This looks like the end of the interest-rates rising cycle
by Shaun Richards This feels like one of those days where there has been an epoch shift or to be more specific the morning after the night before. It is … Read more
cycle
Causes of the Ice Ages, Part 4A; the 14C Evidence of the 12,068 year Clock Cycle – Doug Vogt
no cliff notes yet…just starting to watch it… and at the same time…suspicious observer next past of their series is out Night booked… h/t Trey
Collapse = The Cycle
by Dave Armstrong has long been predicting a collapse of confidence in government, due to the end of the “public cycle” which peaks in 2020 and crashes, ending in 2032. … Read more
This is what lenders ALWAYS say at the end of a credit cycle. Countrywide said the same in late-2006.
via @lebas_janney: Two banks, $C and $JPM have reported increases in loan loss provisions/credit costs. They’re preparing for the credit downturn, even if they don’t say so outright. On the plus … Read more
Janet Yellen: ‘Very Possible’ the Fed Has Made Its Last Rate Hike of This Cycle”
via CNBC: Former Federal Reserve Chair Janet Yellen thinks the central bank may have implemented its last rate hike of this cycle. A faltering global economy whose weakness spills over … Read more
Credit cycle is deteriorating quickly
Anyone notice the Leveraged Loan Index did not break in 1Q18 when the stock market corrected -10%. However, the index broke on the -20% stock market correction in late 2018. … Read more
Trucking Boom Ends, Next Phase in Cycle Starts
Wolf Richter wolfstreet.com, www.amazon.com/author/wolfrichter This is a very cyclical business. In December, orders for new Class-8 trucks — the heavy trucks that haul the products of the goods-based economy across … Read more
Break the Cycle: In 2019, Say No to the Government’s Cruelty, Brutality and Abuse
By John W. Whitehead “The greater the power, the more dangerous the abuse.”—Edmund Burke Folks, it’s time to break the cycle. Let’s make 2019 the year we say no to … Read more
There is a setup for a strong economic contraction, the cycle seems to be rolling over right now but it might take a bit of time yet.
by SpontaneousDisorder The main indicators to look for will be a severe drop in the stock market and steepening of the yield curve. The yield curve is quite flat, the … Read more
More late-cycle signs for the stock market, and what’s next for stocks
by Troy The S&P 500 is sitting right under its 200 day moving average right now. The stock market is demonstrating various late-cycle signs. These late-cycle signs are not immediately … Read more
The Business Cycle & the Suicide Rate
by Martin Armstrong The press is all abuzz about the suicide rate is up 33% in 20 years and they blame the lack of funding as if this alone … Read more
Ray Dalio: This Debt Cycle Will End Soon
BY JOHN MAULDIN Science tells us energy can neither be created nor destroyed within a closed system. The form may change, but the amount will only stay the same. If this … Read more
The Credit Cycle Begun 2009 is Over
via Crisis By The Phoenix Global growth is officially dead. The markets picked up on this first, with Copper, Lumber, Industrial Metals and other economically sensitive asset classes collapsing starting in May. Looking … Read more
GUNDLACH: LOTS OF CORPORATE LEVERAGE, DOWNGRADES COULD BE SIGNIFICANT COME CYCLE TURN
GUNDLACH: LOTS OF CORPORATE LEVERAGE pic.twitter.com/7uB2M5Bo14 — Alastair Williamson (@StockBoardAsset) November 13, 2018 GUNDLACH: DOWNGRADES COULD BE SIGNIFICANT COME CYCLE TURN pic.twitter.com/5OQGP1mWXN — Alastair Williamson (@StockBoardAsset) November 13, 2018 GUNDLACH: … Read more
“Blind Faith” Isn’t A Strategy For “Late-Cycle” Markets
by Michael Lebowitz “The journey of a thousand miles begins with one step.” – Lao Tzu In a tiny first step on December 16, 2015, the Federal Reserve (Fed) did … Read more
Fund managers on where we are in the economic cycle
Graph of this issue: pbs.twimg.com/media/DqmUt2YX4AApk7W.jpg According to @MerrillLynch Fund Manager Survey, a record 85% of respondents think that the global economy is at a late cycle. The reading is 11% higher … Read more