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Black Thursday: “One Giant Margin Call” Drags Dow Down 10%
Black Thursday: “One Giant Margin Call” Drags Dow Down 10% “The fact that Treasuries, munis, and gold are getting hit tells me that everything is for sale right now. One giant margin call where even the safe-havens aren’t safe anymore. Except for cash.” The Fed unveiled an unprecedented liquidity facility to rescue malfunction Treasury markets from themselves.. but it […]
Recession Arithmetic: What Would It Take?
Recession Arithmetic: What Would It Take? David Rosenberg explores Recession Arithmetic in today’s Breakfast With Dave. I add a few charts of my own to discuss. Rosenberg notes “Private fixed investment has declined two quarters in a row as of 2019 Q3. Since 1980, this has only happened twice outside of a recession.” Here is […]
David Rosenberg: “These Are Truly Historic And Dangerous Times”
David Rosenberg: “These Are Truly Historic And Dangerous Times” We are living in dangerous times. Mostly, everyone I speak to lives in the here and now. They seem more interested in telling people how crazy cheap the stock market is and how crazy expensive the Treasury market is, rather than trying to look at the […]
David Rosenberg: Fed Will Embrace ‘Helicopter Money’ In The Next Few Years
David Rosenberg: Fed Will Embrace ‘Helicopter Money’ In The Next Few Years Jerome Powell has denounced MMT has “just wrong”, but many Wall Street luminaries have surprisingly communicated an openness to the proposal. Most recently Ray Dalio proposed a marriage of monetary and fiscal policy that sounded suspiciously similar to MMT. Bill Gross, once a vocal critic […]
An Eye on M1, Cyclicals, and Junk Bonds: What Matters?
An Eye on M1, Cyclicals, and Junk Bonds: What Matters? Rosenberg says “Keep an eye on M1”, others watch Cyclicals, and still others have an eye on junk bonds. An Eye on M1 View image on Twitter All of the monetary aggregates have slowed substantially, and real M1 growth is flagging a 1% stall-speed growth economy […]
“This Is 1987”: Some “Haunting Math” On Today’s GDP Number From David Rosenberg
“This Is 1987”: Some “Haunting Math” On Today’s GDP Number From David Rosenberg When discussing today’s unexpectedly weak Q4 GDP print, which came in at 2.6%, far below consensus and whisper estimates in the 3%+ range, and certainly both the Atlanta and NY Fed estimates, we pointed out the silver lining: personal spending and final […]
Satyajit Das: This Is Why You Can Expect Another Global Stock Market Meltdown
Satyajit Das: This Is Why You Can Expect Another Global Stock Market Meltdown Authored by Satyajit Das’, author of the new book “The Age Of Stagnation” (via MarketWatch), The mispricing of assets across world markets has reached epidemic proportions. Stock prices have made strong advances over the past several years, yet market analysts see further gains, arguing that […]
The Rate Hike Stock Market Crash Has Thrown Gasoline Onto An Already Raging Global Financial Inferno
The Rate Hike Stock Market Crash Has Thrown Gasoline Onto An Already Raging Global Financial Inferno If the stock market crash of last Thursday and Friday had all happened on one day, it would have been the 7th largest single day decline in U.S. history. On Friday, the Dow Jones Industrial Average was down 367 […]
