‘Now, Therefore, I, Donald J. Trump’: Draft Of National Emergency Order Leaks, Cites ‘Massive Amount Of Aliens’
“The massive amount of aliens”…
Obligatory ECB Post Alert: Draghi Postmortem
Same story: stark juxtaposition between crashing data and the end of APP.
Elizabeth Warren Sends Letter To Jerome Powell, Asks If Fed Is Flying Blind In Shutdown
“… the shutdown is ‘no longer just a political sideshow, it’s a real recession risk.'”
Michael Cohen Cancels Congressional Testimony Because The President Is Threatening Him, Which Is Totally Normal
Well, America won’t hear from Michael Cohen early next month.
‘Kevin, I’m Not Gonna Buy 2 Sandwiches’: Hassett Admits Shutdown Could Drive Growth To Zero During Ritual Poppy Harlow Evisceration
Don’t go on CNN, Kevin. It never ends well for you.
‘We Need Facts, Not Slogans’: Dimon Makes Solid Case For 2020 White House Bid From Davos
Why not throw your hat in the ring, Jamie?
Meanwhile, In Monetary Policy Neverland
More “positive attitude and conviction”.
What’s The Best Way To Short China?
“Which brings me to my preferred way of expressing this trade.”
Rudy Giuliani ‘Absolutely’ Worries His Tombstone Will Read: ‘He Lied For Trump’
“No, no, no, you’re right.”
IG Credit Potpourri: BBB Apocalypse Update And A Liquidity Check
A lot of ad hoc musings here cobbled together and submitted for your approval.
Dalio In Davos: Ray Delivers Fresh Set Of Possibly Profound Prognostications
“…the next downturn in the economy worries me the most.”
‘We’ve Squeezed The Max Amount Of Blood From The Stone’: Why Nomura’s McElligott Sees A ‘Re-Correction’
“I see scope for Spooz to revisit 2525 level over the next two weeks.”
The Thrill May Be Gone.
The good mood has seemingly worn off.
IMF Yells At Clouds Again, Cuts Global Growth Forecasts Citing Reckless Trade Policies
Somehow, I doubt anyone cares too much about this, but for what it’s worth…
‘Stabilization’? Analysts Weigh In As China’s Economy Slows To Crisis-Era Pace
It would be odd to characterize an uninspiring set of numbers as “Goldilocks”, but…
A Man of Words, A Man of Deeds
“The reason Bogle wasn’t a billionaire wasn’t personal preference”…
Recession Obsession: What Causes Downturns And How Vulnerable Is The US?
“Recession obsession” has become a fixture of markets over the past three months…
Rudy Giuliani Inexplicably Admits Trump, Cohen Discussed Moscow Project Until Eve Of Election
“Yeah. Probably up to, could be up to as far as October, November.”

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