2019’s Dominant Trends Reverse In Year-End Shuffle
Don’t read too much into it.
China PMIs Show More Signs Of Tentative Stabilization As Factory Activity Expands For Second Month
Hardly a blowout, but it’ll do.
‘We Didn’t Know Why Rudy Was Involved’: Giuliani, Lev Parnas Participated In Effort To Ease Maduro From Power In Venezuela
Disconcerting and manifestly insane.
America At 400: 1619-2019
“America has turned its back on some of its best achievements, and never showed the courage (or desire) to completely distance itself from some of the worst practices of its past”.
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.
Hong Kong’s Exports Fall 13th Straight Month As Nightmare Year Winds Down
“As we walk through 2019, whether we are carrying fear, anxiety, anger, or confusion, we can choose to embrace the future with hope”.
‘This Is Not As Radical As It Sounds’: Crucial Considerations At The Policy Crossroads
“The simplicity of this approach underscores an important point”…
Out With The Dissenters! Fed Voter Rotation Removes Hawks
2020 represents a unique challenge thanks to Trump’s public criticism of monetary policy.Â
Subjecting One Bank’s ‘Peak Globalization’ Thesis To Olson’s Theory
“The 1981-2016 era of unchecked flow of goods, people and capital is coming to an end”…
Will Printing Press-Financed Stimulus Break The Back Of The Four-Decade Bond Bull?
Don’t fight the fiscal?
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”.
Elizabeth Warren Asks For Donations As Fundraising Falls 30%, CNBC Super Duper Excited
If you “call now” (so to speak), she’ll send you a “Tax the Ultra-Rich†sticker.
He’s No Janet Yellen, But For Now, ‘Straight-Up Bliss’
But, and there’s always a “but”…
China Cuts Off American Writers, Publishers From World’s Second-Largest Book Market
“…publishing industry insiders describe a near freeze of regulatory approvals”.
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….
‘I Wish I Could Make Lasagna’: Meet Anne Lee, Trump Voter And Struggling Farmer
“We’re supposed to be feeding the world, and we can’t even put food on our own table”.
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?
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