Kweichow Moutai may be a harbinger, but it matters not on Thursday.
Category: Markets
Mohamed El-Erian Is Worried. Here’s Why…
“Improvement” may be such a relative term right now as to be nearly meaningless.Â
Requiem For A Dreamy 2019
Happy new year.
China Delivers Promised RRR Cut, Releasing 800 Billion Yuan In Liquidity
Expect more where this came from in 2020.
How Bad Would It Have Been Without The Xanax?
We may never know.
What’s Better Than Buying An Index Fund? Buying Index Stocks, That’s What.
This is pretty simple, really.
2019’s Dominant Trends Reverse In Year-End Shuffle
Don’t read too much into it.
2 Things: Soy And Gold
It’s too late for some Trump voters in farm country, though.
Lukewarm Data Belies Top 10 Year For S&P
As for what’s in store…
Pensions Go ‘Exploring’ In Exciting World Of Opaque, Illiquid Private Credit
Maybe “spelunking” is better.
‘The World’s A Nicer Place When The Dollar’s On The Back Foot’
A lack of news makes positioning-inspired dollar drop the story du jour.
Out With The Dissenters! Fed Voter Rotation Removes Hawks
2020 represents a unique challenge thanks to Trump’s public criticism of monetary policy.Â
Prophesying Profits.
Obviously, the risk here is that stocks have it wrong.
The Market Is Usually Wrong About The Fed. But What About The Economy?
“…the market is almost always wrong about what the Fed will do”.
He’s No Janet Yellen, But For Now, ‘Straight-Up Bliss’
But, and there’s always a “but”…
Is ‘King Dollar’ Finally Rolling Over?
Trump sure hopes so.
Gamma Gravity, Reversals And Reflation Fascination: Summarizing Holiday Musings From Nomura’s McElligott
Recapping key talking points….
Up, Up And Away: Holiday Melt-Up Proceeds Apace
In these ebullient times, let us not forget the proverbial reason for the season.
China’s Industrial Profits Stage Sharp Rebound After Worst Plunge On Record
This should allay some fears – and we emphasize “some”.
Chupacabra.
Of Bigfoot, Bat Boy and other tall tales.
Blue-Chip Corporate Bonds Just Had The Best Year In A Decade. Now What About 2020?
“There’s only one game in town”, but is it a good game?
2019 Was The 9th Smoothest Year In History For US Equities (By One Measure, At Least)
And while we’re at it, let’s talk about gold.
As Tewoo Default Fires Up Doomsday Crowd, China To Roll Out SOE Reform
“World-class companies”.
From Turkey To China To Japan, Global Equities Buoyant In Holiday-Thinned Trade
Everywhere you turn, something’s higher.
As Defaults Soar, China Promises World’s Second-Largest Bond Market Won’t Be Nightmare For Creditors
It’s impossible to fathom what a true default cycle might look like in China.
Yen, Pound See Wild Swings Amid Lack Of Adult Supervision
“Nobody is trading now”.
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