Jeffrey Gundlach CEO of Doubleline Capital discusses risk factors for investors including corporate debt, national debt, bond maturity and the next recession. JEFFREY GUNDLACH: I’m not so sure that the market has an opinion where the Fed’s going to is …
by Michael Lebowitz Recently, Wall Street and the Financial Media have brought much attention to the flattening and possible inversion of the U.S. Treasury yield curve. Given the fact that an inversion of the 2s/10s Treasury yield curve has predicted …
via thetimes.co.uk: Almost a third of European credit investors fear that the global economy is heading for recession, according to a client survey by Bank of America Merrill Lynch. Investors’ biggest concern in February was a “global recession”, with 33 per …
EU Juncker says there might be a BREXIT delay, the UK is still reporting that the split my end up in a no-deal BREXIT. The US economy has been protected against a recession risk. The next phase is to have …
The clip above features a few highlights from “The Macro Show” with Hedgeye CEO Keith McCullough. Every weekday morning at 9:00am ET our non-consensus macro team distills the latest global market and economic developments and how to position yourself accordingly. …
The credit markets are stalling, this is a sign that we are close to a recession. The markets are still increasing, moving towards an all time new high. China car sales in January declined the most in 7 years, China …
by Michael Snyder Economic numbers all over the world continue to get worse, and as you will see below, even New York Times columnist Paul Krugman is now warning of “an unavoidable global recession”. Unfortunately, most Americans still have absolutely no …
Last week in #projectfear: – Piss off Japanese & Chinese; – No closer to Brexit deal; – Labour splits; – TM defeated in pointless vote; – Honda announces closure of plant; – UK econ growth hits 6 yr low; – …
We Are Close To The End Of The Tactical Rally – Credit Suisse strategists via reuters pic.twitter.com/AJ1UwZceS3 — *Walter Bloomberg (@DeItaone) February 18, 2019 China’s slow down in a picture UGLY! pic.twitter.com/rRUDdk5UhK — mcm-ct.com (@mcm_ct) February 18, 2019 Sales of …
by Charles Hugh-Smith The smart money is liquidating assets, paying off debt and moving capital into collateral that isn’t impaired by debt or speculative valuations. The Federal Reserve’s sudden return to “accommodative” dovishness in response to the stock market’s swoon …
by Lance Roberts It is often said that one should never discuss religion or politics as you are going to wind up offending someone. In the financial world it is mentioning the “R” word. The reason, of course, is that it is …
by Tho Bishop via Mises Wire Today Jerome Powell got out of the beltway and enjoyed some southern hospitality at Mississippi Valley State University, speaking at the Hope Enterprise Corporation Rural Policy Forum. Most of the Fed Chairman’s talk was dedicated …
by Mac Slavo of SHTFplan In a new survey, a majority of small business owners think that another recession is coming, and soon. Over half of small business owners surveyed believe that the recession will happen in the next year. Likely using their …
by Charles Hugh-Smith The banquet of consequences is now being served, but the good seats have all been taken. As I discussed in We’re Overdue for a Sell-Everything/No-Fed-Rescue Recession, recessions have a proximate cause and a structural cause. The proximate cause is …
via upfina: It should be no surprise to investors that earnings estimates for both Q1 2019 and full year 2019 have been cratering. We have been discussing this story for a few months in our articles. The latest estimate from FactSet …
Wolf Richter wolfstreet.com, www.amazon.com/author/wolfrichter “A development that is surprising during a strong economy and labor market”: New York Fed Serious auto-loan delinquencies – loans that are 90 days or more past due – surged to 4.47% of total auto loan …
Join Mike Maloney as he explores the question of whether or not the United States has already entered recession territory.
by John Rubino Mike Maloney: Are we in a recession already? … Lynette Zang: “QE to infinity: will be the new normal … David Morgan: Silver will shine again … Max Keiser: Are we back on a gold standard? … …
by Thinker Information about the how our economy has been redefined since the 2008 financial crisis. Two major shifts stand our 1 the rise of localized economic prosperity sections where economies have remained relatively strong. Rents are up wages are …
by Troy As the S&P 500 stalls at its 200 day moving average, recession probabilities are rising according to the New York Fed. Let’s look at what this means for the stock market. Go here to understand our fundamentals-driven long …
by Dave For some reason, I forgot to check my favorite pre-recession indicator after the January Nonfarm Payrolls number was reported last Friday: “Working part time/economic reasons.” See the chart below. its a “quarterly” chart, so the moves stand out …
from Jason Hartman’s Creating Wealth Jason Hartman takes today’s episode to look at inflation, the trade war, and how the economy lags behind things like these. To help him with that dissection he brings in one of the new additions to …
by Chris Martenson We’ve arrived at the end of the line Wikimedia We’ve enjoyed years of “recovery” since the Great Financial Crisis by literally papering over our problems with newly-printed money, instead of addressing their root causes. But we’ve now …
by Jesse Colombo Business Insider published a piece this week called “China’s hopes of becoming the world’s largest economy are hitting a major roadblock“: China’s economy is growing at its slowest pace in nearly three decades, and some economists say …
by Charles Hugh-Smith I’m seeing lifestyles that are out of stock and no longer available, even in China. Though every recession is unique, all recessions manifest in similar ways in the real economy. By real economy, I mean the on-the-ground economy we …
The ECB’s QE make low income households richer…my goodness I feel sorry for anyone who actually believes this garbage.
With German retail sales having fallen by a considerably bigger margin than expected in December, and a cut in 2019 gross domestic product (GDP) estimates, from Germany’s own Economic Ministry, IGTV’s Jeremy Naylor look at the recession potential for the …
via theguardian: Its populist leaders said they were on the cusp of an economic miracle to rival the 1960s, but debt and uncertainty intervened Sharing his predictions on the economy less than a month ago, Luigi Di Maio, the Italian deputy prime …
This is a comprehensive breakdown of what’s happening in Italy right now. I go through several factors which highlight some of the issues plaguing Italy at this time. Do you think there will be more bank failures and more bailouts? …
From Birch Gold Group There are lessons from the 2008-09 recession that the banking industry should have taken note of to prevent egregious lending errors from happening again. But it looks like those lessons were ignored, and history may naively repeat …