Wolf Richter wolfstreet.com, www.amazon.com/author/wolfrichter Powell, Draghi, Kuroda, et al.: Did ya see this NBER study? This is something we have seen since the Financial Crisis all around us: The concentration and consolidation of corporate market power in entire industries, largely …
via thediplomat: At a meeting in July 2018, the Chinese Communist Party’s Politburo analyzed the current economic situation and proposed stabilizing employment, finance, foreign trade, and investment to tackle external changes and ensure stable economic operations effectively. Within that list, the …
via Marketwatch: The slowdown in global growth bears strong resemblance to a 2015-16 episode that was driven in large part by softness in China. This time around, China’s problems could prove even more damaging, warned economists at Oxford Economics. “The …
Given the sharp slowdown in credit card transaction data, safe to say that retail sales will miss to the downside. $TLT $SPX pic.twitter.com/vHZErtjEE3 — Teddy Vallee (@TeddyVallee) January 29, 2019 Retail sales from First Merchant not looking great. pic.twitter.com/uK2BbC3tCd — …
by Mac Slavo of SHTFplan Tesla’s CEO, Elon Musk sent an email to all employees at 1:20 in the morning and it could very well be the signal of the end times for the company. The email was not positive in tone and …
Do you think that there will be a new upswing in real estate in the spring? Or is the slowdown here to stay for now? Real estate is having a hard time, not just in the US, but globally. It …
The economy itself is slowing down. Markets remain supported by quantitative easing. Is complacency acceptable after what we saw throughout 2018 as well as in the Financial Crisis? All throughout 2017, there was a foolproof strategy. Buy anything and …
by Daniel LaCalle via Mises Wire The recent macroeconomic data of the leading economies point to a widespread slowdown. What is more concerning is not just a logical moderation in the path of growth, but the acceleration in the weakening of economies that …
via MarketWatch: Overhang of excessive corporate debt may weigh on global economic growth: Oxford Economics As worries rise over the outlook for global growth, excessive debt levels are drawing the eyes of nervous investors worried that more countries will struggle …
By Tsvetana Paraskova Oil prices plunged by more than 3 percent on Tuesday morning as rekindled fears of global economic growth slowdown put an abrupt pause to the oil price rally in recent days. At 11:20 EST on Tuesday, WTI Crude was …
Korean exports appears to have collapsed in January – bad news for global EPS growth! 🇨🇳🇰🇷🌍 $KRW pic.twitter.com/q4ThQkQp3O — Martin Enlund ⚡️🦆🚁 (@enlundm) January 22, 2019 pic.twitter.com/48ZTamk4Vh — Alastair (@StockBoardAsset) January 22, 2019 hold on to your pants pic.twitter.com/0Id8dIv7L4 — …
by John Rubino The business cycle has its stages, and they’re usually both predictable and logical. For example, governments tend to generate a lot of tax revenue late in an expansion as more people get jobs and start paying income …
by Michael Snyder We continue to get more confirmation that the global economy is slowing down substantially. On Monday, it was China’s turn to surprise analysts, and the numbers that they just released are absolutely stunning. When Chinese imports and …
So, all that hype about christmas sales was, well, HYPE?!!! Who could have guessed pic.twitter.com/WPJwFkazGN — mcm-ct.com (@mcm_ct) January 10, 2019 Retail is puking all over itself, again pic.twitter.com/VF337CS52R — Alastair (@StockBoardAsset) January 10, 2019 Why are retailers getting crushed? …
Wolf Richter wolfstreet.com, www.amazon.com/author/wolfrichter OK, this is embarrassing in the land of super-stimulus via the ECB’s negative-interest-rate policy and years of QE that were supposed to perform miracles: Production in Germany’s industry, which includes construction, dropped 1.9% in November from …
By Nick Cunningham U.S. shale executives often boast of low breakeven prices, reassuring investors of their ability to operate at a high level even when oil prices fall. But new data suggests that the industry slowed dramatically in the fourth …
Real estate is one of the benefactors of the global central bank easy money policy. Housing prices have gone up faster than penny stocks in some areas, completely defying gravity. Rents have risen as well and unfortunately for buyers, so …
GLOBAL slowdown/recession signals: * Equity markets down sharply YoY * US Treasury yield curve inverting * OECD and China PMIs weakening * Global export orders falling * Air freight down (Hong Kong hub) * Spot oil prices down YoY * …
CNBC, Released on 12/20/18 Robert Shiller is an American economist, academic, and best-selling author. He currently serves as a Sterling Professor of Economics at Yale University and is a fellow at the Yale School of Management’s International Center for Finance. …
via Colby Smith In the decade since the financial crisis, central bankers around the world have taken on the mantle of reinvigorating the global economy. By keeping interest rates low and buying up trillions of dollars’ worth of government bonds and …
Trends Journal, Released on 12/11/18 (Recorded on 12/10/18) Gerald Celente is a pioneer trend strategist and founder of The Trends Research Institute. He is the author of the national bestseller Trends 2000: How to Prepare for and Profit from the Changes of …
Tuesday drop for Dow and S&P biggest since Oct. 10 from CNBC. via CNBC: A bear market — an index decline of 20 percent or more from recent highs — would alter consumer behavior, argues Bleakley’s Peter Boockvar. The last …
Is global real estate slowing down? Or is this just a bump in the road? We are currently in the maximum amount of debt we have ever been in history. Look at it on all levels. It’s never been this …
Please let me know what you’re seeing around you in terms of real estate. Is there a SLOWDOWN in sales? Homes staying on the market longer than in recent years? Please share for everyone to see. This information is priceless. …
a slowdown is already here pic.twitter.com/XWVe85o2QL — Alastair (@StockBoardAsset) November 27, 2018 https://twitter.com/OccupyWisdom/status/1067324055815114752 https://twitter.com/ThomasPace10/status/1067246787168256002 pic.twitter.com/KGLawyIa3P — M/1_LP (@MI_Investments) November 27, 2018 pic.twitter.com/jwx6gGbuDi — M/1_LP (@MI_Investments) November 27, 2018
every time oil prices crash like this – a slowdown comes, and central banks bail out the world in a synchronized fashion – this time it might be harder pic.twitter.com/PEwhDa4IwX — Alastair (@StockBoardAsset) November 23, 2018 The market is telling …
If you are looking for slowdown signals in the US today is your day. Within the US' durable goods report the focus is on the non-defence capital goods orders ex aircraft – the "core" figure, which are a good lead …
JP Morgan economists said the economy should grow at a slower pace of 1.9 percent from the fourth quarter’s year over year rate of 3.1 percent. They point to reduced stimulus from fiscal and monetary policy and negative drag from …
Chris Gaffney, president of World Markets at TIAA Bank joins Remy Blaire at the NASDAQ MarketSite to weigh in on global growth expectations heading into year-end. Gaffney offers his take on the trajectory for the Federal Reserve and considers the …
For all this talk of RU and China dumping UST like their holdings are going to zero1. Russia isn't even in the top 30 (what they hold is negligible) 2. China UST holdings still outweigh the rest of the planet …