How is it that even Germany needs an economic stimulus?
by Shaun Richards Sometimes we have an opportunity like the image of Janus with two heads to look at an event from two different perspectives. This morning’s trade data for … Read more
stimulus
Dovish Fed, China stimulus won’t do the trick – Bulls looking for repeat of 2016 stock-market rally will be disappointed: Morgan Stanley
via marketwatch: U.S. stocks continue to rally in the face of steadily falling earnings estimates, leading some market commentators to draw comparisons to 2016, when equity markets rose amid a corporate earnings … Read more
ZH: “China Premier Vows No Massive Stimulus as Beijing Launches Massive Stimulus”
via Zerohedge: When it comes to China, the past decade revealed two things beyond a shadow of a doubt: i) all of the country’s economic data is utterly meaningless as … Read more
Stimulus Won’t Be Enough This Time | Matt from Silver Fortune
Matt from Silver Fortune interviewed by Elijah Johnson of Silver Doctors Gold and silver have undergone a significant downturn the last few weeks. But with the Fed continuing in an easing direction, Matt from Silver Fortune … Read more
US Dollar Jumps to 52-Week High in Cleanest-Dirty-Shirt-Syndrome on New ECB Stimulus, as Old ECB Stimulus Fails to Stimulate
Wolf Richter wolfstreet.com, www.amazon.com/author/wolfrichter The real worry is the economy in the Eurozone. The Dollar Index (DXY), which tracks the dollar against the euro, yen, pound sterling, Canadian dollar, Swedish … Read more
Rising Risks, Diminishing Returns, Endless Stimulus: Bank of Japan’s No Way Out
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 … Read more
Immediately After Vowing to End Stimulus, ECB Discusses New, Powerful Stimulus
via Reuters: European Central Bank policymakers are likely to debate new multi-year loans to banks, a potent stimulus tool, in the months ahead as they navigate a “fragile and fluid” global … Read more
China’s Last Grand Stimulus Project
By Harry Dent I see China as the center of the greatest bubble period in modern history. The emerging world has been on an urbanization tear, especially since 1980, and … Read more
Kyle Bass: Without $1T in Infrastructure Stimulus, We’re Headed for Recession
Interview with Hayman Capital Founder, Kyle Bass. Bass says 1$ trillion infrastructure stimulus is needed or US will hit a recession. Global recession before US recession. Watch Germany for EFA. … Read more
After Massive Stimulus That Has Failed to Stimulate, EU Has No Easy Answers
FRANKFURT (Reuters) – European Central Bank policymakers are debating ways to wean the euro zone off years of easy money, floating ideas such as a new kind of multi-year loans … Read more
Same Old ECB, Same Old Draghi: Even After “Stimulus” Ends, There Will Still Be Stimulus
via fxstreet: Below are some key highlights from the introductory statement delivered by Mario Draghi, President of the ECB, at the ECON committee of the European Parliament, Brussels, 26 November 2018. The data … Read more
The response to the 2008 economic crisis relied far too much on monetary stimulus, and far too little structural reform. The next crisis could come soon – and include large-scale military conflict
via interest.co.nz: The next economic crisis is closer than you think. But what you should really worry about is what comes after: in the current social, political, and technological landscape, a … Read more
“Stimulypto! How The Federal Reserve’s Stimulus Model Is Like A Block Of Sugar”
via confoundedinterest: Following The Great Recession and the financial crisis, The Federal Reserve enacted their zero-interest rate policy (ZIRP) and started buying Treasury Notes and Agency MBS. QE1, the first round … Read more
Big Picture: Bubbles Are Popping, but Stimulus Is Keeping Us Afloat
by FS We’ve seen several flash crashes and bursting bubbles this year, accompanied by frothy activity popping up in various sectors and asset classes. This time on the Big Picture, we … Read more
In Other News, Water Wet, Fire Hot, Japanese Central Branker Urges More Stimulus
A Bank of Japan (BOJ) board member criticized the central bank’s decision in July to make its policy framework more sustainable. Goushi Kataoka argued that the BOJ should have instead … Read more