Markets at all-time highs thanks to the phase 1 US China trade deal, is it all it’s cracked up to be? Probably not and it’s also too late for trucking companies and truckers who are in crisis now. That probably isn’t good news for auto loans either. But with the consumer supposedly revving up holiday shopping is this an all clear or an Oh dear?

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Slides and Links:

https://www.cnbc.com/2019/12/16/us-and-china-reached-a-trade-agreement-but-key-details-still-unclear.html

https://www.cnbc.com/2019/12/13/goldman-is-disappointed-in-trade-deal-tariff-rollback-smaller-than-expected.html?recirc=taboolainternal

https://www.businessinsider.com/trucking-truck-drivers-fuel-card-delinquencies-uptick-2019-7

https://www.businessinsider.com/celadon-trucking-bankrtupcy-truckers-stranded-2019-12

https://www.bloomberg.com/news/articles/2019-12-04/trump-administration-moves-to-end-food-stamps-for-750-000

https://www.bloomberg.com/news/articles/2019-12-07/u-s-vehicle-loans-rise-to-record-highs-as-auto-debt-piles-up?srnd=fixed-income

https://www.ft.com/content/59f3a084-0d80-11ea-bb52-34c8d9dc6d84

https://www.nytimes.com/interactive/2019/12/19/opinion/location-tracking-cell-phone.html?te=1&nl=the-privacy%20project&emc=edit_priv_20191219?campaign_id=122&instance_id=14661&segment_id=19721&user_id=9f6cc1d1965fccc372067e47289816ac&regi_id=9459045720191219

https://www.cnn.com/2019/12/19/business/direct-deposit-glitch-federal-reserve/index.html

https://www.miamiherald.com/news/politics-government/article238048869.html