’ Of An ‘Everything Works’ Market
So, is there any risk? Well, yes.
Lots Of Beta, But No Alpha Makes Jack A Dull Boy
A familiar tale, but one worth (briefly) retelling…
Will 2020 Be The Year ‘Politicians’ Implied Vol’ Finally Overwhelms Central Banks?
“…there have been periods during which volatility has returned, but central banks have largely succeeded in beating back the turmoil”.
Mind-Boggling Local Government Debt Dynamics Should Probably Worry China Watchers In 2020
Much like China’s labyrinthine shadow banking complex, this is a laughably (and notoriously) convoluted setup.
The Bull That Just Wouldn’t Die
But, you know what they say about the “best laid plans of mice and men”…
Trade Deal ‘Narrower-Than-Expected’, May Limit Yield Rise In ’19, Goldman Says
“This is a narrower deal than we were expecting”.
China Announces Some Details Of Nine-Chapter ‘Phase One’ Trade Deal With Trump
The phase one deal contains nine chapters.
High Drama, As Fresh Trade Doubts Emerge Amid ‘Radio Silence’, Dispute Over Farm Buys
“This is a delicate situation”.
‘It’s Turning Into A Merry Christmas’: Global Rally Gains Momentum As Macro Risks Recede
It’s Trump’s rally to lose…
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