Melt-Up Or Euphoria? A Rose By Any Other Name…
And yet, it doesn’t have to end now.
Trump’s Call With Xi Jinping Wasn’t As Cordial As Friday Tweet Suggests
“Pay close attention to and attach importance to China’s concerns”.
For 1,545 US Steel Workers, MAGA Promise Rings Hollow
“Current market conditions made it imperative that we act now”.
The Two Best Periods Of Optimism In US History Had One Thing In Common: Impeachment
Also, inflation expectations dropped to a record low.
Macro Tourist To Druckenmiller: ‘Sold To You Stanley’
“Instead of fawning all over his market calls, let me highlight where I think he is mistaken”.
Nomura’s Charlie McElligott Delivers 2020 Macro Outlook: ‘My View Is Much More Realistic’
“As a contrarian, consensual group-think views into the year-ahead are often exaggerated”.
Say Goodbye To Mick Mulvaney. He’s A Lame Duck.
“Well-oiled machine”.
Carry On. There Are Stocks To Buy.
Lacking impediments, global stocks summit ever higher peaks.
Don’t Be So ‘Sensitive’: How Much Will The Data Matter For Markets In 2020?
“Data dependent”, so to speak.
In Record-Setting Stock Rally, USMCA, Trump Scores Pyrrhic Victories Amid Impeachment
Now if only Trump could get the “Do Nothing” ISM to cooperate, he’d be in good shape.
This 2s10s Curve Is Still Inverted…
And has been for the better part of two years.
Steve Mnuchin: Other Than Trump Being Impeached, Things Are ‘Terrific’
“Well first of all, it’s great to be here with you”…
McConnell, Schumer Square Off Over Trump’s Senate Trial As Pelosi Plans Next Move
“Is the president so weak than none of the president’s men can defend him under oath?â€
What To Know About The Biggest Chinese Liquidity Injection Since January
It’s worth taking a few minutes to understand the specifics.
Riksbank ‘Sadomonetarists’ Exit Negative Rates To Fanfare
Cue Paul Krugman.
Congrats To Donald Trump On Joining The Highly Exclusive Club Of Impeached US Presidents
The president was impeached while telling a story about invisible stealth fighters to a crowd in Michigan.
Get Ready. ‘Great Rotation II’ Is Coming, JPMorgan Says
A “structural change” is coming.
Trump Paralyzed The WTO’s Appellate Body. Then He Filed An Appeal.
It’s “almost comical”.
Stanley Druckenmiller: ‘This Crazy President Saying We Need Negative Rates Is Most Anti-Capitalist Idea Ever’
“This administration, with wondering about where the hell the next bomb is coming from”…
Stanley Druckenmiller Delivers 2020 Outlook. Here Are Some Charts And Brief Color
“I’m 66, I might be dead by the time it happens”.
Here’s What Usually Happens After The S&P Has A Blockbuster Year
“Objects in motion”…
Markets Adrift As Traders Search For Catalysts Amid Trade Lull
Expect details around the trade deal to remain scant in the near-term.
With Nothing Left To Lose, Rudy Giuliani Goes All-In Amid Investigations, Impeachment
“Just in case you think we’re on defense, we’re not”.
Special Delivery! FedEx Drives Up, Drops Off Box Of God-Awful Numbers. Drives Off.
It’s bad. It’s so bad.
‘A Dramatic Turnaround’: BofA’s December Fund Manager Survey ‘Confirms The Bulls Are Back’
More “FOMO” feeling as recession risk is rapidly priced out.
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