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Glencore Says This Time Is Different for Coming Copper Shortage

December 7, 2022

Glencore Says This Time Is Different for Coming Copper Shortage (Bloomberg) — Glencore Plc added its voice to a chorus of miners warning of coming copper shortages, arguing that a “huge deficit” is looming for the crucial industrial metal. Chief Executive Officer Gary Nagle said that while some people were assuming that the industry would […]

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The SPV Loophole: Draghi Just Unleashed “QE For The Entire World”… And May Have Bailed Out US Shale

April 22, 2016

The SPV Loophole: Draghi Just Unleashed “QE For The Entire World”… And May Have Bailed Out US Shale Almost exactly one year ago, we wrote “Mario Draghi, Collateral Scarcity, And Why The ECB Will Soon Buy Corporate Bonds.” 11 months later, the ECB confirmed this when for the first time ever, Mario Draghi said he would […]

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Moody’s Just Put Over Half A Trillion Dollars In Energy Debt On Downgrade Review

January 22, 2016

Moody’s Just Put Over Half A Trillion Dollars In Energy Debt On Downgrade Review One week ago, in the aftermath of the dramatic downgrade to junk of Asian commodity giant Noble Group, we showed readers the list of potential “fallen angel” companies, those “investment “grade companies (such as Freeport McMoRan whose CDS trades at near-default levels) who […]

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The Global Commodity Crash Tells Us That A Major Deflationary Financial Crisis Is Imminent

December 11, 2015

The Global Commodity Crash Tells Us That A Major Deflationary Financial Crisis Is Imminent If we really are plunging into a deflationary global financial crisis, we would expect to see commodity prices crash hard.  That happened just before the great stock market crash of 2008, and that is precisely what is happening once again right […]

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“We’ve Seen this Before” – in 1999, then Stocks Crashed

November 29, 2015

“We’ve Seen this Before” – in 1999, then Stocks Crashed “A lot of deterioration and decay under the hood” The fourth quarter is normally a very strong quarter, and December exceptionaly strong in the global markets, says Christine Hughes, Chief Investment Strategist at OtterWood Capital. This quarter too, global markets are in the green after a powerful rally in October. But […]

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This Is For The ‘Nothing Is Happening’ Crowd…

September 30, 2015

This Is For The ‘Nothing Is Happening’ Crowd… A lot of people out there expected something to happen in September that did not ultimately happen.  There were all kinds of wild theories floating around, and many of them had no basis in reality whatsoever.  But without a doubt, some very important things did happen in […]

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Is Glencore The Next Lehman? The World’s Largest Commodities Trading Company Is Toast

September 29, 2015

Is Glencore The Next Lehman? The World’s Largest Commodities Trading Company Is Toast Are we about to witness the most important global financial event since the collapse of Lehman Brothers in 2008?  Glencore has been known as the largest commodities trading company on the entire planet, and at one time it was ranked as the […]

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Commodity Carnage Continues Amid Fears Of Glencore Liquidation

September 28, 2015

Commodity Carnage Continues Amid Fears Of Glencore Liquidation Despite a relatively unchanged US Dollar, commodities across the board are under significant (and seemingly coordinated) pressure this morning. It appears that the key selling began as Europe opened and the carnage in massive commodity group Glencore began to materialize. Glencore CDS is now above 700bps (up 154bps […]

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It Starts: Broad Retaliation Against China in Currency War

August 20, 2015

It Starts: Broad Retaliation Against China in Currency War The biggest global “tail risk” is China’s deteriorating economy and an emerging market debt crisis, according to BofA Merrill Lynch’s monthly poll of fund managers. And 48% of them were expecting the Fed to raise rates, despite languid growth and low inflation expectations. Hot money is already fleeing emerging […]

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Depression-Level Collapse In Demand: In Historic First, Glencore Shuts Coal Mines For 3 Weeks | Zero Hedge

November 15, 2014

Depression-Level Collapse In Demand: In Historic First, Glencore Shuts Coal Mines For 3 Weeks | Zero Hedge. In a historic move showing just how profound the collapse in global commodity demand and trade is, earlier today the Sydney Morning Herald reported that Australia’s biggest coal exporter Glencore, which last year concluded its merger with miner Xstrata creating […]

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