Dalio Warns: A Bond ‘Blow-Off’ as a Repeat of the Late 1930s Looms

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via CNBC: Hedge fund kingpin Ray Dalio is warning that current conditions remind him of the Depression-era environment. He cited three factors: Ineffective central banks, high levels of debt and the U.S.-China conflict. Dalio previously predicted a “paradigm shift” that would benefit gold. His biggest funds are losing money this year. Hedge fund titan Ray Dalio is … Read more

For Second Week In A Row, Fed Buys Treasuries (AKA, QE4!?!)

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by econimica Summary After 250 weeks without a purchase of Treasuries (since Oct. 2014), for the second week in a row, the Federal Reserve bought Treasuries. The $14 billion in purchasing is in stark contrast to zero purchases since Quantitative Easing ended and selling during Quantitative Tightening. When the Fed sells Treasuries, asset prices struggle, but … Read more

The SEC doesn’t have audit access to Chinese companies that make up more than $1.3T in US market cap.

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Third. The SEC doesn't have audit access to Chinese companies that make up more than $1.3T in US market cap.The SEC IS SUPPOSED TO PROTECT INVESTORS , BUT CANT WITH CHINESE COMPANIES. WTF ? TELL CHINA, CHANGE OR WE DELIST THEM That will move them faster than tariffs. 👇from SEC https://t.co/Ex3GhiuM1G pic.twitter.com/tzxOvjBVFv — Mark Cuban … Read more

Dalio Says Central Banks Are Losing Ability to Reverse Downturns… Jim Grant: The Monetary Drama Will End With a Much Higher Gold Price

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Dalio Says Central Banks Are Losing Ability to Reverse Downturns (Bloomberg) — Terms of Trade is a daily newsletter that untangles a world embroiled in trade wars. Sign up here. Ray Dalio thinks the ability of central banks to reverse an economic downturn is coming to an end as the global economy enters what he says … Read more

History says: If $KRW breaks, global stocks follow. Now re-testing a major support line.

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History says:If $KRW breaks, global stocks follow. Now re-testing a major support line. South Korea heavily relies on exports and the won is a barometer for financial conditions worldwide. Name a time in history when $KRW fell apart and the global economy didn't. pic.twitter.com/E8gScNMbsf — Otavio (Tavi) Costa (@TaviCosta) August 26, 2019

Survey of economists by WSJ, highest recession probability reading ever in history of survey

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Survey of economists by @WSJ, highest recession probability reading ever in history of survey pic.twitter.com/eEtwQlG98x — Win Smart, CFA (@WinfieldSmart) August 29, 2019 where is this second half rebound? pic.twitter.com/7pdT1MWS72 — Alastair (@StockBoardAsset) August 30, 2019 U.S. Weekly Leading Index (weekly) stall speed pic.twitter.com/C8dg4HwPRY — Alastair (@StockBoardAsset) August 30, 2019 https://t.co/5lAvB7JT9v — Alastair (@StockBoardAsset) August … Read more

Chart: Which Universities Have the Richest Graduates?

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by visualcapitalist Higher education is often considered the first rung in the ladder of success. That’s why thousands of students flock to top-tier universities around the world, hoping to translate their degrees into financial outcomes. After all, a degree from specific institutions can often mean that a wealthy and secure future is in the books. With … Read more

China will likely wait out the trade war as it bets on its own economy

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As trade tensions with the U.S. draw out, the world’s second largest economy will likely seek to beef up its domestic economy, which contributes more to growth than its exports, according to analysts. “We describe China’s current strategy as ‘endurance’: the main goal is to preserve China’s economic resilience, while taking the higher US tariffs … Read more

Bloomberg: German Unemployment Jump Adds to Pressure for Fiscal Stimulus

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https://www.bloomberg.com/news/articles/2019-08-29/german-unemployment-jump-adds-to-pressure-for-fiscal-stimulus?srnd=premium The number of people out of work increased by 4,000 to 2.29 million in August, the fourth straight month that joblessness failed to drop after six years of almost continuous decline. The unemployment rate remained at 5%, near a record low. The government, after years of running a budget surplus, has signaled it’s willing … Read more

“Monster” Hurricane Dorian Is Projected To Be “A Very Big Hurricane, Perhaps One Of The Biggest”

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by Michael Snyder Well, that certainly escalated quickly.  On Wednesday we were told that Hurricane Dorian would only be a Category 3 storm when it hits the Florida coastline, but now we are being told that it will be a Category 4 storm.  Hurricane Dorian is rapidly gaining strength over very warm waters in the … Read more