Stock Market Risks Pile Up After Record-Setting Earnings Season (Bloomberg) — Delta cases. Inflation. Fed tapering. China’s crackdown. These are among the reasons why investors could soon get more nervous about this stock market. The S&P 500 hit another record …
by Martin Armstrong This bipartisan deal on new infrastructure spending that President Biden has reached this week with a group of “moderate” Democrats and “liberal” Republicans in the Senate represents a significant departure with respect to the Internal Revenue Service. …
by confoundedinterest17 (Bloomberg) — The rate on overnight general collateral repurchase agreements opened at negative levels Thursday, an indication of the unrelenting flood of cash into funding markets. It may also portend another increase in volume at the Federal Reserve’s reverse repo …
by Charles Hugh-Smith If you wanted to design a system guaranteed to collapse in a putrid heap, you’d make moral hazard ubiquitous and you’d make the system 100% dependent on a hubris-soaked faux savior. For the past 22 years, every …
U.S. Customs and Border Protection purchased technology that vacuums up reams of personal information stored inside cars, according to a federal contract reviewed by The Intercept, illustrating the serious risks in connecting your vehicle and your smartphone. The contract, shared …
by Mac Slavo of SHTFplan The shipping industry is seeing the biggest spike in lost containers in seven years. Shipping containers are plunging into the ocean in overwhelming numbers threatening to overwhelm the supply chain and increase already rising prices. If you haven’t …
The Market Is ‘Completely Ignoring’ Serious Risks with U.S.-China Relations: Stephen Roach Warns As Wall Street focuses on earnings season, former Morgan Stanley Asia Chairman Stephen Roach sees danger lurking abroad. Biden Seeks Closer Ties with Japan as the U.S. …
Chris Puplava, Chief Investment Officer for Financial Sense Wealth Management, covers the economic outlook and a wide range of leading indicators for the official CPI inflation indicator. Chris discusses what this likely means for monetary policy, emerging market risks, and …
by jessefelder In preparing for an interview with Macro Voices this week, I put together a brief chart book. The following is a preview of what I’ll be discussing with Erik Townsend on the podcast. Part of the runup in stock prices over the …
From Birch Gold Group A couple of weeks ago, we reported on various examples of stock market mania that have exploded in 2021. Now it’s time to examine a major event that could be a clear harbinger for “the big one” to come. …
World trade unlikely to grow much in 2019, regardless of any US-China deal. And risks lie to the downside – producers of electronics might reduce output further to reverse record stockbuilding in these highly-traded goods. See our Global Economics Update: …
by confoundedinterest17 Fed Chair Jerome Powell is singing “Take it easy.’ The Federal Reserve risks stoking the same sort of asset bubbles that Chairman Jerome Powell has linked to the last two recessions with its new-found eagerness to fan inflation. The Fed’s …
by Dennis Miller Historically, funds holding investment-grade bonds have been considered a safe investment. Lending money to hundreds of well-known companies had little chance of major default and provided interest income. Has your broker mentioned new risks emerging? Bonds ratings fall …
via marketwatch: We believe the housing industry is at risk to face a perfect storm. Demand 1. The rate of household formation remains consistently below its long-term trend of 1.2 million a year. Several factors account for this. The U.S. birthrate …
by Troy Today’s biggest news was that the Fed predicts no more rate hikes this year. Given that we are extremely late in this economic expansion cycle, this probably means that the Fed is also done hiking rates for this …
Wolf Richter wolfstreet.com, www.amazon.com/author/wolfrichter Crackdown on lending shenanigans and bank misconduct plus an onslaught of new condos at worst possible time worry the RBA. The Reserve Bank of Australia has kept its policy rate at the historic low of 1.5% …
Wolf Richter wolfstreet.com, www.amazon.com/author/wolfrichter On the surface, consumer debt is a smaller risk factor than it was before the Financial Crisis. But the averages conceal the reality that income & wealth disparities leave in their tracks (11 minutes):
via dailyreckoning: Since the end of QE and the “taper” in October 2014, the Fed has been trying to “normalize” their balance sheet and interest rates. The balance sheet needed to be reduced from $4.5 trillion to about $2.5 trillion through …
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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 Martin Armstrong There is a new and very serious data scandal rising up with iPhones that Apple is being asked to shutdown. There are a number of major companies who are now secretly recording your every move on their iPhone apps …
via marketwatch: An escalating trade war, a hard landing in China, and Brexit could prompt a global recession U.S. investors are once again paying attention to the dark clouds gathering over the global economy, with reason to fear that the next …
via CNBC: Covenant quality, or the protections lenders get in the leveraged loan markets, reached a historic low in the third quarter. Former Fed Chair Janet Yellen warned last month that investors in the space face dangers similar to what …
via Reuters: The Bank of Japan cut its inflation forecasts on Wednesday but maintained its massive stimulus program, with Governor Haruhiko Kuroda warning of growing risks to the economy from trade protectionism and faltering global demand. Rising pressure from the trade …
With 18.7m followers and a roster of fans that includes the Kardashians and Naomi Campbell, the Instagram page of beauty company Anastasia Beverly Hills offers crafty demonstrations of how to use its products to get the perfect eyebrows and lips. In one …
BY JOHN MAULDIN A Federal Reserve policy mistake is our top risk this year. Correction: The mistake is already happening. So that’s less a forecast and more a recognition of reality. The Fed is raising rates and reversing its quantitative easing. At the …
by Jesse British PM Theresa May’s Brexit proposal went down to an historic defeat in Parliament today. There will be a no confidence vot tomorrow but that seems largely perfunctory. No one wishes to sit in that hot seat, and …
