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[Reuters] World stocks at six-month highs on optimism over U.S.-China trade, soft Brexit hopes [Reuters] Oil nears $70, hovers near five-month highs on cuts and sanctions [Reuters] U.S. private sector adds 129,000 jobs in March: ADP [Reuters] U.S. mortgage applications hit highest level since October 2016 [CNBC] US and China are reportedly drawing closer to […]
Stock Market Darlings Uber & Lyft Have Never Made Money… Ever Kudlow Demands 50 Basis Point Interest Cut But Says “Don’t Worry Everything Is Fine” Two Firsts In All Of History: Negative Interest Rates & More People Over 65 Than Under Age 5 The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick STOCKS […]
[AP] Global stocks retain momentum from upbeat economic data [Reuters] Oil rises on Iran sanctions threat, Venezuela shutdown [Reuters] U.S. core capital goods orders slip in February, shipments unchanged [BBC] Brexit: What just happened? [CNBC] Manhattan real estate sales fall for sixth straight quarter — longest losing streak in 30 years [Bloomberg] Trend-Following Quants Taste […]
[Reuters] Shares surge on China’s factory rebound, trade optimism [Reuters] Oil prices push higher as supply worries drive gains [Reuters] U.S. retail sales unexpectedly fall in February [CNBC] China’s factory activity unexpectedly grows in March, a private survey shows [Reuters] China’s factory activity picks up slightly, but Asia broadly weak [Bloomberg] Analysts Downgrade China’s Stocks […]
[Reuters] Fed policymakers do not want rate cuts, not even the doves [Reuters] China March factory activity grows for first time in four months, but exports weak [Reuters] UK’s May risks “total collapse” of government in Brexit impasse – Sunday Times [Reuters] China’s services activity quickens in March: official PMI [Bloomberg] The Bond Market Shuddered. […]
[Reuters] All Brexit options are on the table -UK Conservatives chair [Reuters] U.S. investors seek comfort in flood of data [Reuters] Exclusive: More than 1 million acres of U.S. cropland ravaged by floods [Bloomberg] Brexit Descends Into Name-Calling, as Germany Derides U.K. Elite [Bloomberg] Global Bond-Market Investors Are Getting Really Nervous [Reuters] Exclusive: Trump eyeing […]
From the global Bubble perspective, it was one extraordinary quarter worthy of chronicling in some detail. The “Everything Rally,” indeed. Markets turned even more highly synchronized – across the globe and across asset classes. As the quarter progressed, it seemingly regressed into a contest of speculative excess between so-called “safe haven” sovereign debt and the […]
[Reuters] Global stocks rise on trade optimism, set for best quarter since 2012 [Reuters] Oil prices set for biggest first-quarter gain since 2009 on U.S. sanctions, OPEC cuts [Reuters] U.S. consumer spending barely rises in January [Reuters] U.S., China hold ‘constructive’ trade talks in Beijing [Reuters] Brexit at a crossroads: May puts her deal to […]
