Turbulence

(1) A week in London. (2) Pence attacks China again. (3) Xi expects to outlive Trump politically. (4) Powell is Trump’s regrettable. (5) The Dow Vigilantes may not matter to Powell, but credit market stress cracks should get his attention. (6) Plunging oil prices depressing inflationary expectations. (7) Stock prices could stall along with our Boom-Bust Barometer. (8) Panic Attack #62 similar to #61, but with more of an attack on FAANGs. (9) Value likely to outperform Growth for a while. (10) Movie review: “Green Book” (+ + +).