Hong Kong Exports Have Now Declined For A Dozen Straight Months. Trump Blamed
Make global financial hubs miserable again!
Trump White House Suffers Serious Legal Setback As Judge Says Don McGahn Must Testify
“DOJ promotes a conception of separation-of-powers principles that gets these constitutional commands exactly backwards”.
Macro Tourist: Bridgewater Put Headline Is Not What It Seems
“My bet is that Dalio’s Bridgewater is far from bearish on stocks.”
Trump, Mnuchin, Barr May Have Iced Halkbank Case At Behest Of Erdogan
The Halkbank case seemingly went cold for five whole months…
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.
Rick Perry: God Hates Humanity So Much, He Chose Donald Trump To ‘Rule Over Us’
“You understand God’s plan for the people who rule and judge over us on this planet”.
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.
Hong Kong Is Center Of Geopolitical Universe As Hang Seng Turns 50
“Their evil hope is that Hong Kong will go down in chaos”.
Goldman Sees ‘A Tale Of Two Dollars’ In 2020
Elegance in simplicity.
Weekend Color Commentary From The Macro Tourist
Some feedback on the great BBB apocalypse debate and more.
A Subtle Reminder About Republicans, Democrats, The S&P 500 And Deficits
Is it really a Democrat market participants should fear?
‘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”.
Chinese Diplomat Calls US ‘World’s Biggest Destabilizing Factor’ In Scathing Remarks At G20 Ministers Meeting
“There is no way out for the zero-sum games of the United States”.
One Bank Asks: Recession Or Melt-Up?
“Our S&P 500 forecasts have a V-shaped profile”.
On Hong Kong, Trump Irritates Everyone
Have “stable genius” will travel.
Here’s The Problem With Judy Shelton’s Comments On Fed Independence (It’s Not What You Think)
“It’s in some ways healthier”…
MAGA Economy Hanging In There, But Hardly Blowing The Doors Off, November PMIs Show
Not terrible, but not “great” – “again” or otherwise.
‘I Want A Trial. They’re All Shifty Schiffs’: Trump Bombs In Comically Ridiculous Fox & Friends Rant
“If they do put it up because they’re crazy”…
Xi Respectfully Tells Kissinger, Other Visitors To Show Him Some Respect
“We didn’t initiate this trade war and this isn’t something we want”.
Europe’s Economy Flatlines For 3rd Month As Feeble Bounce In German Factory Activity Overshadowed By Services Spillover
“The ongoing decline nevertheless represents the worst spell of demand since mid-2013”.
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