Volatile Situations

(1) Stock market volatility reflects bullish and bearish mix of Trump’s policies. (2) Meanwhile, Fed still tapping on the brakes. (3) An escalating trade war with China and an increasingly uncivil war at home. (4) Curbed enthusiasm. (5) Meet trade warrior Peter Navarro again. (6) “Globalists” to the rescue? (7) Lots of homegrown problems in China. (8) Lots of debt turning bad fast. (9) 50 million empty apartments. (10) Capital flight remains a big risk. (11) M2 confirming slowdown in real retail sales, which may be reflecting rapidly aging population. (12) One-day shopping spree.