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Tag Archives: financial markets
The Fed, China, And The Markets
The Fed, China, And The Markets Amid market volatility and continued downside surprises in global growth, investors are focusing on the Fed and China. Regarding the Fed, the issue is whether and when it could signal potential changes in balance sheet normalisation (as it has on the policy rate path). On China, the question is […]
Weekly Commentary: Global Markets’ Plumbing Problem
Weekly Commentary: Global Markets’ Plumbing Problem “Goldilocks with a capital ‘J’,” exclaimed an enthusiastic Bloomberg Television analyst. The Dow was up 747 points in Friday trading (more than erasing Thursday’s 660-point drubbing) on the back of a stellar jobs report and market-soothing comments from Fed Chairman “Jay” Powell. December non-farm payrolls surged 312,000. The strongest […]
The Ugly Truth
The Ugly Truth For years critics of central bank policy have been dismissed as negative nellies, but the ugly truth is staring us all in the face: Market advances remain a game of artificial liquidity and central bank jawboning and not organic growth and now the jig is up. As I’ve been saying for a […]
Markets are all about flows
Markets are all about flows This article looks at prospective supply and demand factors for financial assets in the New Year and beyond. Investors should take into account money flowing into and out of financial assets as well as stock flows, particularly escalating government bond issuance, which looks likely to accelerate significantly in the coming […]
Plunge Protection Myths = Keynesian Economic Myths
Plunge Protection Myths = Keynesian Economic Myths QUESTION: What about what China did by buying stocks a few years ago to stop the hang sang from dropping LW Video Player 00:00 01:17 ANSWER: Do not confuse attempts to support a market from actually being able to do so. This is the same as Keynesian economics that […]
The Everything Bubble Has Met Its Needle… and It’s Named Jerome Powell
The Everything Bubble Has Met Its Needle… and It’s Named Jerome Powell In December, Jerome Powell confirmed that he is going to implement a financial reset. That reset will crash stocks. We know this because the Fed didn’t even HINT at tapering its Quantitative Tightening program at this latest Fed FOMC despite stocks staging the […]
Bear Markets, Fed Mistakes, and Quick Shots from John
Bear Markets, Fed Mistakes, and Quick Shots from John Powell Was Right but the Fed Is Wrong Time for an Emergency Fed Meeting Living on Island Time Quick Shots from the Frontline A winters day, In a deep and dark December… “Wait, it doesn’t feel like winter. It’s not deep and dark, and it’s actually […]
The “Stock Market Crash Of 2018” Is Rapidly Transforming Into “The Financial Crisis Of 2019”
The “Stock Market Crash Of 2018” Is Rapidly Transforming Into “The Financial Crisis Of 2019” Stock markets are crashing all over the world, we are seeing extremely violent “flash crashes” in the forex marketplace, economic conditions are slowing down all over the globe, and fear is causing many investors to become extremely trigger happy. The […]
2019 MARKET MELTDOWN: What The New Year Brings
2019 MARKET MELTDOWN: What The New Year Brings If history is our guide, we are on track for a severe market meltdown in 2019. While the U.S. broader indexes remained in record territory for most of 2018, December turned out to be a complete disaster for stocks. So, even though the markets have reversed higher […]
2018 Was The Worst Year For The Stock Market Since The Financial Crisis Of 2008
2018 Was The Worst Year For The Stock Market Since The Financial Crisis Of 2008Now that the year is finally over, we can officially say that 2018 was the worst year for stocks in an entire decade. Not since the last financial crisis have we had a year like this, and many believe that 2019 […]
Uh Oh; In A Month Of Big Warnings, The Biggest Yet
Uh Oh; In A Month Of Big Warnings, The Biggest Yet All better now. It’s a Christmas miracle, the plunge erased by market closure as if FDR had just been re-elected and taken the oath. The Dow is on everyone’s mind, so trading on December 26 has understandably stuck. Stocks posted their best day in […]
El-Erian: 1000-Point Swings In The Dow Are The “New Reality”
El-Erian: 1000-Point Swings In The Dow Are The “New Reality” While even some of the most dogged bulls are throwing in the towel on their optimistic forecasts for the US (see Goldman taking the axe to its 2019 GDP forecast noted earlier), there are those who steadfastly believe that 2019 will be a solid year […]
Which Side Are You On?
Which Side Are You On? You had to love the narrative that the financial media put over about the 1000-plus point zoom in the DJIA on Wednesday: that pension funds were “rebalancing” their portfolios. It dredged up the image of a drowning man at the bottom of the deep blue sea with an anchor in […]
What Is Behind The Market’s Record Liquidity Collapse
What Is Behind The Market’s Record Liquidity Collapse One week ago, when we first previewed this week’s infamous $60 billion pension fund rebalancing out of equities and into bonds which resulted in historic market gyrations, and a violent snapback in the S&P from what was shaping up to be the worst December on record for […]
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 […]
