The ratio of Nasdaq 100-to-Russell 2000 is now retesting the peak of the tech bubble levels. This situation, similar to today, where smaller companies perform poorly compared to large-cap companies, was a critical precursor of the tech bust. An important …
Nomi Prins: Broadcast Interview – Available Now Nomi Prins is an American author, journalist, and Senior Fellow at Demos. She has worked as a managing director at Goldman-Sachs and as a Senior Managing Director at Bear Stearns, as well as having …
by confoundedinterest17 Remember when former Fed Chair and current Treasury Secretary Janet Yellen said that inflation was transitory? As usual, Yellen was wrong. Look at April’s new home sales. Up 4.1% since March even through M2 Money growth has collapsed. …
by Appropriate_Meat2715 Japan’s economy has been struggling with deflation and low growth for decades, despite the efforts of the Bank of Japan (BOJ) to stimulate demand and inflation through ultra-loose monetary policy. However, recent data suggests that Japan’s inflation is …
by Stetru_12 As described in the title, as rate hike expectations for June just rose, and rate cuts expectations for this year just dropped, if Powell comes out today to confirm there will be no rate cuts this year and …
by bitkogan There are plenty of reasons for a decline: The rising dollar. Increasing bond yields (due to the anticipation that there will be further rate hikes) Unchecked inflation. An ongoing banking crisis. Severe problems in the commercial real estate …
by Dismal-Jellyfish Source: https://www.cftc.gov/PressRoom/PressReleases/8703-23 Commissioner Caroline D. Pham announced today the 2023-2025 proposed work program for the Commodity Futures Trading Commission’s Global Markets Advisory Committee (GMAC), including the Global Market Structure Subcommittee, the Digital Asset Markets Subcommittee, and the Technical Issues …
Overall Brazilian equities are now at their most undervalued levels since the impeachment of the president in 2016. Additionally, these stocks are being traded at similarly low multiples as they were during the global financial crisis. Unlike US markets that …
by BoatSurfer600 Sagar Singh DAILY TREASURY BALANCE REPORT
Car Repos are showing up in large numbers at used car dealer auctions! The used car lending market could be in trouble. If people can’t pay for their cars then dealers and banks will take huge hits! h/t Toad …
All FAANG stocks have already reported earnings, and median revenue growth confirms the gradual long-term declining trend, which is now approaching negative levels. To be clear, this data is calculated in NOMINAL terms! In other words, the recent upsurge in …
https://twitter.com/BernieSpofforth/status/1654090844717064192?ref_src=twsrc%5Etfw h/t PURA SANGRE
Thus far, one of the key takeaways from this earnings season is that profits have begun to disappoint while revenues have remained resilient. This is a common trend during a business cycle downturn. According to historical data, changes in EPS …
Bank of Japan Gov. Haruhiko Kuroda changed the course of global markets when he unleashed a $3.4 trillion firehose of Japanese cash on the investment world. Now Kazuo Ueda is likely to dismantle his legacy, setting the stage for a …
by BoatSurfer600 The chart of the S&P 500 for the last 20 months says it all Credit: John Galtfla
by OptionsKing–CFTC I’m going to list off 10 reasons to legitimately be bearish for the markets right now. If there is any one thing I’d like you to comment on if you are bullish for the markets (especially regarding the …
by BoatSurfer600 What are the markets preparing for? The US Bond markets are under siege as the extreme front-end rates have decoupled. The 1M T-bill is now at 3.89%, and the 3M T- Bill is now at 5.20%. The spread is …
by Quant2011 In every region they are larger, meaning that productive assets (stocks) are valued less than non-productive , electronic ledger entries, impostors of real money: https://seekingalpha.com/article/4594039-global-etf-market-facts-3-things-to-know-from-q1-2023 Gold ETFs in North Am are only 1727 tonnes, 55M oz, worth just $110 …
Guest Post by Ronnie Stoeferle at GoldSwitzerland.com: There is a good reason why the Chinese understand the saying “May you live in exciting times!” as a curse. Economic and (geo)political developments in recent weeks and months have indeed been exciting. …
By Matthew Piepenburg In this compelling conversation with Wealthion founder, Adam Taggart, Matterhorn Asset Management principal, Matthew Piepenburg, addresses the current and vast range of headline market topics, signals and risks. Inflation, deflation, risk assets, bond stress, cryptos, war, bank …
https://twitter.com/_/status/1643990919262388227 The purchasing power of the US Dollar has decreased by 97%. If it were a cryptocurrency, we would call it a shitcoin. pic.twitter.com/zxcFOb07Qt — Chairman (@WSBChairman) April 6, 2023
The prolonged period of loose monetary policy after the global financial crisis equated to central banks “nationalizing bond markets,” and meant policymakers were slow off the mark in containing inflation over the past two years, according to HSBC Senior Economic Adviser Stephen …
HONEST QUESTION: Many expect the Fed's interest rate hikes to "break something important", forcing a policy pivot The market expects the Fed to pivot by June, cutting rates thru the year (see chart) So if a crisis bad enough to …
JAPAN 10 YR BOND DIDN'T TRADE ALL DAY, THE FIRST TIME IN A MONTH. — FinancialJuice (@financialjuice) March 27, 2023 In a Nuclear blow to the UBS, the Western financial System is collapsing – Deutsche Bank on verge of bankruptcy. …
by GoldCore Central banks seem to be on a credibility drive at the moment. Last week it was the ECB, yesterday it was the Fed and today it was the Bank of England. All of them are on a mission …
View post on imgur.com View post on imgur.com https://finance.yahoo.com/quote/CSGN.SW/ View post on imgur.com h/t dr0id
by confoundedinterest17 Well, the banking fiasco CREATED BY THE FEDERAL RESERVE is still with us. Why? Because the FDIC guaranteed deposits above $250,000 for the first time in history, bailing out millionaires/billionaires. I call this Crony Socialism (but I repeat …
