via creditbubblebulletin: It would have been a nonevent; inconsequential. Confirming New Cycle Dynamics, the Truss government’s “mini budget” has unleashed absolute mayhem. Pension funds blowing up. Emergency central bank rescue operations. Global market instability. UK’s Treasury Secretary sacrificed after a mere …
Global central banks have officially lost their minds. From synchronized over-easing in 2020 to synchronized over-tightening now. The Bank Of Canada just raised by 1%. The largest rate hike since Aug. 1998.https://t.co/Lx4GMl0ibH pic.twitter.com/U0R8HxbKAb — Mac10 (@SuburbanDrone) July 13, 2022 Bank …
We are heading for what I call GSM: Global Synchronized Meltdown. pic.twitter.com/ByLNKdKS4U — Mac10 (@SuburbanDrone) July 6, 2022 An EM currency crisis will seal the fate of all BTFD gamblers. pic.twitter.com/7Cajqmdg1s — Mac10 (@SuburbanDrone) July 6, 2022 🔻 Financial Conditions …
global synchronized slowdown continues pic.twitter.com/4ENI1qsoOO — Alastair (@StockBoardAsset) April 18, 2019 – Markit Eurozone Manufacturing PMI (AprP): 47.8 (est 48, prev 47.5)– Markit Eurozone Services PMI (AprP): 52.5 (est 53.1, prev 53.3)– Markit Eurozone Composite PMI (AprP): 51.3 (est 51.8, …
China To EU 40FT Shipping Container Rates collapse by 50% from 2018 summer – the world is slowing – synchronized global slowdown in full swing pic.twitter.com/NvqL70WvLY — Alastair (@StockBoardAsset) April 15, 2019 Eurozone’s exports in trouble pic.twitter.com/wRok0exxYF — Alastair (@StockBoardAsset) …
Eric Sprott interviewed by Craig Hemke on The Weekly Wrap-Up March 8, 2019 The latest U.S. unemployment report is in (spoiler alert: it’s not good), the European Union moved to continue QE, and China made a surprising announcement. All this, and—finally!—a new CoT report. …
Remember "Synchronized Growth"? How about synchronized slowdown? Global Composite, Services and Manufacturing PMIs. pic.twitter.com/epid9Ll0JQ — Daniel Lacalle (@dlacalle_IA) February 26, 2019 Why are so many CEOs leaving their jobs at the moment? https://t.co/Q8fNWAXUjl pic.twitter.com/ckG3Ct4hgW — Financial Times (@FinancialTimes) February 26, …
Industrial production is now negative in Japan, EU, US and Mexico — The Long View (@HayekAndKeynes) February 18, 2019 https://twitter.com/GlobalProTrader/status/1097873854427553792 A quick read on economic deceleration–> pic.twitter.com/mzxHfsv5Je — Alastair (@StockBoardAsset) February 19, 2019 Case freight YoY pic.twitter.com/jSGiYSte7o — Teddy Vallee …
When you look at a broad view of the statistics, you start to piece together the bigger picture. Things aren’t the way they seem from the outside. When you skim over the top, when you just read the headlines, when …
by Alexander Trigaux, Editor, GoldSilver It stands to reason that if we have indeed been experiencing an Everything Bubble, we will experience an Everything Collapse. According to Deutsche Bank and Bloomberg, more asset classes have fallen in unison this year …
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 …
The "synchronized growth" mirage is fading. The bond market -like most markets- is a game of relatives. As investors become aware of liquidity and solvency risks in "high yield" and emerging markets, funds flow into US treasuries and dollar assets …
via BBG Lakshman Achuthan, the co-founder of New York-based Economic Cycle Research Institute, talks about the trade spat between the U.S. and China, and the implications for the global economy. He speaks with Kathleen Hays and Haidi Lun on “Bloomberg …
Chart of the Day: "Uncle Sam’s Free Money Drying Up Fast" h/t @DA_Stockman pic.twitter.com/JQaVNxFGsX — Alastair (@StockBoardAsset) May 16, 2018 global synchronized growth narrative collapses pic.twitter.com/8bjvPwWhHx — Alastair (@StockBoardAsset) May 16, 2018 BBG: JPN's economy shrank for the first time …
via Danielle Park The Atlanta Fed is out today with its latest mark down in the US GDP growth estimate for Q1 2018: The GDPNow model estimate for real GDP growth (seasonally adjusted annual rate) in the first quarter of 2018 is 1.9 …