Bubble Watch: Warning Signs That The Everything Bubble Will Burst in 2018

I believe 2018 will be the year inflation arrives.

The reason, as I’ve noted throughout mid-2017, is that multiple Central Banks, particularly the European Central Bank (ECB), Bank of Japan (BoJ) and Swiss National Bank (SNB) have maintained emergency levels of QE and money printing, despite the fact that globally the economy is performing relatively well.

All told, in 2017 alone, these Central Banks will printed over a $1.5 trillion in new money and funneled it into the financial system. This is an all-time record, representing even more money printing than what took place in 2008 when the whole world was in the grips of the worst crisis in 80 years!

And it has finally unleashed the much sought after inflation. Around the world, inflationary data are breaking out to the upside. Producer prices are soaring in the EU, Japan, China and the US.

H/T Jeroen Blokland

Why does this matter?

Because the $199 TRILLION Bond Bubble trades based on inflation.

When inflation rises, so do bond yields to compensate.

When bond yields rise, bond prices FALL..

And when bond prices fall, this massive bubble, which I call The Everything Bubble bursts.

This process has already begun. Around the world, bond yields are spiking to the upside as the bond market adjusts to the threat of future inflation.

The time to prepare for this is NOW before the carnage hits.

On that note, we are putting together an Executive Summary outlining all of these issues as well as what’s to come when The Everything Bubble bursts.

It will be available exclusively to our clients. If you’d like to have a copy delivered to your inbox when it’s completed, you can join the wait-list here:


Best Regards

Graham Summers

Chief Market Strategist

Phoenix Capital Research


LawsofPhysics Thu, 12/14/2017 - 11:12 Permalink

"trades based on inflation"yes, an inflation number that is never going to be honestly reported!!!!!Fuck off Graham, go learn a tradable skill you useless paper-pushing fuck.

aliens is here Thu, 12/14/2017 - 12:20 Permalink

First it's 2016 then it's 2017 now it'll be 2018 next it'll be 2019. Come on stop predicting shit already. The truth is no one knows but the FED. Is this Graham guy trying to up Peter Schiff?

taketheredpill Thu, 12/14/2017 - 13:04 Permalink

The spike in US 10 year yields was in November 2016 as the market priced in the "Trump miracle".For anybody who has forgotten, Trump was going to have same effect as Reagan in the 80s.  I won't repeat all the resons why 2016 isn't the same as 1982.Anyhoo.....thats why US yields popped.