by Chris Kimble Commodities are becoming a hot topic… and an important investing theme. With the US Dollar coming back to life, commodities have pulled back. And that pullback now has the “equal weight” complex in trouble. Below is a chart of …
by Michael Snyder We haven’t seen carnage like this in the global financial marketplace in quite some time. On Wednesday, U.S. stocks were down some, but things were much, much worse around the rest of the world. Global banking stocks are …
h/t @StockBoardAsset Chinese sentiment shift: “People across the nation, including the entire bureaucratic elite, feel increasing uncertainty about the direction of the country and a deep sense of personal insecurity. Rising anxiety has spread into a degree of panic.” https://www.bloomberg.com/news/articles/2018-08-07/is-xi-jinping-s-bold-china-power-grab-starting-to-backfire …
via Callum Thomas Given the swiftly changing picture in global markets, this is a key chart to keep on your radar. In fact, I like this chart so much that it actually featured in my top 10 charts to watch for …
Two things I never thought I would say in EM FX: a) TRY reached 7 before CNY b) TRY dragging CNY towards 7 Yes, we are here. What will happen this afternoon? Why do you think there's panic in TRY? …
By Don Quijones, Spain, UK, & Mexico, editor at WOLF STREET. The “Big Four” audit and accountancy giants — KPMG, Deloitte, Ernst & Young (EY), and PricewaterhouseCoopers (PwC) — have found themselves in the rare position of being on the back foot …
Global Debt Topped $247 Trillion in the First Quarter, IIF Says Global debt rose to a record $247 trillion in the first quarter, more than $29 trillion higher than the end of 2016, according to an analysis by the Institute …
https://twitter.com/RooseCapital/status/1027308766809804800 "Libor OIS Spread behaving erratically, or signalling unease in the US dollar funding market as in the run-up to the financial crisis?" h/t @Mora_Wealth pic.twitter.com/1zwq1lGSfx — Alastair (@StockBoardAsset) August 8, 2018 should we not be concerned about this gap? …
There are WAY more than 7 indicators, but it’s important to highlight of a few major ones and constantly keep an eye on them. Let me know what other indicators you like to look at regularly! It’s pretty obvious that …
Those who understand it, understand it. https://www.statista.com/statistics/271823/daily-global-crude-oil-demand-since-2006/#0 https://twitter.com/ektrit/status/1027104732282859520
So many people are waiting for a specific moment. They’re waiting for the grand reveal. “Look! There it is!” But it doesn’t work like that in all cases. This is an ASYNCHRONOUS disaster. What do you see? There are few …
China’s contribution to global growth is equal to US/EU/Japan combined 📈; so trade wars will have big consequences: eg does it cause their credit bubble to pop: China’s total credit mkt debt has gone from $7T–>$34T in 9 yrs. $3T …
by John Rubino Just a few months ago, real estate was on fire. Prices were blowing past records set during the previous decade’s housing bubble as desperate buyers bought whatever was available at above the asking price while homeowners, confident that …
PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS: ● Shot: NBC’s Thompson Promises ‘Environmental Civil War’ Over Trump’s Rollback of Regulations. —NewsBusters, today. ● Chaser: NASCAR, NBC announce 10-year deal. —ESPN, July 23, 2013. ● Hangover: Dale Earnhardt Jr. to Sign Multiyear Contract to …
Is the debt and death paradigm in its own death throes as people wake up to the crimes of the NWO? Or does the international banking cabal still retain full spectrum dominance? Brandon Smith from Alt-Market.com says one thing is …
Synchronized Global Slowdown: US, China, Japan All Post New Yearly PMI Lows The Purchasing Managers’ Index is a keen insight into what is taking place in the analytical minds of economic decision-makers as they examine the health of their businesses …
by Martin Armstrong I have been warning that Global Warming is profitable for governments. They paid these academics $1 billion to come up with dire forecasts that ignore nature, cycles, and history, all to justify taxing people that will never …
According to Michael Howell, chief executive officer at global research group Crossborder Capital, as monetary policy tightening takes place, there could be strong consequences for credit markets. While the yield curve is signalling upcoming problems, credit market spreads aren’t remaining …
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 …
via moneyweek: It’s very easy to become parochial when it comes to thinking about property markets. We focus on the slowdown in the UK market and we ponder what’s causing it. Could it be new rules on landlords? Could it be …
by Marshall Swing of The Church of Acts Will the Global Economic Collapse of 2018 happen today? As I have in several articles, I do not know for sure, but all seriousness aside, it is a great time to poke fun at The …
Let me know what you think of what I would call an “alternative retirement account”. Essentially get paid today and forever on your investments. And also, make preparations like power, food, etc. As far as I’m concerned that’s safer than …
by Chris Vermeulen of The Technical Traders Over the past 4+ months, we’ve been working away trying to keep our readers aware of the risks and concerns that were originating out of some foreign markets and how that might relate to the US …
via WSJ: Financed and built by Chinese state-run companies, the soon-to-be-finished overhead railway through Lahore is among the first projects in China’s $62 billion plan for Pakistan. Beijing hoped the $2 billion air-conditioned metro, sweeping past crumbling relics of Mughal …
No matter where you live, you’re getting taxed. You’re living under conditions which are quite frankly not very secure for your financial well-being. You can change that. Make ALL necessary preparations while you can. What Is A Perpetual Tourist? …
I’m no expert but I’m pretty sure that ain’t good. -Bloomberg h/t @pierpont_morgan
via Katherine Greifeld Trade fight spreads to FX as president talks down dollar Equities, oil, and emerging-market assets at risk from FX war The currency war has arrived. So say some of the best and brightest in the $5.1 trillion-per-day foreign-exchange …
via Michelle Jamrisko Officials gathering for Group of 20 meetings in Buenos Aires this weekend will have plenty more crisis fodder than Lionel Messi’s World Cup performance to gab about. We heard growing fears this week that a downturn might be brewing from various corners of …
via Daniel Lacalle Weakness in Copper persists, and it shows the risks to optimistic global growth and inflation expectations. But something else is happening in gold and copper apart from global slowdown and US dollar strength. THE CHINESE BUBBLE One of the ways …
