via businessinsider: As concerns of a slowdown in global growth swirl, some experts on Wall Street are suggesting investors bulk up on defensive holdings. Goldman Sachs just told clients to “increase portfolio defensiveness,” and Bank of America said investors’ exposure …
Sears is closing 80 more stores in March. Manufacturing has declined. Trump tweeted that the gas prices are low, Trump is using all the tricks the DS and the CB have used in the past. He lowered the gas prices …
Global Growth Is Slowing pic.twitter.com/JxBKPtt4Xa — Alastair (@StockBoardAsset) December 16, 2018 Big news topic in Canada pic.twitter.com/Ypb4jsxiqm — Tracy Shuchart (𝒞𝒽𝒾 ) (@chigrl) December 14, 2018 US economy will be rapidly slowing into 2019 pic.twitter.com/NGnM1h3H9y — Alastair (@StockBoardAsset) December 16, …
Original Post Jeffrey Gundlach’s DoubleLine Total Return Bond Fund webcast for the month of December 2018, discussing the how the global growth is slowing. TAB I – GLOBAL ECONOMY “Scared sick looking at it” – Ernest Hemingway MSCI ACWI and Central Banks …
via Matías Salord Bill Diviney Senior Economist at ABN AMRO, points out that current US growth rates are not sustainable. They see that cooling investment, fading fiscal stimulus, and Federal Reserve tightening are likely to drive a slowdown, but not a recession. Key …
by Shaun Richards This morning has seen a barrage of economic data released by the National Bureau of Statistics in China. This gives us an opportunity to see if they are catching the economic cold that we have been …
by Shaun Richards A feature of recent times has been the way that economic growth forecasts have been trimmed somewhat. This morning has already seen two examples of that as the Swiss National Bank has suggested it will fall from …
In a rapidly slowing economy, wall street now bets it all on Fed that Powell can save the party — Alastair (@StockBoardAsset) December 7, 2018 https://twitter.com/alexdgn/status/1070974562349785088 bad news seems like it good news again. horrible jobs data put bid in …
"We are near the period where the Fed attempts to persuade Wall St. all is well despite history showing pauses in rate hikes are an acknowledgment of a slowing business/profit cycle," h/t @CoryLVenable pic.twitter.com/W1PJkaJinW — Alastair (@StockBoardAsset) November 28, 2018 …
With no major move in interest rates and continued weakness in home affordability, there was not a lot of incentive for homebuyers to make a move last week, and there was even less for homeowners looking to save money on …
Apparently, planned obsolescence is not profitable enough for the cell phone oligopoly, so they have implemented proactive obsolescence. Also, note how the US MSM largely ignored this story. via theguardian: Apple and Samsung are being fined €10m and €5m respectively in Italy for …
Canada’s housing market is imploding, growth is slowing and it will eventually go negative like it did back in the 80’s. Caterpillar once again is reporting weakening sales. The manipulation is coming to an end. Conspiracy no more for gold. …
CNBC, Released on 10/22/18 Mohamed El-Erian, Allianz chief economic advisor, speaks with CNBC’s “Squawk on the Street” about his take on the global economy and how investors should approach markets that can no longer count on consistent support from central …
Banks’ Golden Deposits Are Heading Out the Door Customers are starting to move their money out of deposits that pay no interest, posing a big risk to bank profits There’s less free money to go around for banks. After nearly …
by QuantalyticsResearch US Stocks Global stocks are declining this morning following yesterday’s positive start to the month as investors shift their focus to a slowing global growth outlook and the start of 3Q earnings season US stocks index futures are pointing to …
by WARREN MOSLER Highlights A marginal headline gain of 0.1 percent in construction spending masks significant declines in residential spending during August. Residential spending fell 0.7 percent in the month to more than offset a 0.2 percent rise in July. …
via RTRS Euro zone business growth slowed more than expected this month as fears over a trade war with the United States and a weaker global expansion put another dent in optimism, a survey showed on Tuesday. But growth remained …
#JAPAN JUN PRELIMINARY PMI MANUFACTURING: 53.1 V 52.8 PRIOR *Export orders index declines for first time since Aug 2016 in a warning sign about overseas demand❗ *Link: https://bit.ly/2K6u9K0 COPPER: down -17.5% in 2018, the Chinese have not been able to …
China is slowing down WITH a monster stimulus Cartoon of the Day: Misplaced Fear #China $FXI #EmergingMarkets #GrowthSlowing $EEM https://app.hedgeye.com/insights/68864-cartoon-of-the-day-misplaced-fear … Emerging Market Currencies Are Not Suffering Due To Foreign Evil Forces… Evil Monetary Imbalances Built Year After Year, Rather. …
TradersChoice.net, Released on 6/24/18 Lots of folks are saying that this fall, around September, could be the blow up! They probably won’t be able to keep it up until the midterms…especially not taking into account a black swan event that …
Hedgeye, Released on 6/8/18 European stocks bounced recently and the central planners and Old Wall media took a victory lap, declaring the threat of #EuropeSlowing was over. Don’t get sucked in. According to Hedgeye CEO Keith McCullough, there’s plenty of …
Deutsche Bank, Brazil, Turkey, EU Growth Slowing, EM dollar shortage, global Gov't Yields moving higher, trade wars, Fed balance sheet roll off, nearing end of the credit cycle, ect… Jesus help us all — Alastair (@StockBoardAsset) June 7, 2018 WOW …
Global growth now hamstrung by a moderate but unmistakable slowdown in economic momentum in Europe and elsewhere. https://twitter.com/WSJCentralBanks/status/1003671616197414912 Billionaire Investor Cooperman Says He Would Sell Stocks “I think that inflation and interest rates will catch up to the market as …
via Austrolib Summary The rate of increase of bank loans has slowed to a trickle since February 2016. When bank loans shrink, a recession often follows due to prolonged low monetary growth. With the 10Y-2Y yield spread falling back down to …
Debt bubbles Guest’s website: http://www.jugglingdynamite.com/ Produced by https://www.HoweStreet.com
by Martin Armstrong The Atlantic current is slowing down dramatically. A team of scientists says it is the weakest in 1600 years. Naturally, they attribute it to humans who are driving their cars and heating their homes which is melting the ice …
The Global Economy Is Slowinghttps://t.co/F1wuhNPhRP — Daniel Lacalle (@dlacalle_IA) April 17, 2018 Credit card defaults hit 6 year high. (S&P/Experian Default Index) Credit risk seems abundant. pic.twitter.com/3bsdGSegf1 — Mark Johnston (@CovfefeCapital) April 17, 2018 https://twitter.com/_globalmacro/status/986206993735090176 "60+ day delinquency rate of …
by Shaun Richards Until last week the consensus about the German economy was that is was the main engine of what had become called the Euro boom. Some were thinking that it might even pick up the pace on this. …
Despite what the media is projecting, it is my first belief that markets are in a state of fear that central banks are going to reverse course on their easy money policies and that’s why the markets are falling. What’s …
