recovery
Gold In 2016: "Economic Power Is Shifting"
Submitted by Tyler Durden on 01/09/2016 18:15 -0500An unseen bubble at the heart of the financial system is deflating with unknown consequences. When bubbles deflate, and here we are talking about one in the hundreds of trillions, bad debts are usually exposed. Even though much of the reduction in outstanding OTC derivatives is due to consolidation of positions following the Frank Dodd Act, much of it is not. When free markets reassert themselves, and they always do, the disruption promises to be substantial. We appear to be in the early stages of this event. If so, demand for physical gold can be expected to escalate rapidly as a financial crisis unfolds.
Newsflash From The December 'Jobs' Report - The US Economy Is Dead In The Water
Submitted by Tyler Durden on 01/09/2016 15:45 -0500Here’s a newsflash that CNBC didn’t mention. According to the BLS, the US economy generated a miniscule 11,000 jobs in the month of December.
Raoul Pal Explains What Indicators He Looks At To Decide If The Next Crisis Has Arrived
Submitted by Tyler Durden on 01/08/2016 21:01 -0500Today, we bring our readers another RealVision excerpt of a reflexive "interview" in which Pal himself is in the hot seat, and goes into detail explaining the indicators he will be watching throughout 2016 that will suggest that a liquidity crisis is imminent.
"The Entire Risk Paradigm Is Shifting" - Stocks Join Global 'Reality' Adjustments
Submitted by Tyler Durden on 01/08/2016 15:35 -0500The entire risk paradigm is shifting more so than it already has. Commodities and “money” more broadly are winning the argument, so to speak, having declared long ago greater downside risks. This is increasingly taking on the proportions of a global reset.
Gold Higher In Most Currencies in 2015 - Up 4% This Week
Submitted by GoldCore on 01/08/2016 14:23 -0500The sole focus of gold in dollar terms and the 10% fall of gold priced in dollars has led to some negative comment about gold's annual fall, the "third year of losses."
When The U.S. Dollar No Longer Exists
Submitted by Sprott Money on 01/08/2016 10:06 -0500When will we know that the United States is really close to “normalizing interest rates”? The U.S. dollar will no longer exist, and (hopefully) neither will the Federal Reserve – the entity which promised to “protect” that dollar.
- Sprott Money's blog
- Login or register to post comments
- Read more
US Futures Lose Overnight Gains; Dax Back Under 10,000 As Chinese Market Bailout Fizzles
Submitted by Tyler Durden on 01/08/2016 06:56 -0500- Aussie
- Bond
- China
- Circuit Breakers
- Consumer Credit
- Copper
- CPI
- Crude
- Crude Oil
- Equity Markets
- Fail
- fixed
- France
- Germany
- Initial Jobless Claims
- Iran
- Japan
- Jim Reid
- KIM
- Mexico
- NASDAQ
- Natural Gas
- Nikkei
- North Korea
- Price Action
- Primary Market
- recovery
- Saudi Arabia
- Shenzhen
- Time Warner
- Trade Deficit
- Unemployment
- Volatility
- Wholesale Inventories
- Yuan
The half-life of the latest "market supporting" intervention by the Chinese government: just about 12 hours.
For Commodities, This Is The Next Great Depression
Submitted by Tyler Durden on 01/07/2016 18:05 -0500While the "sell in 1973, and go away" plan had worked out for some in the commodity space, the destruction of the last decade has only one historical comparison... the middle of The Great Depression.
Bob Janjuah Warns The Bubble Implosion Can't Be "Fixed" This Time
Submitted by Tyler Durden on 01/07/2016 16:25 -0500Having correctly foreseen in September that "China's devaluations are not over yet" it appears Nomura's infamous 'bear' Bob Janjuah has also nailed The Fed's subsequent actions (hiking rates into a fundamentally weakening economy in a desperate bid to "convince markets that strong growth and inflation are on their way back"). In light of this, his latest note today should be worrisome to many as he warns the S&P 500 will trade down around 20% to 25% from current levels in H1, down to the 1500s and for dip-buyers, it's over: "I now feel even more certain that debt-driven asset bubble implosions cannot merely be 'fixed' with even more debt and another round of central bank-driven asset bubbles."
China, Oil, & Markets: It's All One Story
Submitted by Tyler Durden on 01/07/2016 13:40 -0500If there’s one thing to take away from this year’s developments in markets and economies so far, it’s that they are all linked, they’re all part of the same thing. If you can’t see that, you’re not going to understand what’s happening. It’s tempting to see this as a China problem, but first of all there is no China problem that will not of necessity also gravely affect the west , and second of all when you read, just to name an example, that America’s new jobs pay 23% less than the jobs they replaced, it’s just plain silly to believe that the economy is doing well, let alone recovering.
A Disturbing Warning From UBS: "Buy Gold" Because A 30% Bear Market Is Coming
Submitted by Tyler Durden on 01/06/2016 13:35 -0500As Wall Street axioms (Santa rally, January effect, as goes January etc.) are rapidly falling by the wayside at the start of 2016, following a chaotic but return-less 2015, the UBS analysts who correctly forecast last year's volatility are out with their forecast for 2016. It's simple - Sell Stocks, Buy Gold... expect a Fed u-turn.
Here's The Ultra-Clever Way That The Chinese Are Circumventing Capital Controls
Submitted by Tyler Durden on 01/05/2016 19:05 -0500Last year amid China’s ongoing financial crisis, the government there tightened some forms of capital controls (curiously while loosening others). For any Chinese citizen with savings right now, it’s pretty obvious what’s happening. And they want to get their money out of the country. Bitcoin has been a popular alternative in China because people can easily cross borders with vast sums of money encrypted inside their mobile phones. But there’s a new tactic that Chinese are using now: domains.
Nomi Prins' Financial Road Map For 2016: "The Potential For Chaotic Fluctuations Is Greater Than Ever"
Submitted by Tyler Durden on 01/05/2016 18:15 -0500- Bernie Sanders
- Bond
- Brazil
- Capital Markets
- Central Banks
- China
- Circuit Breakers
- Corruption
- default
- European Central Bank
- Excess Reserves
- Federal Reserve
- Fitch
- Greece
- Investment Grade
- Iran
- Italy
- Janet Yellen
- Japan
- Mexico
- Monetary Policy
- None
- OPEC
- Portugal
- Recession
- recovery
- Saudi Arabia
- Unemployment
- US Dollar Index
- Volatility
- Yuan
We are currently in a transitional phase of geo-political-monetary power struggles, capital flow decisions, and fundamental economic choices. This remains a period of artisanal (central bank fabricated) money, high volatility, low growth, excessive wealth inequality, extreme speculation, and policies that preserve the appearance of big bank liquidity and concentration at the expense of long-term stability. The potential for chaotic fluctuations in any element of the capital markets is greater than ever. The butterfly effect - the flutter of a wing in one part of the planet altering the course of seemingly unrelated events in another part - is on center stage.
Dear Retail Investor: Here's How Your Stop Orders Really Work
Submitted by Tyler Durden on 01/05/2016 16:50 -0500"...The Wholesaler and HFTs then cover their short-sales, buying from Retail investors near the temporary low, just prior to the stock recovery...Instant profits, massive gains for Wholesalers... Rigged Stock Market."
US Auto Sales Plunge To 6-Month Lows - Biggest Miss Since Nov 2008
Submitted by Tyler Durden on 01/05/2016 15:05 -0500Despite the blustering propaganda from CNBC's Phil LeBeau, it appears the Auto-sales (and massive inventory build) party is over in America. December US domestic auto sales SAAR printed 13.46 mm - the lowest in 6 months (missing expectations of 14.15mm by the most since November 2008). With non-revolving credit growth slowing in December, and inventories at record highs, the wheels just fell off the credit-fueled auto 'recovery'.




