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.”
France Threatens Retaliation To Proposed US Tariffs; Trump Says Nobody Taxes His Tech But Him
“It’s not the behavior we expect from the US toward one of its main allies”.
Trump Fans Flames, Says May Wait Until Election Is Over For China Deal
“I have no deadline”.
Trump Finds France Guilty In Digital Tax Probe, Plans Tariffs On $2.4 Billion Of Wine, Makeup, ‘Reptile Leather’
Cheese, pedicure preparations, makeup and, of course, handbags.
Macro Tourist: ‘Bond Market Surprises Will Be On The Dark Side’
“Don’t overthink it.”
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”…
Here Comes Xi’s Long-Rumored ‘Unreliable Entities List’
If there were a dictionary entry for “unreliable entity 
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”.
‘They Should Pay The Price’: China’s Hua Chunying Announces Sanctions On US NGOs For Hong Kong Bill
“They shoulder some responsibility for the chaos”.
‘Tariff Man’ Returns: Trump Risks Selloff With Attacks On Brazil, Argentina
“Lower Rates & Loosen – Fed!”
‘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.
Danger! Chinese Media Says Scrapping December Tariffs Not Good Enough For ‘Phase One’ Trade Deal
“Sources in Beijing informed the Global Times”…
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”.
In ‘Major Expansion Of Export Controls’, US May Close Huawei Loopholes Exploited By Intel, Micron, Xilinx
The move “would be poorly received by US allies and US companies”.
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.
‘Cordial Pushback’: Weekend Color From The Macro Tourist
“You might even call some of it helpful”.
Trump To Be Accused Of Seeking Foreign Influence In US Elections, ‘Unprecedented Obstruction’
As of Saturday, it still wasn’t clear what Trump’s strategy is.
You must be logged in to post a comment.