“I don’t watch the stock market”.
Category: Markets
Nomura’s McElligott Warns: ‘We’re Nearing Gamma Flip Risk In SPX’
Dry kindling, meet struck match.
SocGen Finds ‘The Most Depressing Chart Ever!’
“I find this depressing.”
Tariff Man Crashes Stock Party On First Trading Day Of December
How many Dow points will it take to convince Trump to dial it back?
‘Blue Sky’, ‘Ugly’ Or ‘Armageddon’: 3 Paths For The Emancipation Trade
“Everything we know about financial markets”…
Europe’s Very Bad Day Comes Courtesy Of Perfect Storm
Such are the tragic ironies…
ISM Miss Is Bitter Pill For Optimists. Suggests US Manufacturing Slump Is Entrenched
“Global trade remains the most significant cross-industry issue”.
Another Oversubscribed Term Repo Stokes More Year-End Liquidity Crunch Fears
Are “supersized” bill purchases in the offing?
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”.
Risk Parity As The ‘Real Winner’ Of 2019 (And A Snapshot Of One Bank’s 2020 Asset Allocation)
Oh, and they’re still OW cash.
Hooray! China’s Manufacturing Sector Unexpectedly Leaps Back Into Expansion
The market will take it, that’s for sure.
Beyond The ‘Bull Market In Everything’
If everything is overvalued, where can you turn for safety in a pinch?
As Gold Closes Out Bad Month, Someone Bets On $4,000 By 2021
All is hardly lost for carefully-polished doorstops.
Trump Is Winning The Financial Asset War With China. Time For Another Escalation?
After all, we’re “playing with the house’s money”.
‘There’s No Obvious Trigger’: Hong Kong Shares Dive In Last Day Of Eventful Month
Frankly, the month could have gone worse for local shares.
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).
Why One Bank ‘Remains Resolutely Pessimistic’ About 2020
If they’re right, they will look like geniuses.
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