Frankly, the month could have gone worse for local shares.
Category: Markets
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.
Barclays: ‘Our Mini-Bubble Melt-Up Scenario’ Appears To Be Materializing
Thank the “easy soft patch”.
Nomura’s McElligott Explains The ‘Perfect Virtuous Feedback Loop’ As Gamma Gravity Pins Equities
“Intraday movement is squelched”.
Hunting For Free Money In Europe’s ‘Cosmopolitan’ Bond Market
More tales from “this topsy-turvy world”.
Goldman: S&P 500 May Fall 16% If Democrats Sweep 2020 Election
Relax – the base case is that the bull market continues.
First ‘Ultra-Long’ Term Repo Covering Year-End Is Twice Oversubscribed (Cue Alarmists)
Here’s some nuance, for those interested.
All Smiles For Risk Assets In New Week – So Far
A lack of violent protests and some conciliatory language around IP theft is all it takes to keep the good vibes — err — good.
Goldman Sees ‘A Tale Of Two Dollars’ In 2020
Elegance in simplicity.
‘2018’s Experiment Failed Monumentally’: Detox Is Hard
You can kill the patient if you’re not careful.Â
The Rotation Is Dead. Long Live The Rotation.
“Expectations are extremely volatile”.
One Bank Asks: Recession Or Melt-Up?
“Our S&P 500 forecasts have a V-shaped profile”.
MAGA Economy Hanging In There, But Hardly Blowing The Doors Off, November PMIs Show
Not terrible, but not “great” – “again” or otherwise.
Bridgewater Makes Billion-Dollar Bet On Market Drop By March
Everybody panic.
Don’t ‘Cry Wolf Prematurely’: Goldman Delivers Global Growth Outlook, Best Trade Ideas Headed Into 2020
There’s “career risk” involved in making recession the baseline.
Trump May Launch ‘Sweeping’ 301 Trade Probe Against Europe: Reports
The incorrigible ‘tariff man’ won’t be denied.
Xi’s Media Man Lashes Out At ‘Blind’ US Congress, But Stocks Pinned As S&P ‘Chokes On Gamma’
“President Trump needs to sign the bill using braille”.
‘We Are Heading For A Long-Term Future Of Declining Living Standards’: OECD
“The alarm bells are ringing loud and clear.”
Macro Tourist, Bill Dudley Think Carl Icahn May (Eventually) Be Right On Corporate Debt ‘Time Bomb’
“Although I have no idea of the timing, as this cycle continues, I am getting more sympathetic to the idea credit is a time bomb.”
Nothing ‘Big’ On Trade By December 15, But Tariff Escalation Will Be Delayed: Report
It’s worth noting that another delay will only serve to prolong the uncertainty and underscore the farcical nature of this charade.
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