Kaoboy Musings

Kaoboy Musings

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

Kaoboy Musings 8 – 10/17/2019

Michael Kao's avatar
Michael Kao
Oct 17, 2019
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Kaoboy Musings
Kaoboy Musings
So far, so good, so what? / China Musings / What-The-Frac?? / Book & Show Reviews
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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…

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