It is the 14th of October 2019

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The Four Key Themes From Q4 Conference Calls

In its quarterly Beige Book publication, Goldman conveniently gathers anecdotal evidence of fundamental and thematic trends from the earnings transcripts of companies in the S&P 500. As Goldman's Davis Kostin explains, since President Trump’s surprise victory over Hillary Clinton in November, investors and management teams have been acutely focused on the new administration’s policy proposals. In this Beige Book, we focus on management commentary regarding four key pillars of the Trump Administration’s agenda: tax reform, regulation, fiscal spending, and trade policy.

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Asian Media Warns Of Conflict, Economic Turmoil Under "Trump World Order"

Following German media's outcry that "the demons have been unchained", Asian media decried President Trump's isolationist policies, fearing they will chill the global economy and sow widespread international discord, as "the reality show has become reality," warning the world was now in "unpredictable territory... spreading unease, division, and conflict throughout the world."

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China Orders No Market Selloffs During President's Davos Trip

As we observed in yesterday morning's market wrap, while US traders took the day off for the MLK holiday, China was busy defending an accelerating selloff across its stock markets.

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Here Are The "Costanza Trades" Of 2017

In what, for the past seven years, has been an upside-down investing world where the opposite of what financial and economic theory - and certainly consensus - suggests should happens with centrally-planned regularity, what better trading recommendation list than one focusing on the "Costanza Trades" for the year ahead.

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China Responds: Will Return Stolen Drone, "Regrets US Hype"

Shortly after president-elect Trump's "unprecedented action" tweet, Chinese authorities responded via their mouthpiece The China People's Daily:

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