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Recent Posts
Meta
Tax Reform At Risk After Trump’s ‘Bama Facial?
We think the probability is much higher than markets have priced.
Susan Collins and Rand Paul are now waffling on their tax reform vote. Lots of flaws in the bill need to be fixed as haste makes waste.
Hard to predict how many other Republicans begin to distance themselves from the president and his “let them eat cake” tax reform policy as the crimson tide blowback rises around the White House.
The big question is a crimson tide coming to the markets?
Not sure, but given the extreme valuations and sentiment, coupled with the global interest rate hikes that are coming next year, would not bet against it.
Sweet home Alabama
Where the skies are so blue
Sweet home Alabama
Lord, I’m coming home to you
Week In Review – Data Only
Posted in Uncategorized, Week in Review
Tagged bonds, Commodity, Currency, Performance, Risk Indicators, Stocks, Week in Review
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IMF calls for China banks to boost capital buffers – FT
The IMF has called on China’s banks to strengthen their capital buffers beyond global rule requirements in order to fortify themselves against the risk of an economic shock.
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Global Risk Monitor – December 8
Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodities, Currencies, Global equity markets, Performance, Stocks
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BlackRock Says Inflation Can Lift 10-Year Rate – Bloomberg
Bloomberg TV Markets and Finance
Dec.08 — Rick Rieder, global fixed income chief investment officer at BlackRock, examines the yield curve and how it impacts his 2018 investment strategy. He speaks with Bloomberg’s Jonathan Ferro on “Bloomberg Markets: The Open.”
Did He Really Say That?
Geeezo Christopher Columbus! What a bitch slap directly to the face of “the deplorables.” The tax reform bill is rapidly setting up the potential for some major political blowback. Vive les élites!
I think not having the estate tax recognizes the people that are investing,” … “As opposed to those that are just spending every darn penny they have, whether it’s on booze or women or movies.” – Sen. Charles E. Grassley (R-Iowa)
