downturn Archives - Page 2 of 2 - Investment Watch Blog

Imagine a real downturn emerges. The ECB, by insisting on negative rates and QE so long, has opened itself up to having virtually no ammunition left to respond.

November 23, 2018 11:37 am

https://twitter.com/NorthmanTrader/status/1065903790711279616 https://twitter.com/minefornothing/status/1065973006617456640 Bank of Italy sounds the alarm over banks’ stability https://t.co/qqyGVahW3w — LiveSquawk (@LiveSquawk) November 23, 2018 Oil slump leaves just one European equity sector up in 2018 https://t.co/LPp6TRNKXD pic.twitter.com/iYxLQwXq3C — Bloomberg Markets (@markets) November 23, 2018 Spain CDS …

“A cyclical downturn in construction sector growth is underway”

November 17, 2018 10:41 am

via Jill Mislinski A cyclical downturn in construction sector growth is underway, and set to intensify. We know this from monitoring leading indexes specific to major sectors of the economy, whose distinct cyclical swings can precede those in the overall economy. Notably, growth …

Housing Downturn Arrives in Silicon Valley & San Francisco, Sellers Got The Memo And Cut Prices.

November 18, 2018 8:45 amNovember 17, 2018 8:21 am

Wolf Richter wolfstreet.com, www.amazon.com/author/wolfrichter The area of Silicon Valley and San Francisco – comprised of the counties of San Francisco, San Mateo, and Santa Clara – is one of the most expensive housing markets in the US. Atherton, a town …

It’s Not Pretty: Anatomy of the Housing Downturn in Vancouver, Canada

November 11, 2018 10:17 am

Wolf Richter wolfstreet.com, www.amazon.com/author/wolfrichter In 2018, “each month has brought weaker than normal sales, rising inventory, and continued downward pressure on prices” in Vancouver, British Columbia, writes Steve Saretsky, a Vancouver Realtor and publisher of real-estate blog, Vancity Condo Guide. The …

David Stockman: Epic downturn is here, brace for 40% market plunge

November 5, 2018 8:13 pm

via @stephlandsman David Stockman warns a 40 percent stock market plunge is closing in on Wall Street. Stockman, who served as President Reagan’s Office of Management and Budget director, has long warned of a deep downturn that would shake Wall Street’s …

Ray Dalio says the economy looks like 1937 and a downturn is coming in about two years

September 24, 2018 3:13 pm

via Kara Chin, Jacqui Frank and Ali Newhard Hedge fund legend Ray Dalio says the economy looks like it did in the late 1930s in many ways: interest rates hit zero in the early stage of each crisis, asset prices are …

For those who remember the 2008 downturn: Did anyone in the mainstream see it coming?

August 18, 2018 5:09 pm

by legitqu So at the moment barely a day goes by when we’re not coming across some new argument for why we’re due a downturn and/or recession [*] It got me thinking to how equivalent coverage fared in the lead …

UK “Housing Downturn” Pushes Biggest Real-Estate Agency with 10,000 Employees to Brink, Shares Collapse

August 4, 2018 6:53 pm

Blamed: political and economic uncertainty, Brexit, and the very measures designed to tamp down on London’s housing bubble. By Don Quijones, Spain, UK, & Mexico, editor at WOLF STREET. Countrywide, the UK’s largest real-estate services group with over 10,000 employees in 900 …

Former NZ PM John Key warns of global economic downturn approaching

July 31, 2018 8:24 am

via nzherald.co.nz: Former Prime Minister Sir John Key has warned the global economy is starting to splutter and that in the event of a downturn the parties in power in New Zealand are not the ones to set it right. Sir …

‘Vey Serious’ Global Synchronized Growth Downturn Seen, Ecri Says

July 7, 2018 8:14 am

via BBG Lakshman Achuthan, the co-founder of New York-based Economic Cycle Research Institute, talks about the trade spat between the U.S. and China, and the implications for the global economy. He speaks with Kathleen Hays and Haidi Lun on “Bloomberg …

Why the Next Downturn “Will Not Look Like 2008”

January 24, 2018 6:59 pm

Wolf Richter wolfstreet.com, www.amazon.com/author/wolfrichter Nine years of scorched-earth monetary policies come home to roost. There are always cycles. The current cycle started at the bottom of the Great Recession and will last “until central banks put on the brakes,” said …

ANOTHER BRICK IN THE WALL… USA DEBT RATING IN DOUBT… BANKS WARN DOWNTURN COMING

August 24, 2017 9:13 am

Conflict between Trump and Congress escalates as difficult agenda looms The conflict between President Trump and Congress escalated a day after he threatened to shut down the federal government over funding for a U.S.-Mexico border wall as well as targeted …

Martin Armstrong: Economic Downturn Will Take World to War, Strong Dollar Could Cause Bond Market Crash

April 14, 2017 4:33 am

Former hedge fund manager Martin Armstrong, who is an expert on economic and political cycles, says, “You have to understand what makes war even take place? It does not unfold when everybody is fat and happy. Simple as that. You …