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Here's The Chart That Deutsche Bank Says Everyone Needs To Look At
Deutsche Bank Chief International Economist Torsten Sløk minces no words with his latest chart of the day. "In my view, every asset allocation team in the world should have this chart hanging on their wall," he writes.
The chart shows that a year ago, markets expected both the ECB and the Fed to hike rates at the same time (in early 2016). But now the implied gap has never been wider.
"The investment implication is clear: Expect that the benefits we have seen of QE in the US over the past 3 to 5 years will be playing out in Europe over the coming 3 to 5 years," says Sløk.
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Of course, given the rate of back-pedaling by Fed officials and the ECB Taper topic already being discussed, the rapidity of this "every nation is an island" view of the world may quickly come tumbling down when European decoupling proves not to be...
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Embrace the delta...
"Expect that the benefits we have seen of QE in the US over the past 3 to 5 years...."
Benefits? BENEFITS??? OMG, LMFAO. These people are nincompoops.
A rate hike seems to be the last thing either the Fed Res or the ECB would do...until they want to crash everything. So why would anyone expect them to do that? Nothing's priced in. Abject 1st world poverty ain't priced in. Mad Max definitely ain't priced in.
One global banking syndicate, not 'many'.
It's just our oceans that separates the color of ink a particular self-proclaimed central bank uses on their fiat. They're all broke and insolvent together. The global banking ship is one big catastrophe waiting to happen - and it will, otherwise they wouldn't have gone crazy inventing all kinds of idiotic acronyms to name "printing".
Bailing out your insolvent buddies has never been more Shakespeare-ish.
Sløk off.
Option adjusted spreads and forward curves have no meaningful predictive capacity.
Been strenuously studied time and again, published papers. But never let facts interfere with a good story to scare the portfolio managers into printing more tickies and commissions
Is it still a catastrophe if you deliberately run the ship aground?
It doesn't seem like a small coincidence that virtually all nations are broke simultaneously. It would seem that if your goal is to create a single world government, a worldwide financial collapse would fit the bill nicely. This is not to imply that all broke nations are complicit as they, like the rest of us, may just be playing their assigned roles without knowing it. But this does seem like a crisis brewing that many will see as to important to waste, even if they had to orchestrate it themselves.
Certainly not before the November 2016 elections and certainly not after the elections...
People named Torsten used to be vikings - people williing to risk their own lives. Now they are still pirates but far from brave. Heritage lost.
I'm making over $7k a month working part time. I kept hearing other people tell me how much money they can make online so I decided to look into it. Well, it was all true and has totally changed my life. This is what I do... www.globe-report.com
aren't this the same Rothschild entities?
So let's go long Europe equity and short the Euro against the USD. Or conversely, let's go long the USD against the Euro and buy protection against US equities dropping with Puts, the VIX, and/or 10x leveraged bear funds. Or maybe I should do the exact opposite as all of these Honky Mo-Fos are just jerking our chain to suck whatever's left from the masses. Actually, I know, why don't I invest in 10 year Bunds that are now yielding, what, a whopping 20 basis points just to ensure my return of capital (as who needs a return on capital these days).
You know what, fuck it as I'm going all in Ukraine, Yemen, and Greek equities. At least it will be one hell of a show.
No, no, no. You have create allowances to calculate the numerolgy.
Factor in the seventh day of the seventh month in the seventh year of last seven of the 49 year cycle.
It's all sixes and sevens. Put options on all those days.
w,w,wait, I get the sevens...
how will the sixes fit in?
Should Banksters move to Europe? Or financial transactions know no borders?
LONDON (Reuters) - Britain's top equity index sprinted to new record highs on Friday, as real-estate stocks extended gains from a rebound in property prices and drugmaker Shire (SHP.L) got a lift from a positive product review.
The FTSE 100 (.FTSE) ended up 1.1 percent at 7,089.77 points, its highest ever closing level.
http://finance.yahoo.com/news/ftse-nears-time-high-real-082530680.html
Crazy stuff, eh.
Everyone on THE FUCKING PLANET EARTH needs to base their entire existence on Rothschilds JOOBUCKS... OR ELSE!...
Thar Be Snapdragons.
So I take it this means if you're a 1 percenter in Europe, prepare to get even more wealthy.
If you aren't, well that's too bad.
We know that happened here in USSA thanks to QE, so assume it's by design, they want it that way.
But, but, but, it's for the childdens, 'cause you know we do gaaaaaaaaawd's work!
Fortunately the Europeans are disarmed. Not that being armed has proven to mean much these days.
Sure, they're going to raise rates, just as soon as their martial law: plans, equipment, and response teams are 100% and give them the "All Go" notification.
So August then ?
The FTSE a commodity heavy index at records. Says it all
They will hike when friends and cronies are well placed to benefit, and not a minute sooner.
The banksters need to repay us.
What does one call a tree with a bankster hanging from it? A Liberty Tree.
What does one call a tree with a bankster hanging from it?
a good start
a good reason to plant trees
productive use of a renewable recourse..
Who here thinks the EU will have the same membership in 2019 that it does now? That, in addition to the problem of diminishing returns on global QE make me doubt this will turn out as expected.
I don't listen to criminal banksters
Even if I thought there was going to even be a 2019 for the ECB, the hard fact is that they'll tighten when it suits our masters, not a day before.
That day's not likely to come until wages have equalized between the developed and developing world. If our masters don't pull the plug in the interim that'll take another generation at least.
Two trillion sitting in bank reserves will buy a lot of pennies on the dollar fire
sale stawks.I'd say they are about ready now.My richest clients agree and have evacuated
the stawk 'market'.Only fools and pension funds are left in.
Ha! At first glance I thought that was the chart of S&P vs. GAAP earnings! How silly of me...
bait & switch
Hey Slok, I think maybe you should have this graph posted in all your offices and bank branches, so everyone will know who to blame.
http://www.zerohedge.com/sites/default/files/images/user5/imageroot/2013...
Long concentration camps
My Favorite Muslim
http://thesaker.is/the-saker-interviews-sheikh-imran-hosein/
I particularly like the part about Sharia Law for Lower Manhattan
At 44:38 of the video discusses fractional reserve banking
I dont know...the bankers think they know what they are doing in regards to finance, but they lack in regards to knowing other things.
I mean, people are starting to shoot back at the police who are shooting at us, and its getting worse everyday. the majority of the people in this country are on prescription drugs. The unemployemnt rate is probably 50% when you look at the real numbers. Almost 100 million out of the work force? But the unemployment rate is 6%? The military is waking up. The article on the california drought was a fluff article, its way worse than they say.
There is NO snow anywhere, farmers are selling their underground water instead of growing food, etc. And if you have not seen the NASA satellite, it shows the groudwater pretty much dried up. etc etc.
ISIS, made in the west, is out of control, they created a frankenstein.
I say, if we make it to September, I will be shocked. The only reason it hasnt collpased yet is because many are living off all the money made in the past decades, and that money is running out...
Articles such as this one, are made to make people think this will go on another 5-10 years. You believe douche bank?