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Tag Archives: financial markets
We’re Flying with Eyes Partially Closed into Turbulent Markets & Economy
We’re Flying with Eyes Partially Closed into Turbulent Markets & Economy But for the markets: “No Data is Good Data” “NOTICE: Due to a lapse in federal funding this website is not being updated,” it says in big lettering against a bright red background at the top of the data sites of the Department of […]
In the Deep Mid-Winter
In the Deep Mid-Winter Ill winds sweep across the fruited plain in the cruel heart of winter. America can resolve nothing. The state-of-the-union is a kind of hysterical nausea, and the nation hunkers into its crib of toxic diverse identities waiting for history to bitch-slap it back on its feet. History’s big sister, Reality, stands by, witnessing […]
Weekly Commentary: Monetary Disorder 2019
Weekly Commentary: Monetary Disorder 2019 The S&P500 advanced 6.5% in 2019’s first 13 trading sessions. The DJ Transports are up 9.2% y-t-d. The broader market has outperformed. The small cap Russell 2000 sports a 9.9% gain after 13 sessions, with the S&P400 Midcap Index rising 9.3%. The Nasdaq Composite has gained 7.9% y-t-d (Nasdaq100 up […]
The Arrival of the Credit Crisis
THE ARRIVAL OF THE CREDIT CRISIS Those of us who closely follow the credit cycle should not be surprised by the current slide in equity markets. It was going to happen anyway. The timing had recently become apparent as well, and in early August I was able to write the following: “The timing for the […]
Party On: Fed Chairman Powell Capitulates to the Market
Party On: Fed Chairman Powell Capitulates to the Market FED Chairman Powell, who for a time was appearing to go rogue and stray off the beaten path of loose monetary policy paved by so many of his predecessors, has collapsed his resistance and utterly given in to the demands of the market. At a forum […]
What happens when the Yellow Vests meet European Debt Crisis II?
What happens when the Yellow Vests meet European Debt Crisis II? There is a lot of talk about which economic bubble will burst first and burst the worst (sounds like a gangsta rap song, no?) The stock market, real estate, luxury goods, corporate debt and government bond bubbles, and other lesser bubbles, all jockey for […]
Volatility Holds the Key to Markets in 2019
Volatility Holds the Key to Markets in 2019 Over the last two weeks, after making good on the four-rate interest hike of 2018, Fed Chairman, Jerome Powell, became more dovish to start 2019. His change in tone is worth considering because of his historical stance on reducing the amount of artificial stimulus coming from the […]
Can You Time Peak Crazy?
Can You Time Peak Crazy? You don’t need me to tell you how completely crazy and distorted the financial markets have become over the last decade. Anyone reading this already knows that, which is partly why I stopped writing on the topic several years ago. I came to the conclusion there was no point in […]
A Glimpse At 2019
A Glimpse At 2019 Markets In Critical Transformation, Chaotic Behaviour Has Just Began. Our inability as market participants to properly frame market fragility and the inherent vulnerability of the financial system makes a market crash more likely, as it helps Systemic Risk go unattended and build further up. For the first time in a while, […]
Washington’s Latest Match Made In Hell
Washington’s Latest Match Made In Hell Almost Predictable One of the more enticing things about financial markets is not that they’re predictable. Or that they’re not predictable. It’s that they’re almost predictable… or at least they seem they should be. For a long time people believed – and from what we read and hear, many […]
The scenarios of the collapse
The scenarios of the collapse 2019 has started more calmly after a very volatile year-end in the markets. Focus has been on the trade deal between China and the US and the words of the central bankers, most notably those of Jay Powell. However, this is all just a distraction, a side-show. The market volatility […]
The Final Act in a Terrible Play
The Final Act in a Terrible Play If you don’t follow me on Twitter, you’ve been missing out on some good stuff. With the brith of our third child a couple of months ago, it’s been increasingly hard for me to find the time to sit down and write longer posts, so I’ve been putting […]
Gold Outlook 2019: Uncertainty Makes Gold A “Valuable Strategic Asset” – WGC
Gold Outlook 2019: Uncertainty Makes Gold A “Valuable Strategic Asset” – WGC Gold Outlook 2019 – World Gold Council As we look ahead, we expect that the interplay between market risk and economic growth in 2019 will drive gold demand. And we explore three key trends that we expect will influence its price performance: financial […]
The Crash Of The “Everything Bubble” Started In 2018 – Here’s What Comes Next In 2019
The Crash Of The “Everything Bubble” Started In 2018 – Here’s What Comes Next In 2019 In 2018, a very significant economic change occurred, which sealed the fate of the U.S. economy as well as some other economies around the globe. This change was the shift of central bank policy. The era of stimulus and […]
