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Cory’s Chart Corner
Load MoreHeadline chasing algos need to do deeper dives...
h/t @hussmanjp
y'all realize the UK is only about 3% of U.S. trade, the U.S. already runs a surplus there, and the 10% U.S. tariffs will stay, right?
keep in mind that studies indicate U.S. consumers shoulder the majority of tariff incidence, with minor incidence to foreign countries
Monthly Archives: December 2023
China offers warning on euphoric asset prices elsewhere
China’s economy is struggling through a multi-year downturn in the property market, a slump in manufacturing activity and falling exports. Other countries and markets should take note. A triple whammy of falling real estate and stock prices amid credit defaults … Continue reading
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The equity bear market is likely only started
Asset markets leapt last week as the US Fed (and Bank of Canada) held monetary policy unchanged for the 5th consecutive month, having hiked last in July. US Chair Powell fueled euphoria when he said the Fed was talking about … Continue reading
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Danielle’s biweekly market update
Danielle was a guest with Jim Goddard on Talk Digital Network, talking about recent developments in the world economy and markets. You can listen to an audio clip of the segment here. Also, see Beware the Most Crowded Trade on … Continue reading
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