China & Hong Kong economic policy uncertainty is surging — near its highest level since 1990!
via @TaviCosta: But China CDS is at its lowest level since 2008. How do you square this circle?
surging
How Surging Home Prices & Rents Hammer the Real Economy
Wolf Richter wolfstreet.com, www.amazon.com/author/wolfrichter Home prices that rise faster than wages – as they have done for years now – are not a free lunch for the economy. And now … Read more
% of yield curve inversions surging globally; 15 economies now have 30-yr yields lower than LIBOR overnight rates
via @TaviCosta: -% of yield curve inversions surging globally; -15 economies now have 30-yr yields lower than LIBOR overnight rates; -US vs. German 5-year yield spread just broke down from a … Read more
Gold Mining Stocks Are Surging on Global Economic Fears
by Frank Holmes, CEO, U.S. Global Investors Bond yields are crashing in major markets all around the world as fears of a global economic slowdown have prompted investors to seek … Read more
Delinquencies Are Surging As $1.6 Trillion Student Loan Bubble Inflates
by Jesse Colombo U.S. student-loan delinquencies surged in 2018, hitting a record $166.4 billion in the fourth quarter. Bloomberg reports – Delinquencies continued to climb even as the unemployment rate fell below … Read more
Breadth is very strong while stocks are surging. What’s next for stock
by Troy As the S&P 500 makes a sharp upwards reversal towards its 38.2% fibonacci retracement, the U.S. stock market’s breadth is surging and risk-off assets (USD) are falling. This … Read more
Safe havens are surging. What this means for stocks
by Troy While the U.S. stock market has been trending downwards from December 2018 – present, safe havens (e.g. gold and Yen) have been going up. Go here to understand our … Read more
What Will Surging Mortgage Rates Do to Housing Bubble 2? 5% Is Here, 6% Beckons As The Next Target.
Wolf Richter wolfstreet.com, www.amazon.com/author/wolfrichter The average interest rate for 30-year fixed-rate mortgages with conforming loan balances ($453,100 or less) and a 20% down-payment jumped to 4.97% for the week ending … Read more
Stock Prices Are Surging Because Corporations Are Spending More Money On Stock Buybacks Than Anything Else
by Michael Snyder The primary reason why stock prices have been soaring in recent months is because corporations have been buying back their own stock at an unprecedented pace. In fact, … Read more
The gap between implied FX vol for EM (surging) and G7 (still subdued) is extreme, only observed a couple other instances in the last 18yrs
“How stressed are emerging mkts vs developed mkts? The gap between implied FX vol for EM (surging) and G7 (still subdued) is extreme, only observed a couple other instances in … Read more
What Will Surging Mortgage Rates Do to Housing Bubble 2?
Wolf Richter wolfstreet.com, www.amazon.com/author/wolfrichter The impact on homebuyers and the market, in dollars and cents. The average interest rate for 30-year fixed-rate mortgages with conforming loan balances ($453,100 or less) … Read more
Citi Warns That Surging Oil Prices Could Soon Create A ‘Hostile Environment’ For Stocks
via Sam Meredith The price of crude has risen over the past two years, from $26 in 2016 to $77 on Monday, as the balance between supply and demand has been … Read more
Iraq Gets A Modern Political System: Low Turnout, Surging Populism, Potential Chaos
by John Rubino Remember when Iraqis were first able to vote in national elections back in the 2000s, and huge numbers braved terrorist threats to go to the polls and … Read more
People fleeing Democrat sh*thole of Baltimore…..surging homicides, high taxes,failing infrastructure, no term limit politicians, one party
With the U.S. Census Bureau reporting yet another year of population loss for the city, it doesn’t take an investigator to determine the causes. The city’s scary record of … Read more
Corporate debt/GDP return to record highs as yields are surging. This can't end well…
Don’t be scared, the UST10Y could be primed >3% This chart says American’s feel great having less savings. This will not end well.. h/t @StockBoardAsset DB's Torsten Slok points out … Read more
Surging Freight Costs Fire Up Inflation Fears
Wolf Richter wolfstreet.com, www.amazon.com/author/wolfrichter “Pricing power has erupted…” The transportation industry, particularly trucking, has benefited from the rise in retail spending in the fourth quarter and in much of 2017. … Read more