Chris Temple from The National Investor – Mon 9 Dec, 2019

This Week’s News To Watch – Fed Meeting, UK Vote, and December 15th Tariffs

Chris Temple joins me today to look ahead to the key news events of the week. We start with the Fed meeting and our thoughts on what could be said about the repo market. Next up is the vote in the UK and how Brexit could move forward and impact markets. Finally the potential tariffs on December 15th are making this upcoming Sunday very important!

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Comments:
  1. On December 9, 2019 at 10:05 am,
    Matthew says:

    There were 7 December rate cuts in the last 30 years and 5 of them followed October and/or November cuts. In 1989, the December cut was the only cut and in 2001, it was the eleventh. The average for the 7 makes December cuts the “5.7th” cut of the year. This year, it would only be the 4th, for what that’s worth (probably nothing).

    A cut does seem unlikely this week but a surprise cut would be perfectly timed to add fuel to the gold sector since I think the sector is going up either way.

  2. On December 9, 2019 at 10:11 am,
    Charles says:

    Could be a lot of COT repositioning tomorrow ahead of the Fed which would be reflected in this Friday’s report.

  3. On December 9, 2019 at 10:15 am,
    Matthew says:

    Off topic:
    Aside from his views on how to play the gold market, I agree with E.B. Tucker’s comments in the following Kitco interview…
    https://www.youtube.com/watch?v=lamsirjabgs

    • On December 9, 2019 at 3:05 pm,
      Excelsior says:

      EB Tucker is a sharp guy and I’ve enjoyed watching a few of his Kitco interviews over the past 2 years. He’s been fairly accurate in the macro trends in the PM space thus far, and I agree with his bullishness moving into next year.

  4. On December 9, 2019 at 10:20 am,
    Matthew says:

    ISVLF just had its biggest volume week ever and is delivering great follow-through today…
    https://stockcharts.com/h-sc/ui?s=ISVLF&p=W&yr=4&mn=5&dy=0&id=p33749692811&a=642610362

    • On December 9, 2019 at 10:21 am,
      Matthew says:

      Today’s high so far happened at an important speed line resistance.

  5. On December 9, 2019 at 12:06 pm,
    cfs says:

    Lose power to steal technology from U.S. ?

    No problem for the real Red Menace; get it from Taiwan.

  6. On December 9, 2019 at 12:24 pm,
    SilverDollar says:

    Chris: Have you seen this article? They seem to think it’s more than a simple liquidity problem. https://wallstreetonparade.com/

    • On December 9, 2019 at 1:10 pm,
      Temple says:

      No, but will read it – thanks!

      • On December 9, 2019 at 3:17 pm,
        Excelsior says:

        Mr T – I posted this last week but thought of you when they discussed a Soybean problem for the trade talks. Thought you may like to glance over this article.

        ______________________________________

        As Trade Talks Hang By A Thread, A Soybean Problem Emerges

        By The Real Heisenber – December 4, 2019

        “In addition to the rather challenging math around getting farm purchases from the US anywhere close to the levels Trump wants on a sustainable basis (i.e., beyond a year or two), China is constricted by the realities of Beijing’s retaliatory tariffs.”

        “Beijing has, you’re reminded, extended some waivers in order for domestic buyers to purchase US agricultural products, but as Bloomberg noted in October, “waivers are seen as being impractical for volumes as large as $50 billion a year”.

        “Well, as it turns out, Chinese soybean buyers have now exhausted their capacity under those waivers.”

        https://heisenbergreport.com/2019/12/04/as-trade-talks-hang-by-a-thread-a-soybean-problem-emerges/

        • On December 9, 2019 at 6:51 pm,
          Temple says:

          Good points…also the amounts Trump wants are increasingly unnecessary given increased purchases from South America.

  7. On December 9, 2019 at 12:31 pm,
    cfs says:

    Even the executive summary of the I.G. Report is 19 pages long.

    age xiv of the executive summary more or less says:
    “That so many basic and fundamental errors were made by three separate, hand- picked teams on one of the most sensitive FBI investigations that was briefed to the highest levels within the FBI, and that FBI officials expected would eventually be subjected to close scrutiny, raised significant questions regarding the FBI chain of command’s management and supervision of the FISA process.”

    The full Report may be found at:

    https://www.justice.gov/storage/120919-examination.pdf

    (Warning 476 page PDF file)

  8. On December 9, 2019 at 12:33 pm,
    cfs says:

    The I.G. Press brief:

    https://oig.justice.gov/press/2019/2019-12-09.pdf

    (Just 2 page pdf)

  9. On December 9, 2019 at 1:36 pm,
    cfs says:

    Ain’t a National Health system great

    https://www.bbc.com/news/uk-england-leeds-50713236

  10. On December 9, 2019 at 3:18 pm,
    Excelsior says:

    Nickel – 5 Things You Need to Know Before Investing

    by @CRUXinvestor on 9 Dec 2019

    https://ceo.ca/@cruxinvestor/nickel-5-things-you-need-to-know-before-investing

  11. On December 9, 2019 at 6:50 pm,
    b says:

    When has the United States government told the truth about anything?

    President John F. Kennedy’s assassination?
    Robert Kennedy’s assassination?
    Martin Luther King’s assassination?
    The Gulf of Tonkin?
    The USS Liberty?
    9/11?
    Saddam Hussein’s “Weapons of Mass Destruction”?
    Assad’s Use of Chemical Weapons?
    Iranian nukes?
    The destruction of Libya and Gaddafi?
    Russian invasion of Georgia?
    Russian invasion of Ukraine?
    Russiagate?
    Impeachgate?

    It is easy to add to this list.

    America is ruled by lies. Truth is completely absent. And the American population tolerates it. Rule by lies is now the American Way.

    https://www.paulcraigroberts.org/2019/12/09/dont-expect-any-truth-from-washington/

    • On December 9, 2019 at 8:55 pm,
      BUZZ says:

      Turning of the political tide puts the spotlight back on James Comey. What was the name of that book he wrote?

      • On December 9, 2019 at 9:00 pm,
        buzz says:

        Oh yeah, Scrambled Marta Stewart, Rolled Over Easy…

  12. On December 9, 2019 at 9:12 pm,
    cfs says: