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The 10 Things That Will Determine The Path Of Global Markets For The Rest Of 2014

Tyler Durden's picture




 

Despite the 'sound and fury' from various Fed-Heads, the world - according to Deutsche Bank - faces 10 significant factors that will (one way or another) drive markets for the remainder of the year...

 

 

Source: Deutsche Bank

 

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Fri, 10/17/2014 - 15:32 | 5348375 jubber
jubber's picture

yeah just happened to miss out the main one that trumps all of those

EBOLA.

Fri, 10/17/2014 - 15:39 | 5348405 Tall Tom
Tall Tom's picture

Factor #8 listed Ebola

Fri, 10/17/2014 - 15:44 | 5348428 xcehn
xcehn's picture

dismissively

Fri, 10/17/2014 - 16:34 | 5348640 knukles
knukles's picture

Getchur chocolate while you still can

Fri, 10/17/2014 - 16:44 | 5348677 Escrava Isaura
Escrava Isaura's picture

#3 and #4 contradict each other

#5 is a joke

#8 contradicts itself.

 

Who writes these things?

 

Fri, 10/17/2014 - 18:54 | 5348996 Trucker Glock
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It wasn't Michael Snyder.

Fri, 10/17/2014 - 20:16 | 5349217 Escrava Isaura
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Trucker Glock

If you want to 'really' understand and, to be 'really' prepared, Michael Snyder is not the person to listen to.

 

Sat, 10/18/2014 - 10:08 | 5350136 Richard Chesler
Richard Chesler's picture

I feel dumber from reading that garbage.

 

Fri, 10/17/2014 - 15:40 | 5348406 xcehn
xcehn's picture

dup

Fri, 10/17/2014 - 15:40 | 5348407 saints51
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Ebola is bullish. Ask a few around here about LAKE.

Fri, 10/17/2014 - 15:41 | 5348408 xcehn
xcehn's picture

$75 TRILLION in derivative exposure tends to induce denial.

http://www.zerohedge.com/news/2014-04-28/elephant-room-deutsche-banks-75...

Fri, 10/17/2014 - 16:22 | 5348588 gswifty
gswifty's picture

Exactly. Not to mention the un-manageable debt being conveniently ommited. These 'paths' are overly optimistic. All I see is austerity measures as far as the eye can see. Might as well fatten up while we can. It's going to be a long and lean winter.

Fri, 10/17/2014 - 15:44 | 5348432 Pretty Vacant
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In the U.S. we've had three pandemics since 1900: the Spanish flu, the Asian flu, and the Hong Kong flu. The Spanish flu pandemic (1918-1919) was the worst in world history, killing 50 million people, which was then 10 percent of the world's population. In the U.S., 675,000 people died of the Spanish flu. What do you think the stock market did in view of such a tragic event? During the 7-month period when the majority of people died (September, 1918-April 1919), the Dow Jones went up 12 percent.Later, during the Asian flu pandemic (1957-58), which killed about 70,000 people in the U. S., the Dow did go down, but only by 8 percent. And when around 34,000 Americans died of the Hong Kong flu around ten years later (1968-1969), the Dow rose by 4.4 percent.

Fri, 10/17/2014 - 16:08 | 5348529 Amish Hacker
Amish Hacker's picture

You may want to check some of your numbers.  For example, world population in 1918 was 1.8 billion.  US population was 104,550,000 http://wwwnc.cdc.gov/eid/article/12/1/05-0979_article 

Fri, 10/17/2014 - 15:35 | 5348389 Kirk2NCC1701
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As a ZH-Doomer I may not like it, but it makes sense.

Fri, 10/17/2014 - 15:38 | 5348392 Tall Tom
Tall Tom's picture

Disagree.

 

One of the major factors missing is the Energy Markets and supplies. Supplies of NatGas being cut by Russia is sure to impact European Manufacturing Expenditures.

 

The Price Declines in Oil is sure to impact the Frackers in the USA.

 

Deutschebank has an agenda in hiding the facts.

Fri, 10/17/2014 - 15:46 | 5348395 ebworthen
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Deutsche Bank is praying that the ECB does QE and that Europe will not end up in a Japan style outcome.

Best of luck with that you over-levered insolvent turd of a bank.

p.s. - $75 Trillion in derivatives, 20 times German GDP:

http://www.zerohedge.com/news/2014-04-28/elephant-room-deutsche-banks-75-trillion-derivatives-20-times-greater-german-gdp

Fri, 10/17/2014 - 15:40 | 5348403 i_call_you_my_base
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"Fed exit will impact markets, but any sell-off should be contained."

LOL

Fri, 10/17/2014 - 15:43 | 5348422 Ewtman
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No doubt markets will be down in 2014 and down for the year as was called here Sept 19th, the very day the Dow Jones Industrials rolled over...

 

http://www.globaldeflationnews.com/dow-jones-industrial-averageelliott-w...

 

 

 

 

Fri, 10/17/2014 - 15:44 | 5348429 Fuku Ben
Fuku Ben's picture

And the Fed exit stage left will go so far left you won't know the difference between what remains and the globalist nwo takeover

https://www.youtube.com/watch?v=Q3-a4qWCtIg

Fri, 10/17/2014 - 15:46 | 5348436 madcows
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I don't see "Fundamentals" on the list anywhere.

Fri, 10/17/2014 - 15:46 | 5348442 NoDebt
NoDebt's picture

I can narrow that list down to four:

1.  The Fed

2.  The ECB

3.  The BOJ

4.  The PBOC

Fri, 10/17/2014 - 15:52 | 5348457 Bill of Rights
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http://www.science20.com/science_20/science_left_behind_2014_the_antivaccination_update-146746

 

Political operatives in the business of promoting the idea that science registers as Democrat disputed that, insisting that anti-vaccine beliefs were 'bipartisan', and they even made a big deal of it when a Republican finally ranted about vaccines and the CDC, but most scientists saw through their ruse and began to criticize anti-science opponents on the left with the same zeal they had when it was being done by the right. That makes sense - scientists know advocacy groups like Union of Concerned Scientists and Greenpeace don't really accept science when they say they believe it about climate change but deny it about everything else.

Fri, 10/17/2014 - 15:58 | 5348485 WhyWait
WhyWait's picture

Why would anyone take seriously a prediction by Deutschebank? These unindicted co-conspirators, no less than Dimon or Draghi, Obama or Yellen, need to tiptoe around the applecart for fear of setting off a panic.  If they speak the truth it's only because the truth happens to be more convenient or useful.  

 

Fri, 10/17/2014 - 16:33 | 5348635 WTFRLY
WTFRLY's picture

Cruise ship with quarantined Ebola couple returning to Texas after Mexico does not give 'clearance'

http://wtfrly.com/2014/10/17/cruise-ship-quarantined-ebola-couple-return...

Fri, 10/17/2014 - 17:04 | 5348738 WhyWait
WhyWait's picture

Tip:  Short Carnival.

Fri, 10/17/2014 - 16:34 | 5348644 knukles
knukles's picture

Who cares anymore?

Fri, 10/17/2014 - 17:27 | 5348794 Juvenal laughs
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Where did they get that map? #CNN?

 

Fri, 10/17/2014 - 18:01 | 5348870 limacon
Fri, 10/17/2014 - 19:39 | 5349122 Zero-risk bias
Zero-risk bias's picture

Who tipped a large can of flourescent green paint over India, China and Russia?

Sat, 10/18/2014 - 06:25 | 5349940 AdvancingTime
AdvancingTime's picture

I expected Japan to be in there somewhere. It is clear that the prospects for Japan are lousy. The writing is on the wall. Japan is facing a wall of debt that can only be addressed by printing more money and debasing their currency.

This means paying off their debt with worthless yen where possible and in many cases defaulting on promises made. Japan's public debt, which stands at around 230% of its GDP and is the highest in the industrialized world. They are past the point where they can return to a "free and fair market" interest rate marketing their bonds to the world and still be able to pay the debt service.

The moment the Japaneses stock market fails to rise enough to offset inflation and the people of Japan realize that even a weaker yen will not help we will see a tsunami of money fleeing Japan. This will constitute the end of the line for those left holding both JGBs and the yen. This has been a long time coming and I contend the cross-border flow of money leaving Japan is why some stock markets have remained so resilient . When Japan crumbles it will be felt across the world. More on this subject in the article below.

http://brucewilds.blogspot.com/2014/05/japan-sliding-towards-abyss.html

Sat, 10/18/2014 - 07:16 | 5349977 Midnight Hour
Midnight Hour's picture

Japans dept is mostly with it's central Bank. What would happen with that dept if the Computer that stores that dept fails? 

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