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The Fed Just Got the Perfect Cover for the Collapse of the U.S. Economy
The Fed Just Got the Perfect Cover for the Collapse of the U.S. Economy The scapegoating has already started. In almost every sector of the economy that is collapsing, the claim is that “everything was fine until the pandemic happened”. From tumbling web news platforms to small businesses to major corporations, the coronavirus outbreak and […]
The Liquidity Crisis Is Quickly Becoming A Global Solvency Crisis As FRA/OIS, Euribor Soar
The Liquidity Crisis Is Quickly Becoming A Global Solvency Crisis As FRA/OIS, Euribor Soar One month after turmoil was unleashed on capital markets, when the combination of the Saudi oil price war and the sweeping impact of the coronavirus pandemic finally hit developed nations, what was until now mostly a liquidity crisis is starting to […]
Liquidity Crisis & the Pending European Banking Crisis
Liquidity Crisis & the Pending European Banking Crisis A lot of people have been writing in about the liquidity crisis and the banks with exposure to Deutsche Bank. This is clearly the European Banking Crisis we have been warning about. Most European (and Swiss) banks are having to overpay 30-40bps over libor. Even A+ rated banks […]
Why a Liquidity Crisis Is Heading to a Market Near You
Why a Liquidity Crisis Is Heading to a Market Near You Trading Secrets Capital market theory posits that price always balances supply and demand, more or less guaranteeing deep and continuous markets for securities. In other words, if capital markets were a machine, prices would rapidly adjust to reflect any newly disclosed information, and ready […]
China Crashes As Flood Of Margin Calls Sparks “Liquidity Crisis”, Panic Selling
China Crashes As Flood Of Margin Calls Sparks “Liquidity Crisis”, Panic Selling The Treasury’s latest semiannual FX report may have spared China the designation of currency manipulator (for now… in a new twist, there was a section dedicated exclusively to China in the Executive Summary, a clear signal from the Treasury that China is the […]
Forced Buy-Ins Spark “Liquidity Crisis” In China’s ‘Nasdaq’
Forced Buy-Ins Spark “Liquidity Crisis” In China’s ‘Nasdaq’ Marking the worst year since 2008, China’s tech-heavy (Nasdaq-equivalent) Shenzhen Composite index is down a shocking 35% year-to-date, and it’s starting to become a self-feeding vicious circle… As Bloomberg reports, the most recent slump in the teach-heavy index comes despite regulators’ efforts to rein in risks of […]
Louis Gave On Corporate Debt And The Next Liquidity Crisis
Louis Gave On Corporate Debt And The Next Liquidity Crisis This has been a good year for the stock market so far, at least in the U.S., yet many investors are wondering when the other shoe will drop. We spoke with Louis-Vincent Gave, founding partner and CEO at Gavekal Research, about the explosion in near […]
Liquidity Crisis Looms As Global Bond Curve Nears “The Rubicon” Level
Liquidity Crisis Looms As Global Bond Curve Nears “The Rubicon” Level The first half of 2018 was dominated by tighter global financial conditions amid the contraction in Global $-Liquidity, which resulted in the stronger US dollar weighing heavily on the performance of risks assets, particularly EM assets. GLOBAL BOND YIELDS ON THE MOVE AMID TIGHTER […]
Housing Liquidity Crisis Coming: Debt Deflation Follows
Housing Liquidity Crisis Coming: Debt Deflation Follows A liquidity crisis in housing is on the way. Non-banks are at the center of the storm. The Brookings Institute says a Liquidity Crises in the Mortgage Market is on the way. This is in guest post format. What follows are key snips from a 68-page Brookings PDF. […]
The Liquidity Crisis Intensifies: ‘Prepare For A Bear Market In Bonds’
The Liquidity Crisis Intensifies: ‘Prepare For A Bear Market In Bonds’ Are we about to witness trillions of dollars of “paper wealth” vaporize into thin air? During the next financial crisis, a lot of “wealthy” investors are going to be in for a very rude awakening. The truth is that securities are only worth what […]
