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Tag Archives: liquidity
It’s Raining Money
It’s Raining Money With apologies to the Dire Straights: Now look at them yo-yo’s that’s the way you do it You play the bull on the fin TV That ain’t workin’ that’s the way you do it Money for nothin’ and stocks for free After 9 years of artificial liquidity drenching markets the same game […]
The Liquidity Punch Bowl
THE LIQUIDITY PUNCH BOWL It is appropriate with the inauguration of this weekly column to look at the “Big Picture”. The biggest risk to world stock markets, and asset prices in general, in 2018 is that G7 central banks (led by the Federal Reserve) are finally attempting to normalise monetary policy nine years after the […]
One Bank Asks If The PBOC Is Secretly Goosing Markets
One Bank Asks If The PBOC Is Secretly Goosing Markets Something odd is going on in China. On one hand, the PBOC has been soaking up excess liquidity from the market like a drunken sailor, and after not conducting reverse repos for 10 consecutive days, it has reduced the excess liquidity level by 510bn yuan […]
Stranger Things
Stranger Things The hidden agenda in the so-called tax reform bill is to act as stop-gap quantitative easing to plug the “liquidity” hole that is opening up as the Federal Reserve (America’s central bank) makes a few gestures to winding down its balance sheet and “normalizing” interest rates. Thus, the aim of the tax […]
China Systemic Risk: HNA Group Denies Liquidity Problem, It’s Only “End-Of-The-Year Tightness”
China Systemic Risk: HNA Group Denies Liquidity Problem, It’s Only “End-Of-The-Year Tightness” Every few days at the moment, it seems, we return to the subject of systemic risk in China related to its big four highly-indebted conglomerates, HNA, Anbang, Evergrande and Dalian Wanda. Our main source of concern recently has been HNA, after it issued […]
It’s More Than Just the Absences of Acceleration, It’s the Synchronization Where There Should Be None
IT’S MORE THAN JUST THE ABSENCE OF ACCELERATION, IT’S THE SYNCHRONIZATION WHERE THERE SHOULD BE NONE BY JEFFREY P. SNIDER According to the latest ECB figures, as of yesterday total “liquidity” added to the European banking system for that central bank’s ongoing monetary “stimulus” was just shy of €2 trillion. The outstanding balance in the […]
The Next Crisis Will Reveal How Little Liquidity There Is
The Next Crisis Will Reveal How Little Liquidity There Is This is something I’ve been pondering for some time. I think the next crisis will reveal how little liquidity there is in the credit markets, especially in the high-yield, lower-rated space. Dodd–Frank has greatly limited the ability of banks to provide market-making opportunities and credit […]
The $2 Trillion Hole: “In 2019, Central Bank Liquidity Finally Turns Negative”
The $2 Trillion Hole: “In 2019, Central Bank Liquidity Finally Turns Negative” In all the euphoria over yesterday’s “dovish taper” by the ECB, markets appear to have forgotten one thing: the great Central Bank liquidity tide, which generated over $2 trillion in central bank purchasing power in 2017 alone – which as Bank of America […]
“This Is Most Worrying”: In One Year, Central Bank Liquidity Will Collapse From $2 Trillion To Zero
“This Is Most Worrying”: In One Year, Central Bank Liquidity Will Collapse From $2 Trillion To Zero Is it complacency, or simply trader paralysis? A question we first asked three months ago is getting a second wind this morning, when in a report by Deutsche Bank’s Alan Ruskin, the macro strategist points out that “the […]
Negative Interest Rates and the War on Cash (1)
Negative Interest Rates and the War on Cash (1) Irving Underhill City Bank-Farmers Trust Building, William & Beaver streets, NYC 1931 It’s been a while, but Nicole Foss is back at the Automatic Earth -which makes me very happy-, and for good measure, she starts out with a very long article. So long in fact that […]
Central Bankers Around The Globle Scramble To Defend Markets: BOE Pledges $345BN; ECB, Others Promise Liquidity
Central Bankers Around The Globle Scramble To Defend Markets: BOE Pledges $345BN; ECB, Others Promise Liquidity There was a reason why we warned readers two days ago that “The World’s Central Bankers Are Gathering At The BIS’ Basel Tower Ahead Of The Brexit Result“: simply enough, it was to facilitate an immediate response when a […]
Where Will You Be When the End Game Begins?
WHERE WILL YOU BE WHEN THE END GAME BEGINS? Sometime after oh dark thirty it will begin, the previously cocked trigger suddenly released to wreck havoc throughout the world’s financial system. Like an intricate and interwoven design made entirely of standing dominoes, all it takes is a slight disturbance to knock one off its base […]
Another Real Estate Crash Is Coming: Legendary Market Timer Unloads His Positions: “They’ve Sold Deferred Reality For So Long…”
Another Real Estate Crash Is Coming: Legendary Market Timer Unloads His Positions: “They’ve Sold Deferred Reality For So Long…” If you haven’t heard yet, median home prices in the United States are on a tear having reached all-time highs in April. To boot, rental prices have gone insane, showing a year-over-year inflationary increase of 8%. On top of that, […]
The Entire Global Economy Now Hinges on One Thing
The Entire Global Economy Now Hinges on One Thing As I write these words we are now only hours away from The Most Important Event Ever to Happen in the History of the Global Economy. Investors are bracing themselves. Markets are anticipating. Journalists are spilling Olympic sized swimming pools of ink on writing headlineafter headline after headline after headline after headline after headline about this, the […]
After Crashing, Deutsche Bank Is Forced To Issue Statement Defending Its Liquidity
After Crashing, Deutsche Bank Is Forced To Issue Statement Defending Its Liquidity The echoes of both Bear and Lehman are growing louder with every passing day. Just hours after Deutsche Bank stock crashed by 10% to levels not seen since the financial crisis, the German behemoth with over $50 trillion in gross notional derivative found […]
