The markets have been quite volatile last couple of weeks. It appears that they will most likely continue to be see these final weeks into the Christmas break. Post several weeks of pushing back from President Trump and general negative market development, the Federal Reserve came out with more dovish comments about the economy. This helped the markets to rally, investors are still concerned that it is just a short-term bounce. Into this week President Trump have ratcheted up his rhetoric against China with threats of further tariffs. Teresa May and the U.K have agreed on a Brexit deal with the EU, but it still needs to be approved by the U.K parliament. On the geopolitical front, things continued to heat up with Russia Navy boarding several Ukrainian ships due to border disputes. Everyone is now waiting to see what comes out of the G-20 meeting in Argentina. Will U.S. and China come to an agreement? Will foreign leaders avoid the Saudi Crown Prince post the murder of a journalist? Will “NAFTA 2.0” continue? And will there be any new developments in the Muller probe. Markets are waiting with abated breath. If no surprises come up next week or so, the markets might be able to take a breather. Question is, how likely that is?
Weighing the Week Ahead: Do Plummeting Oil Prices Signal a Weak Economy? By Dash of Insight
Fed Minutes Signal December Rate Rise Likely, But Less Certain Path Next Year via WSJ
Fed’s Jay Powell cheers risky assets as he buys some wiggle room from FT
The U.S. Housing Boom Is Coming to an End, Starting in Dallas by WSJ
China hopes for positive results from US talks at the G-20 summit from CNBC
U.S., China Exploring Deal to Ease Trade Tensions via WSJ
China Blue-Collar Wave Strengthens Xi’s G-20 Hand by Bloomberg
How U.S. and Chinese firms are outmaneuvering Trump in trade war from Politico
A HISTORY OF FIRST CUTS from MacroTourist
Australian regulators watching non-banks for financial stability risks: RBA via Reuters
Here is a Saudi ‘war game’ scenario that demonstrates the peril of a post-Khashoggi period for the US and the Middle East from CNBC
UK equity market descends into ‘uninvestable’ zone by FT
What Bear Markets Look Like by AVC
An Evolve-or-Die Moment for the World’s Great Investors from Fortune
In Oil’s Huge Drop, All Signs Say Made in the U.S.A via WSJ
When Cash Outperforms Everything from A Wealth of Common Sense
EUREKAHEDGE: HEDGE FUNDS FAILING TO PERFORM IN 2018 via AllABoutAlpha
The Great American Bubble Machine by Rolling Stone
United Tech to Break Itself Into Three Companies via WSJ
GM is not pivoting to green from Ft Alphaville
GM is Closing North American Plants. Another Automaker Is Planning to Open a New One via Fortune
Big Tech Expands Footprint in Health by WSJ
Tech Tax Advocates Prepare Last-Ditch Push for EU Deal from Bloomberg
Bayer is cutting 12,000 jobs in the wake of its Monsanto deal via CNN
German police raid Deutsche Bank over suspected money laundering from Deutsche Welle
Amazon Prime Health is coming, according to an early investor from FastCompany
Apple tunes into terrestrial radio to compete with Spotify by FT
Patents on pot? U.S. lawsuit puts cannabis claims to the test via Reuters
Capitulation is the wrong word for the bitcoin market via Ft Alphaville
Bitcoin Plunges to $3,738; Whole Crypto Scam Melts Down, Hedge Funds Stuck by Wolf Street
Special Report: Little known to many investors, cryptocurrency reviews are for sale from Reuters
The Commish via The Reformed Broker
How Coffee May Protect Brain Health: A New Study Suggests The Benefits Aren’t Just From Caffeine from Forbes
Peter Thiel: Different Perspectives On Innovation, Risk and Investing via Youtube
Degrees of Freedom by The New Yorker
Teenagers now put Fortnite ‘V-Bucks’ and Bitcoin on their holiday wish lists via MarketWatch
Why Don’t We Forget How to Ride a Bike? By Scientific American
How a Saudi Family Feud Fueled Paranoia That Led to Khashoggi’s Murder from RealClear Politics
Why Aren’t Millennials Spending? They’re Poorer Than Previous Generations, Fed Says by NPR
