New Zealand
Place To Go When War Starts
Submitted by Pivotfarm on 06/22/2015 13:53 -0500Nobody can deny that the chances of war are increasing in the world.
The Dollar's Travails
Submitted by Marc To Market on 06/20/2015 08:31 -0500Trying to make sense of the global capital markets.
Chinese Iron Ore, Steel Prices Collapse Despite Government Stimulus
Submitted by Tyler Durden on 06/16/2015 19:00 -0500A funny thing happened in the last year since China gave up on its hard-line reforms and folded back to stimulate by all means necessary... the financial economy soared and the real economy sunk. Iron Ore prices are near record lows and Rebar prices are at record lows as stocks spike.. and this should be no surprise since we were told by a rural Chinese chap recently that "making money in stocks is a lot easier than farmwork" or construction or real world activity.
The "Global Macro Investor" - An Interview With Raoul Pal
Submitted by Tyler Durden on 06/14/2015 08:58 -0500- Alan Greenspan
- Aussie
- Australia
- Bear Market
- Behavioral Economics
- Bitcoin
- Bond
- Brazil
- Carry Trade
- Central Banks
- China
- Crude
- Crude Oil
- Demographics
- Equity Markets
- Germany
- goldman sachs
- Goldman Sachs
- Great Depression
- Greece
- Gundlach
- Helicopter Ben
- Howard Marks
- India
- Iran
- Italy
- Japan
- Jeff Gundlach
- Julian Robertson
- Kazakhstan
- keynesianism
- Lehman
- Market Breadth
- MF Global
- Monetary Policy
- New Zealand
- None
- Norway
- Paul Tudor Jones
- Portugal
- Private Equity
- Quantitative Easing
- Random Walk
- Real estate
- Reality
- Recession
- Technical Analysis
- Unemployment
- Volatility
"We have a problem with this, and that is central bank hubris. They now think that they are omnipotent, because, essentially the government has said we are going to pass over all control of the economy to the central banks, they say to everybody else including financial market participants that “you don’t know, you don’t understand, we have our models and they are right”. And that kind of hubristic approach is when you sow the seeds of your own destruction."
Dollar Tone Heavy; Can FOMC Lift It?
Submitted by Marc To Market on 06/13/2015 09:02 -0500No follow through dollar buying against euro, yen and sterling after data showing US economyis recovering from weak Q1. What is happening? What is the outlook?
Futures Flat As Latest Greek Euphoria Questioned; Chinese Economy Bounces In Night Of Rate Cuts
Submitted by Tyler Durden on 06/11/2015 05:56 -0500- Auto Sales
- Bond
- Budget Deficit
- Central Banks
- China
- Continuing Claims
- Copper
- Corruption
- CPI
- Creditors
- Crude
- Crude Oil
- default
- Economic Calendar
- fixed
- France
- Germany
- Greece
- headlines
- Initial Jobless Claims
- Iraq
- Italy
- Jim Reid
- M2
- New Zealand
- Nikkei
- PIMCO
- Portugal
- Precious Metals
- RANSquawk
- Real estate
- recovery
- Saudi Arabia
- Unemployment
- Volatility
- World Bank
- Yen
It has been a mostly quiet overnight session with Europe solidly green on another bout of Greek hope even as Bundesbank's Weidmann warned that Greek insolvency risks are rising and Greece reporting that its unemployment rose once more from 26.1% to 26.6% in Q1, in which we got two more rate cuts by New Zealand (which sent the Kiwi crashing the most since 2011) and South Korea (the Won initially dipped only to rebound) but China stole the stage with its latest report on retail sales, industrial production, and fixed investment all of which showed a modest bounce from multi-year lows suggesting the PBOC's attempts to shock the economy into growth may be starting to work (which is bad news for the market).
Big Pharma Revealed As Puppetmaster Behind TPP Secrecy
Submitted by Tyler Durden on 06/11/2015 03:13 -0500When it came to the highly confidential TPP, it was unclear just which corporations were dominant in pulling the strings. Now thanks to more documents published by Wikileaks, and analyzed by the NYT, it appears that "big pharma" is the mastermind behind the Trans Pacific Partnership, which if passed will "empower big pharmaceutical firms to command higher reimbursement rates in the United States and abroad, at the expense of consumers" according to "public health professionals, generic-drug makers and activists opposed to the trade deal."
Greek Economy In "Doomsday" Tailspin: 59 Businesses, 613 Jobs Lost Each Day, Suppliers Demand Cash Up Front
Submitted by Tyler Durden on 06/10/2015 09:50 -0500While the Greek government has wasted the past 4 months experiment with game (and hope) theory-based negotiations with the Troika, debating what reforms it should implement, what the budget surplus should be, and how much of a pension and wage haircut the local workforce should undergo just to keep the trickle of European money flowing and "allow" the IMF to repay Greek IMF obligations and the ESM to repay the ECB, the Greek economy has slammed into a brick wall because according to Greece's retailers association, about 59 businesses close down and some 613 jobs are being lost each day.
Drivers in the Week Ahead
Submitted by Marc To Market on 06/07/2015 12:36 -0500- Australia
- Auto Sales
- Capital Markets
- China
- Consumer Prices
- CPI
- Creditors
- default
- Equity Markets
- Eurozone
- Federal Reserve
- Futures market
- Greece
- Japan
- LIBOR
- Mexico
- Monetary Policy
- New Zealand
- Nikkei
- Norges Bank
- Norway
- Real Interest Rates
- recovery
- Swiss Franc
- Swiss National Bank
- Turkey
- Volatility
- Yen
- Yuan
Why has the dollar jumped in recent weeks? Global conspriacy and lies? Are thousands of investors and participants being deluded?
Dollar Outlook
Submitted by Marc To Market on 06/06/2015 08:17 -0500Grit your teeth if you have to. Cry if you want to. US labor market is improving and the dollar is strengthening.
Top 10 Military Spenders
Submitted by Pivotfarm on 06/03/2015 18:09 -0500A man of distinction in today’s world is a man that throws his money in military monkey business, the shenanigans that our wealthiest nations excel at.
More and More Countries Join the War on Cash...
Submitted by Phoenix Capital Research on 06/03/2015 11:38 -0500In the last 24 months, Canada, Cyprus, New Zealand, the US, the UK, and now Germany have all implemented legislation that would allow them to first FREEZE and then SEIZE bank assets during the next crisis.
Key Events In The Coming "Most Impotant Jobs Report Ever" Week
Submitted by Tyler Durden on 06/01/2015 08:15 -0500- Australia
- Beige Book
- BOE
- Brazil
- China
- Conference Board
- Consumer Confidence
- Consumer Credit
- Consumer Prices
- CPI
- Czech
- Deutsche Bank
- Economic Calendar
- Eurozone
- fixed
- France
- Germany
- Greece
- headlines
- Hong Kong
- Hungary
- India
- Initial Jobless Claims
- Italy
- Japan
- Mexico
- Monetary Base
- Money Supply
- New Zealand
- Norway
- Personal Income
- Poland
- Romania
- Switzerland
- Trade Balance
- Turkey
- Ukraine
- Unemployment
- United Kingdom
June is off with a bang, and a very busy week in the macro economic calendar, both globally and in the US, which culminates with the latest "most important ever" payrolls report, one which will surely be closely watched by a Fed which may hike as soon as a few weeks from now (but probably won't).
May Flies, but June Bugs
Submitted by Marc To Market on 05/31/2015 09:38 -0500- Australia
- Australian Dollar
- Auto Sales
- B+
- Bank of England
- Capital Markets
- China
- Copenhagen
- CPI
- Creditors
- Eurozone
- Federal Reserve
- France
- Futures market
- Germany
- Greece
- Initial Jobless Claims
- Italy
- Japan
- Middle East
- New Zealand
- Nikkei
- non-performing loans
- None
- OPEC
- Recession
- recovery
- Saudi Arabia
- Shadow Banking
- Shenzhen
- Trade Deficit
- Transparency
- Turkey
- Unemployment
- Yen
A non-bombastic look at the week ahead and a number of key events in June. These could set the tone for Q3 and beyond.
Dollar Bulls may Pause after Strong Second Half of May
Submitted by Marc To Market on 05/30/2015 09:19 -0500Combination of important events/data and large move in last two weeks, the dollar may pullback/consolidate in the days ahead.





