It is the 21st of November 2017

News

Before You Book That Vacation, JPM Warns Multiple Spoilers Are Converging In November

One week ago, Jan Loeys - the person who wrote "The JPMorgan View" for 15 years - announced his exit, as he transitioned from tactical asset allocation to longer-term strategy, and that he would be handing over the authorship to John Normand, and soon Nikos Panigirtzoglou and Marko Kolanovic, but not before summarizing what he has learned in 30 years of investing in a must-read bulletin which he published last week.

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"It's A Nightmare" - Chinese Bureaucrats Are Killing The Victoria's Secret Fashion Show

The marketing brass at L Brands are probably starting to regret their decision to hold this year’s Victoria’s Secret fashion show - expected to have the largest audience in the show's history - in Shanghai.

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Trump Could Add North Korea To List Of State Sponsors Of Terror Next Week

Just two days after President Donald Trump returned from his 12-day tour of Asia with new assurances that China would do more to economically pressure North Korea, the White House abruptly revealed Thursday that President Trump is considering returning North Korea to the State Department’s list of state sponsors of terrorism - a decision that would likely outrage North Korea’s leadership at a time when tensions between the US and North appear to be on the wane.

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Nasdaq, Bitcoin Surge To Record Highs As China Saves The World

IP surges (thanks to hurricanes), Congress passes a tax bill that has no hope of passing the senate, but a huge Chinese liquidity injection sends stocks soaring and proves...

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UBS Reveals The Stunning Reason Behind The 2017 Stock Market Rally

It's 2018 forecast time for the big banks. With Goldman unveiling its seven Top Trades for 2018 earlier, overnight it was also UBS' turn to reveal its price targets for the S&P in the coming year, and not surprisingly, the largest Swiss bank was extremely bullish, so much so in fact that its base case is roughly where Goldman expects the S&P to be some time in the 2020s (at least until David Kostin revises his price forecast shortly).

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