Morning Briefing 2019-01-28

(1) The boom-bust cycle. (2) Might fear of a recession cause a recession? (3) Bad news sells newspapers. (4) WSJ article suggests QT will soon be off autopilot. (5) Both US and China need to end trade war. (6) Stock market climbing walls. (7) The next recession could start November 4, 2020. (8) Leading indicators index stalls, while jobless claims remain upbeat. (9) Regional Fed surveys remained downbeat in January, but Markit M-PMI was happier. (10) Europe has a bunch of woes weighing on economy. (11) Movie review: “Serenity” (+).