So far, so good, so what? / China Musings / What-The-Frac?? / Book & Show Reviews

Kaoboy Musings 8 – 10/17/2019

So far, so good, so what?

Lots going on since my last missive (Kaoboy Musings 7, 10/7/19). Here’s a recap:

• U.S. and China entered into a tentative “Phase 1” deal:

• Fed announced “QE 4” despite calling it “not QE”

• Inflation data remains subdued with PPI/CPI both coming in near zero

• University of Michigan Consumer Sentiment Index significantly beat expectations…