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PVM Friday bits / Brexit delay for how long?..GE but when / Key FOMC next week ?

Updated: Nov 13, 2019


FOMC next week : Goldman Sachs predicts the Fed will make two big changes next week- Fed officials are likely to say this is the end of the “midcycle” adjustment that Chairman Jerome Powell alluded to in July, the bank predicts. In addition, the central bank could remove the language stating it will “act as appropriate to sustain the expansion” that has been in play since June….could be a BIG meeting if we go in this direction, this would be bigly news


China to ask U.S. to remove tariffs in exchange for farm products buys in talks Friday


Amazon shares dropped (up to) 9% in after hours trading as they reported Q3 operating income fell to $3.2bn from $3.7bn last year and Elizabeth Warren's move on Amazon over Capital One hack is a warning shot to cloud providers


Europe: Have European bank shares bottomed with Bund yields? (charts on email)


Offshore wind worth $1 trillion by 2040


Vice President Mike Pence made a hawkish speech on China in which he talked of how they had become "even more aggressive and destabilizing", attacked their policy on "rights and liberties" in Hong Kong and singled Nike for kowtowing to Chinese officials


Much more on email, including charts


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