Home » Economics (Page 226)
Category Archives: Economics
Rabobank: Our Coronavirus Base Case Is Rapidly Shifting From “Bad” To “Ugly”
Rabobank: Our Coronavirus Base Case Is Rapidly Shifting From “Bad” To “Ugly” Regular readers will know that our four projected COVID-19 scenarios were “Bad, Worse, Ugly, and Unthinkable”. Current news today suggests risks that the base case is rapidly shifting from “Bad”, meaning only China is impacted, to “Ugly”, where both emerging Asia and developed economies see […]
Recession “Tipping Point” Triggered: 10Y Yield Crashes Below 1.40%; Countdown To 0% Rates Begins
Recession “Tipping Point” Triggered: 10Y Yield Crashes Below 1.40%; Countdown To 0% Rates Begins Last night, when the implied 10Y yield (Japan was closed) dropped to just 1 basis point above 1.40%, we said that we are literally this close from BofA’s “tipping point” for the 10Y Treasury, below which a recession is virtually assured according […]
I’ve seriously tried to believe capitalism and the planet can coexist, but I’ve lost faith
I’ve seriously tried to believe capitalism and the planet can coexist, but I’ve lost faith As the Productivity Commission confirmed this week, Australia’s economy has enjoyed uninterrupted growth for 28 years straight. Specifically, our output of goods and services last financial year grew by 2%. Economists obviously see the growth of a national economy as good news […]
When Will We Admit Covid-19 Is Unstoppable and Global Depression Is Inevitable?
When Will We Admit Covid-19 Is Unstoppable and Global Depression Is Inevitable? Given the exquisite precariousness of the global financial system and economy, hopes for a brief and mild downturn are wildly unrealistic. If we asked a panel of epidemiologists to imagine a virus optimized for rapid spread globally and high lethality, they’d likely include […]
Black Monday: Dow Futures Down 800, Europe Crashes Most In Four Years; Gold, VIX Soars
Black Monday: Dow Futures Down 800, Europe Crashes Most In Four Years; Gold, VIX Soars And just like that the complacency is gone with a bang. With traders having learned to ignore coronavirus news thanks to manipulated and fabricated new case “data” out of China showing the pandemic was easing, on Monday markets got a […]
Adapting to a Fast-Forward World
Adapting to a Fast-Forward World The world is going through a period of accelerating change, as four secular developments illustrate. Firms and governments must make timely adjustments, not only to their business models and operational approaches, but also to both their tactical and strategic mindsets. LONDON – Firms and governments must increasingly internalize the possibility […]
Supply Chain Disruptions Impact on Global Growth
Supply Chain Disruptions Impact on Global Growth In a previous post, we mentioned that stagflation is a risk that central planners are ignoring. However, this risk is not just an isolated challenge focused on economies like Mexico, India or Argentina. Even in countries like Germany and Japan the trend of inflation, particularly in non-replicable goods, […]
The Turn?
The Turn? Did markets just hit a key wall and are ready for a much overdue turn? That’s the question we want to explore from a technical perspective following the sudden reversal action on Thursday and Friday as action at a key technical juncture may suggest a shift in character. Let me make perhaps a […]
Mapping out the Banking Elite’s Goal for a Cashless Monetary System – Part Two
Mapping out the Banking Elite’s Goal for a Cashless Monetary System – Part Two In the first part of this article we traced the development of the ‘Utility Settlement Coin‘ – a project that began in 2015 and which has now evolved through the inception of a consortium called Fnality International. Fnality are comprised of a number […]
The Cost of Covid-19 Quarantine: Would You Be Financially Prepared?
The Cost of Covid-19 Quarantine: Would You Be Financially Prepared? As the world tries frantically to contain a rapidly spreading outbreak of Covid-19, schools, public venues, tourist attractions, and workplaces are being closed in an attempt to keep even more people from contracting the illness. Quarantines and self-isolation protocols are also being instituted across the […]
When Bubbles Pop, Only the First Sellers Escape Being Bagholders
When Bubbles Pop, Only the First Sellers Escape Being Bagholders Hapless bagholders have two options: buy the dip and be destroyed, or hang on hoping for a reversal and be destroyed. One often overlooked characteristic of the current stock market bubble is the extremely small exit for sellers trying to avoid becoming hapless bagholders. Bubbles always […]
The Collapse Of This Historic Correlation Suggests A Major Crisis Is Imminent
The Collapse Of This Historic Correlation Suggests A Major Crisis Is Imminent A lot of digital ink has been spilled in recent days over the perplexing reversal of the Yen, which for years was seen by the market as a “flight to safety” trade (as unexpected crisis events would prompt capital repatriation into Japan or […]
Peter Schiff: Gold Is Your Only Alternative
Peter Schiff: Gold Is Your Only Alternative Which will outperform in 2020? Gold? Or Equities? Peter Schiff joined a moderated debate on the subject at the Orlando Money Show. Peter teamed up with Rick Rule to argue for gold, against Louis Navellier and Jeffrey Saut, who contend the stock market is still the place to […]
‘Weak Start To The Year’ – Maersk Warns Paralyzed Chinese Factories To Damage Global Economy
‘Weak Start To The Year’ – Maersk Warns Paralyzed Chinese Factories To Damage Global Economy A.P. Moller-Maersk A/S, the world’s largest container shipping company, warned Thursday that the Covid-19 outbreak in China, and quickly spreading across the world, would hit earnings this year. Maersk said factories in China are currently operating at 50-60% of capacity because the economy has ground […]
