Stocks And The 2020 Election: 5 Charts And Some Questions
Just some food for thought amid the cacophony.
Armageddon Scenarios, Willful Ignorance And ‘Bond Risk Everywhere’
What could go wrong?
Disaster Strikes: Gordon Sondland Revised Testimony To Include Quid Pro Quo Admission, Called Giuliani ‘Insidious’
Ultimately those were demands, were they not? A: Ultimately, yes.
Kurt Volker To Congress: Biden Did Nothing Wrong In Ukraine, Giuliani Was Warned Allegations, Sources ‘Simply Not Credible’
Q: Rudy Giuliani was the problem? A: The negative narrative about Ukraine which Mr. Giuliani was furthering was the problem.
‘You Admitted It Publicly’: Impeachment Investigators Want To Depose Mick Mulvaney On Friday
“Your statements to the American public on October 17 were nothing less than a televised confession”.
Reflation Narrative Gets Another Boost As ISM Non-Manufacturing Rebounds From Trump-Era Low
All told, the headline beat will likely be enough to bolster the rosy economic story.
As ‘Tantrum’ Risk Comes Calling, Nomura’s McElligott Flags CTA Bond Selling As Legacy Long Unwound
Trade optimism is running rampant and crowded positioning looks set to unwind.
Who Needs An Economy When You’ve Got Stocks? Markets On Fire In Two Recession-Hit Locales
Two recession-ravaged economies are enjoying large rallies in domestic equities.
China Gunning For Meaningful Tariff Relief In Exchange For Deal, Yuan Surges Past 7
A “necessary condition”.
China Cuts MLF Rate In Nod To Sagging Economy
With officials still reluctant to countenance broad-based, “kitchen sink†stimulus, some worry stagflation is imminent.
There’s Nothing To See In Trump’s Tax Returns And To Prove It, He’ll Have Brett Kavanaugh Block You From Seeing Them!
“The constitutional issues are significant”. At least Jay got that part right.
Market In ‘Sweet Spot’ As Trump Said To Consider Removing Some Tariffs Just As Stocks Hit Highs
It’s all going right, just two months on from a growth scare that sent yields to doomsday lows.
Ukraine To Fire Kostiantyn Kulyk, Giuliani Contact And Source For Dubious Columns In The Hill
Why should anyone care about this? Well, it’s quite simple actually.
CNBC, Cooperman Double Down On ‘Pity The Billionaire Curmudgeons’ Strategy To Counter Liz Warren
Frankly, the network’s coverage of Warren now borders on the bizarre.
‘They Had Plans To Do Things, Including To Me’: Marie Yovanovitch Transcript Released And It’s Very Bad
Q: Did you feel threatened? A: Yes.
As Stocks ‘Dance’ To Records, Nomura’s Charlie McElligott Looks Ahead
“Short-term ‘contrarian’ positioning signals be damned”.
Chasing Your Own Tail And ‘Zombies At Dawn’
Price discovery lives – even as zombies make a comeback.
‘Bah! Humbug!’ Not Everyone Is Taking A Glass Half-Full Approach To Markets This Week
“Americans are naturally upbeat people.”
Goldman Declares ‘Tariffs Have Peaked’ As Trade Optimism Runs Wild
“Managing differences on the basis of equality and mutual respect”.
Economy Now More Important Than Ever For Trump As Impeachment Probe Goes Public
“Good” is a relative term.
Trump Now Openly Threatening Witnesses, Says They’ll Be ‘Hell To Pay’ For Whistle-Blower
Just your standard weekend witness intimidation by the leader of the free world.
Here’s Who Will (And Won’t) Be Buying US Debt In 2020
Hint: The Fed is the largest source of demand.
‘Avoid Manafort Like The Plague’, ‘I Briefed Hannity’, And Other Highlights From Mueller’s ‘Secret’ Memos
“Paul is nice guy but can’t let word get out he is advising us”.
The ‘Music Of The Credit Cycle’ Will Keep Playing – Until It Stops
The point of no return…
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