Individual stock pickers have been skewed to sell, global Macros have negative beta, long short beta is low, equity funds had one their worst quarterly outflows since 08 etf flows are just ~13b inflow for the year. So tell me, …
by confoundedinterest17 To listen to some talking heads, everything is beautiful. But according to the bond market, everything is not beautiful. In fact, there is concern about global economic growth and financial fragility. There is now $10 trillion in negative yielding bonds …
Josh Sigurdson talks with author and economic analyst John Sneisen about the absurdity of recent comments by the IMF’s Christine Lagarde where she warned of a serious monopoly problem… in the future… Lagarde’s plan was essentially to bring in more …
via energyandgold: Bob Moriarty, founder of 321gold, is not one to be shy about what he thinks. In this month’s conversation Bob lays out why he thinks global equity indices are on the verge of rolling over after reaching a bullish sentiment …
via afp: Is the dream of one global internet still alive? Increasingly, moves by governments to filter and restrict content are threatening to fragment the system created with the promise of connecting the world with a largely unified body of content. …
via fxstreet: Key highlights: • 2020 unchanged at 3.6%. • Says risks to the downside based on Brexit and US-China talks. • Says growth will stabilize in the first half of 2019, sees gradual recovery afterwards. • Sees global trade volume up 3.4% …
by WARREN MOSLER This has been know to be associated with the housing cycle: Framing Lumber Prices Down 30% Year-over-year This has taken a dive recently: Global economy enters ‘synchronised slowdown’ (F) The global economy has entered a “synchronised …
From Birch Gold Group This week, Your News to Know rounds up the latest news involving precious metals and the overall economy. Stories include: Gold demand will hit a four-year high in 2019, gold ready to break out due to numerous tailwinds, and …
american markets start out on the wrong foot – as global slowdown fears escalate, boeing debacle weighs down dow, and buyback blackout period removes liquidity pic.twitter.com/qm42wcqDa7 — Alastair (@StockBoardAsset) April 8, 2019 Buyback blackout road map pic.twitter.com/79sWtKeKQ8 — Teddy Vallee …
https://www.youtube.com/watch?v=MkT5bo6Qlwc
via @TaviCosta: Liquidity is not the driver of this everything rally. Hope is. Not even massive global QE can prevent asset bubbles from bursting. See 2007-8 scenario below. Crescat new video coming out soon. 2-year yield falling after re-testing multi-decade resistance …
by John Ward The pointless referendum that led to a pointed betrayal of Brexit has been, for most voters, a painful exercise in anger and tedium. But the learning experience mustn’t be wasted. In particular, it’s time to start seeing it …
by Martin Armstrong It actually snowed in London this past April. Heavy snow caused sheer chaos across much of the UK. The snow and hail even hit London where it rarely ever snows. I remember there was a dusting of snow one day …
via CNBC: U.S. $100 bills in circulation hit an all-time high last year, according to new data from the Federal Reserve out this week. Meanwhile, overall global demand for cash is slowing down. Some say the surge in $100 bills …
https://www.youtube.com/watch?v=jZUbsaTypBY
by SpontaneousDisorder Source: https://twitter.com/TommyThornton Add to the mix very low short interest on the major ETF’s in the US and very high short exposure on $VIX. Keep buying or bye bye? My view is it is essential to take down risk …
by Jesse Colombo Since the end of the Great Recession, I have been warning that our economic recovery (both U.S. and global) isn’t a genuine recovery because it’s driven by debt and the inflation of new economic bubbles. I’ve been …
When you look at certain statistics, things look great. In fact, you would think that prosperity is boundless. Of course, we tend to enjoy reality here. Those who desire the truth don’t want propaganda and manipulation. They simply want to …
via mises: For much of the past several months it has been almost impossible to open the pages of any business section, or skim through any article on current economic events, without encountering the same ominous phrase: global economic slowdown. The …
via gold.org: Holdings in global gold-backed ETFs and similar products rose slightly in March by 3 tonnes(t) to 2,483t, equivalent to US$183mn in inflows. Global assets under management (AUM) fell by 1.6% in US dollars to US$103bn over the month, driven …
by GoldCore a) Trade Uncertainty: Global trade has seen a sharp downturn in recent months b) Policy Uncertainty: Brexit, U.S., China & global economic policy uncertainty surges c) Financial Conditions: Financial markets are beginning to show signs of stress d) …
via @NorthmanTrader: Without debt growth the global economy would be in a recession/depression Hence MMT is invented to justify it.. Net that out of GDP growth over the past 10 years and see what’s what… Net debt to EBITDA small caps. …
London is getting hit pretty hard right now. If you’re in London or the surrounding area, please let me know what you’re seeing. Also, my friends in Ireland, are you seeing prices increase? I do believe Ireland will be negatively …
by QuantalyticsResearch US Stocks Preview Ahead of the Open Global markets are rallying today and US stocks index futures are higher with front-month Dow Jones minis +0.43%, S&P 500 minis +0.52% and Nasdaq 100 minis +0.60% China’s trade delegation arrived in Washington, DC, led by …
Wolf Richter wolfstreet.com, www.amazon.com/author/wolfrichter Is the euro dead yet? And how is the Chinese Renminbi doing? Total global foreign exchange reserves, in all currencies, rose to $11.4 trillion in the fourth quarter 2018, according to the IMF’s just released COFER …
Who will bail out the governments when they begin to fail? Global debt has expanded beyond belief as central banks expand their balance sheets to make up for lack of investment. This is a system built around debt. But more …
via Zerohedge: According to the Netherlands Bureau for Economic Policy Analysis (CPB), world trade plunged to its weakest levels not seen since the financial crisis. The report published last week shows world trade expanded by 2.3% in January after the index tumbled …
Contagion is real. But it creeps up on you. Before you know it, it takes over. Just like in 2008, it will spread to places you never thought to look. Do you think that the next recession will be BETTER …
by QuantalyticsResearch US Stocks Preview Ahead of the Open Global stocks are rallying, surely not because investors are bidding up stocks to pad the performance of their portfolios for the first quarter, but on optimism a trade deal will get done US stocks index …
