via Eric Basmajian Summary Banks are easing lending standards. Despite easing standards, weaker demand was report across nearly every loan category. Banks claim the current shape of the yield curve is not hurting business yet but fear an inversion and the …
via angry bear blog How might a slowdown (not a recession, but a decline in growth to the 1%-2% YoY range in GDP) that I’ve been forecasting for around midyear 2019 manifest itself in the employment arena?One of my mantras …
Dow drops on concerns about global slowdown. Window-dressing ends and selling resumes. Moody's cut 2019 growth estimates by 10% in just three months. pic.twitter.com/b5ec9kn2SM — Daniel Lacalle (@dlacalle_IA) November 9, 2018 https://twitter.com/Techs_Global/status/1060933321109073920 peak US consumer sentiment? pic.twitter.com/yCrAscvyZp — Alastair (@StockBoardAsset) …
Do you think that Canada’s real estate is too expensive? Or should we just take off to our igloo’s, eh?
via Bill McBride A few brief excerpts from a Goldman Sachs research note today: The Housing Slowdown The most likely drivers of the slowdown are higher interest rates and tax reform. CR Note: We discussed these two key headwinds at the …
This article was originally published at Zero Hedge Stock buybacks may be back as blackout session ends, but suddenly companies’ appetite to repurchase their own shares appears to be slowing sharply. After an initial record surge in the amount of US …
last month's carnage was a wake up call that a global slowdown is coming pic.twitter.com/85OvSOC8TO — Alastair (@StockBoardAsset) November 3, 2018 https://twitter.com/OccupyWisdom/status/1058494439616905217 https://twitter.com/epomboy/status/1058523113204396035 ChOTD-11/2/18 Dow: Large Monthly Drops From Highs – Last 100 Years $DJIA $DIA pic.twitter.com/EPafyLIjOF — Dana Lyons …
by Lynette Zang of ITM Trading Between May and October global markets had diverged, with most headed down as the US markets headed up. This is certainly not the first time this has happened. Then as now, the US market dropped to meet …
via ASIA TIMES STAFF A mid tightening financial conditions, the US is facing headwinds going into next year and could see a significant slowdown in economic growth, according to Goldman Sachs. “At this point, our central expectation is that financial conditions …
by FS Andrew Zatlin at Moneyball Economics says two of the three engines of global economic growth are stalling with China, in particular, showing signs of panic borrowing. China Faltering While China has been the greatest contributor to global economic growth …
In your opinion, are real estate prices too high compared to wages where you live? Or is the current level normal? The real estate situation in the U.S. is getting worse. Prices have stagnated in many areas and sellers are …
Do you think the Fed will raise interest rates 1 more time in 2018? There are several ways to look at housing to be able to determine the direction prices will go. We can simply look at the price index …
h/t @StockBoardAsset Germany Warns of Global Slowdown pic.twitter.com/FHWzxb68TB — Alastair (@StockBoardAsset) October 8, 2018 https://twitter.com/andreascseh/status/1049661489760620544 Gordon reacts to recent announcement that IMF cut global growth forecasts for this year and next… pic.twitter.com/x9ZkEfCTo4 — Kevin Muir (@kevinmuir) October 9, 2018 this does …
BY DEB SHAW Following spectacular data in Q3, US economy squeezes out another good quarter Trump’s Iran sanctions drive up crude oil prices, sending inflation expectations higher Despite relative weakness in Q3, expect US dollar to begin rallying in earnest this …
lot of big desks already forecasting global slowdown b/c of trade war — this will reprice US assets in the coming quarters. we are positioned for it pic.twitter.com/0h37FswNep — Alastair (@StockBoardAsset) September 17, 2018 Professionals heading to exits bigtime now…leading …
via Markit Global PMI at second-lowest since November 2016. Slower developed and emerging market growth. Exports and consumer sector see steepest slowdowns. Prices rise sharply. Global economic growth edged lower in August, according to the latest PMI surveys, down to …
via Topdown Charts Something has been happening in the global economy this year – and I say *this year* for good reason. Both the developed and emerging market composite manufacturing PMIs peaked in December last year, and have both seen an almost consistent …
via 720 Global Summary A simple examination of America’s fiscal situation. The growth of Uncle Sam’s debt is significantly outpacing tax revenue. Given default is not an option, how does this unsustainable situation resolve itself? We would like to introduce you …
As US economic ‘hard data’ has collapsed in recent months, US manufacturing and services industries PMIs ‘soft data’ have both tumbled, and preliminary August data extended that streak with slower business activity growth reflected the weakest rise in new order volumes …
via SCMP There used to be a time when Germany’s Bundesbank ruled the monetary policy roost in Europe, poring over manufacturing orders data for vital interest rate clues. Beijing’s planners should be doing the same thing, as German orders foreshadow …
the coming slowdown represented in one chart pic.twitter.com/dQOV2pLP0L — Alastair (@StockBoardAsset) August 18, 2018 https://twitter.com/OccupyWisdom/status/1030987397436194816 9. Tech flows starting to get tired? h/t @StockBoardAsset $SPX $NDX $XLK pic.twitter.com/WJKZg9CIxu — Callum Thomas (@Callum_Thomas) August 18, 2018 https://twitter.com/RooseCapital/status/1030867891359502336 global slowdown pic.twitter.com/mdz4LWFbkU — …
via Ellen Milligan and Alex Longley Time spreads, oil products, currencies are potential indicators Concerns are growing due to warning signs in emerging markets This is supposed to be a year of bumper oil demand, but economic warning signs are flashing across the …
by stockboardasset So, I think a global slowdown is developing in Asia and Europe, along with spreading into emerging markets. The US is the last man standing, as it is the last domino to fall. The one question we ask: When …
The energy sector is starting to price in a global slowdown#OOTT pic.twitter.com/2t3oWGO2PO — Daniel Lacalle (@dlacalle_IA) August 16, 2018 The Emerging Market Sudden Stop: 1. Build massive fiscal and trade domestic imbalances because “we have margin”2. Mirage fades. Capital flights.3. …
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 marketwatch: Redfin stock dives after top exec says sudden downfall is expected to continue in August and September The housing market hit a sudden and “significant” slowdown in the past few weeks that could continue in coming months, Redfin Corp.’s …
by FS Listen to this podcast on our site by clicking here or subscribe to FS Insider by clicking here. Earlier this year, Variant Perception’s Tian Yang told FS Insider listeners that China’s LEIs were turning down “quite sharply”, and we’ve now seen a …
via DANIELLE PARK While stock bulls talk up a “strengthening” economy, consumer spending growth (which drives 70% of GDP in America) has fallen to a 4 ¼-year low even before rising trade tariffs are noted in backward-looking data. Wall Street is …
via Timothy Moore The US central bank will shift to cutting interest rates as soon as 2020, to counter a slowdown in growth as forecast by Capital Economics. “Our long-held hawkish view that the Fed would be forced to hike interest …
State and federal government revenue from commodities and stamp duty is surging, Deloitte says, but trouble is looming via Paul Karp Australian governments are experiencing a surge in revenue that will be undermined by a slowdown in China and a “mini-credit …