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I think we know, just based on the behavior of this Federal Reserve, that all things being equal a more normalized balance sheet is preferable.
BlackRock's doin' it, Microsoft's doin' it, so all traders should think about ESG-based investing.
Does such a large increase in Chinese spending on U.S. 'stuff' give reason to doubt that future action lives up to words on a page (or 86 pages for that matter)?
Digging into the data, the numbers do appear to be quite the mess.
One concern for traders and investors would be that the good cheer created by the development of this Phase One deal, as well as actions taken by the FOMC, are nearing or at the point where the headline risk points in the other direction.
Here's why I shorted a few on JPM and my take on the eye-popping earnings.
Monday brought more record highs for the broader equity indices. As a trader, the feeling is so eerie. I'm not kidding.