Two Clear Signs That the Political/ Financial Elite Know Another Crisis is...
The Powers That Be know another Crisis is coming. Behind the veneer of “all is well” being promoted by both world Governments and the Mainstream Media, the political and financial elite have begun...
View ArticleClik here to view.
Why Risk Parity Funds Are Unprepared For A Rate HIke
Next week, Janet Yellen has a tough decision to make. If the “diminutive” chairwoman dares to raise rates by a “massive” 25bps, she risks tightening into a tightening, so to speak. China’s bungled...
View ArticleClik here to view.
Is The Fed Making A Huge "Policy Mistake"? This Market Reaction Will Give The...
As discussed here on Saturday and as should be abundantly clear from the sheer confusion that reigns across markets ahead of this coming week’s all important FOMC meeting where the absurd (and frankly...
View ArticleClik here to view.
What Happens When Central Banks Hike Rates In The "New Normal"
Ten days ago, using Bank of America data, we summarized what it means to live in the New Normal: "In the 110 months [since the last Fed hike] global central banks have cut interest rates 697 times,...
View ArticleClik here to view.
Key Events In The Coming "Most Important FOMC Decision Ever" Week
The title does give it away: the only event that everyone will be focusing on this week will be the Fed's announcement and Yellen's press conference on Thursday. Here is what else is on deck.Turning to...
View ArticleClik here to view.
Behold The European Recovery: Deutsche Bank To Fire 25% Of All Workers
Deutsche Bank has witnessed an exodus of executives this year in what’s been a tough stretch for the German lender. Here’s a brief recap of the bank’s recent trials and travails for those who need a...
View ArticleClik here to view.
UniCredit To Fire 10,000 As EU Bank Pink Slip Pandemonium Continues
Hours ago, it was revealed that Deutsche Bank is set to fire some 23,000 people or around a quarter of its workforce. The move comes as new CEO John Cryan works to cut costs and boost profitability...
View ArticleClik here to view.
Sep 15 - US Rate Hikes Will Bring Volatility To EMs
Follow The Market Madness with Voice and Text on FinancialJuiceEMOTION MOVING MARKETS NOW: 13/100 EXTREME FEARPREVIOUS CLOSE: 14/100 EXTREME FEARONE WEEK AGO: 10/100 EXTREME FEARONE MONTH AGO: 11/100...
View ArticleClik here to view.
Which Asset Class Will Be Most Impacted By A Rate Hike?
Going into Thursday, everyone - and we do mean everyone - is scrambling to predict which asset classes are most susceptible to a Fed hike. As we explained over the weekend, there’s quite a bit of...
View ArticleKyle Bass Bearish on Emerging Markets for at least 2 More Years. Looking to...
Kyle Bass, the founder and manager of Hayman Capital and the man who spotted and shorted successfully the subprime bubble was interviewed today at CNBC. He shared his macro views during the “Squawk on...
View ArticleClik here to view.
China Outflows Said To Surpass A Staggering $300 Billion In Under Three Months
Whether Janet Yellen admits it or not, you can bet that going into today’s most important Fed meeting ever (until the next one) the supposedly “data dependent” FOMC has taken a good hard look at what’s...
View ArticleClik here to view.
9 Market Scenarios As Goldman Warns Stocks Are "Vulnerable"
Goldman Sachs said yesterday that financial markets are vulnerable because nobody can agree on what the Fed will do. While equity investors have been anticipating this moment with all the excitement...
View ArticleClik here to view.
"We Will Have A Downturn", Dalio Warns, Return To QE Inevitable
Last week, we took a look at why zen master Ray Dalio’s All Weather fund has had a tough time riding out the series of violent thunderstorms that have shaken the market of late. In short, “the...
View ArticleClik here to view.
Greece Heads Back To The Polls: Full Sunday Election Preview
For months on end, all anyone could talk about was Greece. Throughout the spring and summer, the country’s fate in the eurozone was considered the main risk to global markets if not for what the...
View ArticleClik here to view.
Weekend Reading: Fed Rate Failure
Submitted by Lance Roberts via STA Wealth Management,Over the last year, I have written extensively about how despite the Fed's best intentions to raise rates, the real economic backdrop would likely...
View ArticleClik here to view.
The Fed Is Trapped: The Naked Emperor's New "Reaction Function"
When China transitioned to a new currency regime last month, what should have been immediately apparent to everyone, was that the Fed was, from there on out, cornered. Boxed in. Trapped. Screwed. We...
View ArticleClik here to view.
The Fed's First "Policy Error" Was Not Yellen's "Dovish Hold" But Bernanke's...
Two days before the Fed confused everyone when it delivered neither a dovish hike nor a hawkish hold, but the most dovish possible outcome, we warned readers that the September FOMC announcement could...
View ArticleClik here to view.
Greece Votes: Syriza Wins But Neo-Nazis Top Among The Unemployed
Update: New Democracy concedes to Syriza, following elections where following a 45% abstention rate, Tsipras is set to hold 145 seats in parliament.Official projection. Abstension at 45 percent...
View ArticleClik here to view.
Foucault Does FOMC: Deutsche Bank Explains The Fed's Decision By Mixing...
Bored of cut and dry (and 100% spot on) explanations of why the Fed did not do a "hawkish hold" or a "dovish hike" just because Goldman's Jan Hatzius told Bill Dudley not to order a lobster sandwich at...
View ArticleClik here to view.
When Doves Cry: Bedeviled By Dollar "Dilemma", Trapped Fed Faces FX Catch-22
Last Thursday, Janet Yellen revealed something "shocking". As it turns out, monetary policy impacts exchange rates! Who would have thought? Here’s the exchange with BBC’s Michelle Ferry:Ferry: You...
View Article