It is the 21st of November 2019

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"The Potential Problems Are As Follows" - How The Bull Market Could End According To Credit Suisse

With Trump now officially US president amid concerns that a "sell the inauguration" sentiment may emerge at any moment, it was an appropriate moment for Credit Suisse analyst Andrew Garthwaite to release his report listing the 10 possible ways in which the bank's central views (and often the consensus) could be surprised. Below the bank highlights the factors its thinks could surprise adversely in 2017, together with its core views.

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Goldman's Fed Minutes Post-Mortem: "The Elephant Was In The Room After All"

Earlier we showed what some of the more prominent sellside strategists thought of the FOMC's surprisingly hawkish (yet maybe not) December minutes. And now, to top off the Fed Minutes day, here is perhaps the only analysis that matters: that of Goldman Sachs, which notes that as we speculated in December when the Fed hiked, "the hawkish December FOMC statement and accompanying increase in median interest rate expectations were to some extent motivated by the possibility of easier fiscal policy–as opposed to a shift in the FOMC reaction function."

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Bank Of Canada Lays Out In YouTube Clip How The Economy Could Tank

As MacLean's Jason Kirby points out, the Bank has taken to YouTube to warn Canadians about the dangers of too much debt and unrealistic house price expectations. He wonders, however, whether anyone will listen as one after another real estate bubble form in Canada, a nation whose household debt ratio has never been higher.

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Bank Of Canada Lays Out In YouTube Clip How The Economy Could Tank

As MacLean's Jason Kirby points out, the Bank has taken to YouTube to warn Canadians about the dangers of too much debt and unrealistic house price expectations. He wonders, however, whether anyone will listen as one after another real estate bubble form in Canada, a nation whose household debt ratio has never been higher.

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