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Is Powell Playing Fed Games?
Is Powell Playing Fed Games? The Federal Reserve will be adding assets to its balance sheet again, but Powell insists it’s not “quantitative easing” The Federal Reserve will be adding assets to its balance sheet again, but Powell insists it’s not “quantitative easing”James GorrieWRITEROctober 10, 2019 Updated: October 10, 2019Share Apparently, the “repo market” purchases by […]
Monetary failure is becoming inevitable
Monetary failure is becoming inevitable This article posits that there is an unpleasant conjunction of events beginning to undermine government finances in advanced nations. They combine the arrival of a long-term trend of rising welfare commitments with an increasing certainty of a global-scale credit crisis, in turn the outcome of a combination of the peak […]
Did Everything Just Change?How material are this week’s QE & China deal announcements?
Did Everything Just Change?How material are this week’s QE & China deal announcements? It’s hard to imagine a more euphoric end to the week for bulls. Two weeks ago I issued a report titled Realistically, What’s Left To Power Asset Prices Higher? which claimed the bulls only hope was for a near-term resumption of QE (quantitative easing, aka “money […]
Getting Real About Green Energy: An honest analysis of what it CAN’T promise
Getting Real About Green Energy: An honest analysis of what it CAN’T promise I want to be optimistic about the future. I really do. But there’s virtually no chance of the world transitioning gently to an alternative energy-powered future. These Are The ‘Good Old Days’ I’m often asked where I stand on wind, solar and […]
More Black Swans Arrive As U.S. Debt Balloons $800 Billion In Two Months
More Black Swans Arrive As U.S. Debt Balloons $800 Billion In Two Months The rate at which black swans are showing up in the world should scare the hell out of people. But, unfortunately, everyone seems to be lost in the highly complex technology of I-phones, computers, social media, and the telly to notice that […]
In Memoriam: Reality
In Memoriam: Reality The Golden Golem of Greatness shifted into mad bull overdrive for last night’s Minneapolis fan rally, cussing and bellowing at the picadors of the Left who have been sticking lances in his neck for three years. Decorum is not Mr. Trump’s strong suit, but then the bull is not sent into the […]
Eurozone
QUESTION: Hi Marty, I’m based here in South of England, within the commuter belt into London. The ECM forecasts an economic downturn 18.01.2020, and Europe looks to be at the epicentre. My own research tells me the job cuts in the auto sector in Germany are quite severe. How does all this play out after January? […]
“Not A QE” Begins: Fed Start Buying $60BN In Bills Per Month Starting Next Week
“Not A QE” Begins: Fed Start Buying $60BN In Bills Per Month Starting Next Week Just one day after we laid out what Goldman’s revised forecast for the Fed’s “NOT A QE” will look like, which for those who missed it predicted that the Fed would announce “monthly purchases of about $60BN for four months, […]
California Hit By Dual Shock: LA Gas Prices Spike Above $5 As Residents Learn Solar Panels Don’t Work In Blackouts
California Hit By Dual Shock: LA Gas Prices Spike Above $5 As Residents Learn Solar Panels Don’t Work In Blackouts Millions of Californians may have just suffered an unprecedented, induced blackout by the state’s largest (and bankrupt) utility, PG&E, just so it isn’t blamed for starting even more fires causing it to go even more […]
Defaults in European Retailers and US Energy on the rise
Defaults in European Retailers and US Energy on the rise 2019 has been a pleasant ride so far for high yield investors. Over the past 9 months the global high yield market has delivered a total return of 10.9% and an excess return of 6.4%, in part thanks to the U-turn of major central banks. […]
After Unveiling ‘NotQE’, Fed Eases Liquidity Rules For Foreign Banks (Rescues Deutsche)
After Unveiling ‘NotQE’, Fed Eases Liquidity Rules For Foreign Banks (Rescues Deutsche) Having cracked down on Deutsche Bank in the past, The Fed appears to be playing good-regulator/bad-regulator as The FT reports thatDeutsche is expected to benefit most from an imminent change in The Fed’s liquidity rules. Specifically, US banking regulators have dropped an idea to subject local […]
Here’s How the New U.S.-China Trade Talks May End
Here’s How the New U.S.-China Trade Talks May End With the U.S. and China in the midst of a new round of high level trade talks, this Thursday marks 22 months since tariffs were launched and the trade war began. Far from being “easy to win”, the trade war has lasted far longer than most […]
The Green New Deal and Accursed Wealth
The Green New Deal and Accursed Wealth Pulp mills, Longview, Washington. Photo: Jeffrey St. Clair. Accursed Wealth! O’er bounding human laws,Of every evil thou remains’t the cause:Victims of want, those wretches such as me,Too truly lay their wretchedness to thee:Thou art the bar that keeps from being fed,And thine our loss of labour and of […]
Geopolitical Signals Of Global Economic Crisis Abound
Geopolitical Signals Of Global Economic Crisis Abound As I write this, news feeds are buzzing with questions and confusion over the October US/China trade talks. In September there was a massive propaganda campaign within the mainstream media to push the notion that a deal with China was imminent, which boosted markets otherwise on the verge […]
