But, you know what they say about the “best laid plans of mice and men”…
Category: Markets
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…
China Deal ‘In Principle’ Turbocharges Stocks, Sends Bonds Tumbling
High drama, as General Trump engages in all-day brinksmanship before signing off on the deal.
Christine Lagarde Is A ‘Wise Owl’, Isn’t Sure Who (Or What) You Are.
A decent debut, complete with a memorable quote.
China Deal All But Done. Trump Says ‘VERY’ Close, Dow Jones Tips Tariff Rollbacks
“They want it and so do we!”
Aramco Touches A ‘Princely’ $2 Trillion Valuation, But Skeptics Abound
Ultimately, there’s no escaping the fact that the behemoth is a money printing machine.
Lagarde Era Begins At ECB
Stepping out of the shadow.
Fed Stands Pat In First Unanimous Decision Since May; Dots Show Policy On Hold Through 2020
“…policy is appropriate”.
‘Perspective Is Not A Static Concept’: Kocic Delivers 2020 Vol. Outlook And It Is Quite Something
“A consequence of our reaction to the underlying informational overload”.
Limit-Up Debut For Saudi Aramco Gets Crown Prince Closer To ‘Magic’ $2 Trillion Mark
A laughably overwrought ceremony at the Fairmont in Riyadh featured green lasers…
The Case For Gold, According To Goldman
From central banks to MMT and back again.
Nomura’s McElligott On A Possible ‘Impulse Gap Higher’
“The market has [a lot of] protection which will get sold”.
December Tariffs Seen Delayed, But Mercurial Trump Is Wildcard
It’s worth noting that there is no real “consensus†(per se) on what a delay without an interim deal would mean for markets.
Last Week, One Bank Found ‘The Most Depressing Chart Ever!’ Here’s A Followup
The problem: You’ve got to be willing to “take on liquidity risk”.
Marko Kolanovic Delivers 2020 Outlook, Sees Higher Stocks, Better Macro
“At the depth of the market selloff last December, we set a controversial S&P 500 price target of 3,100 for 2019”.
What Are The Odds Of A Bear Market? Goldman Drills Down
The good, the bad, the bearish and the bullish.
Make It 3 Out Of 3 On Oversubscribed Repos Covering Year-End Turn
One almost gets the sense that people will be disappointed if there aren’t any fireworks.
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.
FX Trading Is ‘Increasingly Complex And Fragmented’, And Volatility Is Near Record Lows. What Could Go Wrong?
“The current market configuration has emerged largely during a prolonged period of low volatility”.
No Pain On Wall Street, Main Street? No Gain In Quest To End Trade War, History Shows
It would be both correct and incorrect to say the week ahead will be all about trade.
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