Weekend 02/09 & 02/10
Morgan Stanley: “Earnings Revisions Have Been Some Of The Worst We’ve Ever Observed” – Zerohedge
Talks Over Border Security Break Down, Imperiling Effort to Prevent Shutdown – nyt
Friday 02/08
German trade surplus widens unexpectedly in December – Reuters
Asian markets drop on renewed worries over U.S.-China trade talks – Marketwatch
Thursday 02/07
Trump Says He Won’t Meet China’s Xi Before Tariff Deadline – Bloomberg
By One Measure, Q4 Earnings Are The Weakest In 7 Years – Zerohedge
Stocks Erase February Gains On Reports Trump-Xi Won’t Meet – Zerohedge
Albert Edwards: Investors Should Brace For A World Of Negative Rates, 15% Budget Deficits And Helicopter Money – Zerohedge
Twitter drops 9% after lighter guidance – cnn
BB&T to buy SunTrust in all-stock deal worth $66 billion that will create the sixth-largest US bank – cnbc
Pound Tumbles After BOE Slashes GDP Forecast, Warns Of Rising Brexit Damage – Zerohedge
Will Government Shutdown Return Just As The Trade War Expands? – Zerohedge
European Commission: Winter 2019 Economic Forecast: growth moderates amid global uncertainties – europa
US and China to resume trade talks next week in Beijing – cnbc
Wednesday 02/06
German recession fears grow as factory orders tumble – business live – guardian
Bank Of America: Oil Demand Growth To Hit Zero Within A Decade – Zerohedge
This Is How Chinese Liquidity Injections Are Directly Affecting US Stocks – Zerohedge
US Trade Deficit Shrank In November, China Exports Crash – Zerohedge
German Factory Orders Plunge Most Since 2012 As Economy Hits A Wall – Zerohedge
China’s demand for Lexus cars lifts Toyota’s third-quarter operating profit higher, but misses forecasts – scmp
Lighthizer, Mnuchin heading to Beijing next week for further trade negotiations – Marketwatch
Asian shares subdued after Trump address, Aussie tumbles on RBA shift – Reuters
Tuesday 02/05
If stock-market investors missed January’s surge, they’re out of luck, says Goldman Sachs – Marketwatch
US Services Stumble To 13-Month Lows As New Orders Plunge – Zerohedge
How An Italian Debt Crisis Could Take Down The EU – Zerohedge
Euro zone retail sales dragged down by German slump in December – Reuters
Eurozone growth edges lower at start of 2019 – markit
BP swings to profit, beating forecasts – Marketwatch
Monday 02/04
Alphabet revenue slightly beats expectations – yahoo
Here Are The 14 Things “That What Can Go Wrong” According To JPM – Zerohedge
To chase or not to chase the rally? – blackrock
The volatility ‘nightmare’ in the oil mark – cnbc
U.S. dollar, yields rise; oil backs off two-month highs – Reuters
Loan demand falls among U.S. businesses, households: Fed banking survey – Reuters
US Factory Orders Tumbled In November – Zerohedge
S&P 500 EPS growth outlook turns negative, while Q4 increases – Marketwatch
Bill Gross, once Wall Street’s ‘Bond King,’ retires after rocky second act – Reuters
Euro zone investor morale hits lowest in more than 4 years: Sentix – Reuters
Key Events This Week: All Eyes On State Of The Disunion – Zerohedge
Asian markets mixed amid holiday closures; Sony sinks – Marketwatch