Frontrunning: May 30
Ukraine Rebels Outfox Army to Dent Poroshenko Troop Goal (BBG)Russia Withdraws Most of Forces From Ukraine Border: U.S. (BBG)Super-Size Me! China’s ’Mini’ Stimulus Starts Expanding (BBG)Option B: The...
View ArticleThat Goldman Even Has To Say This Shows Just How Broken Markets Are
Earlier today, as part of its latest macro markets research roundup, Goldman let a phrase slip, which probably better than anything we have seen in the past few years, captures just how truly broken...
View ArticleHas The Next Recession Already Begun For America's Middle Class?
Submitted by Michael Snyder of The Economic Collapse blog,Has the next major economic downturn already started? The way that you would answer that question would probably depend on where you live. If...
View ArticleWhatever The ECB Does This Week, It Won't "Deliver A Significant Impulse To...
Ahead of this Thursday's ECB meeting, speculation is rife about what Mario Draghi will announce, and as the following Nomura chart highlights most pundits are convinced that the most likely...
View ArticleFrontrunning: June 2
Unstoppable $100 Trillion Bond Market Renders Models Useless (BBG)Afghan president fumes at prisoner deal made behind his back (Reuters)Spain to Unveil $8.6 Billion Stimulus Package (AP)Obama to Urge...
View ArticleFrontrunning: June 4
U.S. sets new import duties on Chinese solar products (Reuters)U.S.-China Solar-Products Dispute Heats Up (WSJ)China Mulls Offshore Yuan Gold Trade in Free Trade Zone (BBG)Insider-Trading Probe Could...
View ArticleFrontrunning: June 5
Inside the White House's decision to free Bergdahl (Reuters)Dimon’s Raise Haunts BNP Paribas as U.S. Weighs $10 Billion Fine (BBG)Jobs Are on the Line as Banks' Revenue Slides (WSJ)Wall Street Adjusts...
View ArticleFrontrunning: June 6
Canada Aims to Sell Its Oil Beyond U.S (WSJ)ECB Unanimity May Prove Fleeting (WSJ)Chinese military spending exceeds $145 billion, drones advanced: U.S. (Reuters)France to sell 10 warships to Russia...
View Article"This Is A Trend": Increasingly More Russian Companies Set To Drop Dollar,...
As we have been reporting (and forecasting for the past several years), the Eurasian anti-US Dollar axis is rapidly taking shape, with recent events catalyzed and certainly accelerated by US foreign...
View ArticleDeutsche Warns Markets Have Left The "Complacency" Phase, Have Entered Full...
With a closing P/E ratio over 17 and a VIX under 11, Deutsche Bank's David Bianco is sticking with his cautious call for the summer. Their preferred measure of equity market emotions is the...
View ArticleFrontrunning: June 10
Ukraine, Russia Fail to Reach Deal in Natural-Gas Talks (WSJ)Boko Haram Kidnaps More Girls in Nigeria (WSJ)Déjà vu: echoes of pre-crisis world mount (FT)Money market rates hit new low as ECB moves gain...
View ArticleAlasdair Macleod: All You Need To Know About Negative Interest Rates
Submitted by Adam Taggart via Peak Prosperity,Last Thursday, the European Central Bank (ECB) took the historically unprecedented step of lowering certain of its interest rates below 0%. In a report to...
View Article12 Numbers About The Global Financial Ponzi Scheme That Everyone Should Know
Submitted by Michael Snyder of The Economic Collapse blog,The numbers that you are about to see are likely to shock you. They prove that the global financial Ponzi scheme is far more extensive than...
View ArticleYour Questions About Iraq's Oil Infrastructure Answered
From Deutsche BankIraq Oil Infrastructure At RiskThe outbreak of violence in Iraq by Sunni rebels belonging to Islamic State of Iraq and the Levant (ISIL) has introduced new event risk for global oil...
View ArticleThe Good News In All The Bad Data
Today's financial markets make a mockery out of sanity and logic. The difference between what SHOULD happen and what IS happening is perhaps the greatest it has been in our investing lifetimes.If...
View ArticleBond Kings to be Dethroned in Second Half of the Year
By EconMatters Jeffrey Gundlach`s Outlook Jeffrey Gundlach of DoubleLine Capital LP says the 10-year U.S. Treasury note will likely trade in a range between 2.20 and 2.80 percent during the second...
View ArticleFrontrunning: June 16
Iraq Army Tries to Roll Back Sunni Militants’ Advance (BBG)Starbucks to Subsidize Workers' Online Degrees (WSJ)‘Bitcoin Jesus’ Calls Rich to Tax-Free Tropical Paradise (BBG)Medtronic Is Biggest Firm...
View Article"Liquidity Is Becoming A Serious Issue" As Japan's Bond Market Death Goes Global
While we noted last week the death of the Japanese bond market as government intervention has killed the largest bond market in the world; it is now becoming increasingly clear that the dearth of...
View ArticleGDP Negative: 64-Year-Old Meth Cook Arrested In California Retirement Community
Walter White he isn't: just call him Breaking Bob.According to AP, Fresno police have arrested a 64-year-old man suspected of cooking methamphetamine in his apartment at a retirement community. KFSN-TV...
View ArticleBond Bubble Goes Full-er Retard: 4x Oversubscribed Kenyan Bond Orderbook Is...
It was just over a year ago when we wrote "Bond Bubble Goes Full Retard", specifically looking at Africa where previously 'Rwanda had issued USD-denominated debt at 7% (lower than Spain yields less...
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