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Demand 'Stimulus' Has Not Worked - It's Time To Tell The Truth About Debt

Repeated dosages of quantitative easing to kick-start economic recovery have proved totally ineffective everywhere. Yet central bankers are talking about doing it again – in larger amounts. The obsession with spending rather than saving has led governments everywhere to suppress interest rates to near zero. Under this destructive economic model governments are the worst offenders. In their craze to spend cheap money they allocate resources blindly into projects of dubious viability, for which there was no public demand in the first place. Result: huge taxpayer-borne losses.

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MOMO Rules: In A "World Of Disappointments" Trade Like An Idiot, Citi Recommends

In a "world of disappointments", where beta is king and where alpha has become a joke (or, now that equity is a risk-free asset and debt is risky, is outright punished) where growth no longer exists, drowning under the weight of $200 trillion in debt, and where value strategies have been all but forgotten replaced instead with "stories" about companies that have no cash flows but just might be "the next big thing" (one day), what should one to do? Why, engage in the most idiotic of strategies: chase momentum.

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Frontrunning: October 29

  • Fed puts December rate hike firmly on the agenda (Reuters)
  • Charting the Markets: A More Hawkish Fed Rattles Investors (BBG)
  • China to modernize and improve fiscal and tax systems (Reuters)
  • Deutsche Bank to Cut 35,000 Jobs in Overhaul (WSJ)
  • Deutsche Bank Said to Near $200 Million Sanctions Settlement (BBG)
  • Barclays profits drop as it abandons cost-cutting targets (FT)
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Frontrunning: October 16

  • McDonald’s Close to Deciding Whether to Change Structure of U.S. Real Estate (WSJ)
  • Stocks Rise as Stimulus Bets Spur $4.1 Trillion Gain; Oil Climbs (BBG)
  • Wall Street bonuses likely to plunge as trading revenue drops (Reuters)
  • Syrian army launches Aleppo offensive with Iranian support (Reuters)
  • Malaysia’s Najib Razak Played Key Role at Troubled 1MDB Investment Fund (WSJ)
  • VW Loses Market Share in Europe as Diesel-Motor Recalls Loom (BBG)
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Frontrunning: October 15

  • China economic growth seen slowing despite policy easing (Reuters)
  • FBI, Justice Department Investigating Daily Fantasy Sports Business Model (WSJ)
  • Obama to slow pace of withdrawal of U.S. troops from Afghanistan (Reuters)
  • Corporate America's Epic Debt Binge Leaves $119 Billion Hangover (BBG)
  • Islamic State battles insurgents as Syria army prepares assault (Reuters)
  • Why Hillary Clinton Can’t Win by Going After the NRA (BBG)
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Frontrunning: October 9

  • Global stocks eye biggest rally in four years on Fed relief (Reuters)
  • FOMC Minutes Sap Confidence in Fed's 2015 Rate Hike Resolve (BBG)
  • Glencore to cut annual zinc production by a third (FT)
  • Tea Party wave that lifted Republicans threatens to engulf them (Reuters)
  • Why Kevin McCarthy Came to Quit Speaker Race (WSJ)
  • A U.S. Recession Just Got a Little More Likely (BBG)
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Frontrunning: October 6

  • Asian shares rise on fading Fed rate views (Reuters)
  • U.S. Equity Futures Fall, Risking S&P 500 Rally as Copper Slides (BBG)
  • More biotech pain, this time from the WSJ: For Prescription Drug Makers, Price Increases Drive Revenue (WSJ)
  • VW Will Delay or Cancel Non-Essential Investments Due to Scandal (BBG)
  • Russia Rejects No-Fly Zone Over Syria as Clerics Urge Reprisals (BBG)
  • Historic Pacific trade deal faces skeptics in U.S. Congress (Reuters)
  • German Factory Orders Unexpectedly Fall Amid Economic Risks (BBG)
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Frontrunning: September 17

  • Wall Street Has Doubts About Fed Lifting Interest Rates (WSJ)
  • Global stocks at three-week highs as Fed decision looms (Reuters)
  • Charting the Markets: The World Awaits the Fed (BBG)
  • Powerful quake off Chile slams waves into coastal towns; eight killed (Reuters)
  • As Fed Storm Brews, Europe Stocks Seen Weathering Turmoil Best (BBG)
  • Fiorina's rise adds another insurgent to U.S. election fray (Reuters)
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Explosive Allegation: Citigroup Leaked Central Bank Trading Activity

"Our Investor Desk would comply with a weekly request from (a client) for details of Central Bank activity that Citi had transacted."

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Frontrunning: September 11

  • One Volatile Week Could Seal Fed Stance After Years of Low Rates (BBG)
  • Fed to dominate week of central bank meetings (Reuters)
  • 30 years on, parallels with Plaza but currency universe very different (Reuters)
  • Wal-Mart's Suppliers Are Finally Fighting Back (BBG)
  • China's Rising CPI, Deepening PPI Deflation Challenges PBOC (BBG)
  • Petrobras spending plan already obsolete, new cuts likely (Reuters)
  • Bank of Montreal to Buy GE Capital’s Transportation-Finance Unit (WSJ)
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Frontrunning: September 9

  • Global stocks rally as investors scent fresh stimulus (Reuters)
  • Japan's Nikkei 225 Rises 7.7% for Biggest Gain Since October 2008 (BBG)
  • China's Stocks Advance for Second Day Amid Stimulus Speculation (BBG)
  • Abe Pledges Corporate Tax Cut as Investments Slump (BBG)
  • U.S. to shift 50 staff to boost office handling Clinton emails (Reuters)
  • Chinese Premier Li Keqiang Says China Doesn't Want a Currency War (BBG)
  • One Thing China Got Right (BBG)
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