Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS EU BANKING CRISIS II WILL THE EU BE THE FIRST CASUALTY OF A SPRUNG GLOBALIZATION TRAP? No major region in the world is presently being economically hit harder than the Euro Area! The EU is not only one of the hardest-hit by the COVID-19 pandemic, but also the weakest, most […]
DRAGHI PREPARES MARKETS FOR MONETARY EASING & FURTHER EURO DEBASEMENT Draghi outlined during the ECB’s annual conference in Sintra, Portugal that: The current EU outlook “remains tilted to the downside,” More stimulus will be needed if the outlook doesn’t improve. More interest-rate cuts and more QE are part of the central bank’s arsenal. Risks […]
ARE TURKEY’S “ZOMBIE” CORPORATIONS THE EU BANKING SYSTEM’S TIPPING POINT? The 2011-2012 EU Banking Crisis which started in the peripheral nations (“PIGS” – Portugal, Ireland, Greece & Spain) was contained there. Today we have serious problems in the EU closer to the core, in Italy. Even Germany, as the bastion of European Banking has problems […]
EU DISINTEGRATION HAS BEGUN UNDER THE PRESSURE OF AN EU RECESSION, GLOBAL SLOWING & BREXIT MATASII RESEARCH ANALYSIS & SYNTHESIS: [SITE INDEX — TIPPING POINTS – EU BANKING CRISIS] ZOMBIFIED ECONOMY: Despite the ECB’s subsidy of the Eurozone’s banking system, it remains in a sleepwalking state similar to the non-financial, non-crony-capitalist zombified economy. Gone are the […]
IMF & BIS WARN: EUROZONE, EMERGING MARKETS WILL BE CRUSHED IN NEXT CRISIS MATASII RESEARCH ANALYSIS & SYNTHESIS: [SITE INDEX — TIPPING POINTS – GLOBAL GOVERNANCE FAILURE] With central banks now leery of injecting further liquidity via QE, while ZIRP and NIRP no longer suffice to boost economies, it remains unclear just who will provide […]
THE 5 EU BANKS (4 OF 5 ON MATASII’S WATCH LIST) MOST EXPOSED TO TURKEY’S WORSENING CRISIS MATASII RESEARCH ANALYSIS & SYNTHESIS: [SITE INDEX — TIPPING POINTS – GLOBAL GOVERNANCE FAILURE] The Lira has been a one way train lower ever since the Turkish Central Bank ended the idiotic experiment with crushing all foreign investor […]
AN INESCAPABLE “DOOM LOOP” FOR THE EUROPEAN BANKS A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS & PUBLIC ACCESS) READERS REFERENCE SOURCE: 03-19-19 – – “European Banks’ Inescapable “Doom-Loop”” MATASII SYNTHESIS: The initial negative reaction of their stocks to a new round of loans from the European Central Bank – which are expected to have less favorable terms than in […]
BATTLE BETWEEN ITALY & EU INEVITABLE – WILL RESOLUTION BE DEFAULT OR EXIT? A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS & PUBLIC ACCESS) READERS REFERENCE SOURCE: 03-08-19 – Oriental Review – “Default Or Exit: A Battle Between Italy And The EU Is Inevitable” MATASII SYNTHESIS: A BANKING PROBLEM It is often more profitable for banks to keep their money […]
A HISTORY: FED VS ECB POLICIES (ZOMBIFICATION OF EUROPE’S BANKS) A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS & PUBLIC ACCESS) READERS REFERENCE SOURCE: 03-06-19 -Gunther Schnabl and Thomas Stratmann via The Mises Institute, Fed Policy vs. ECB Policy: A Comparison – “The Progressive Zombification Of Europe’s Banks” MATASII SYNTHESIS: In the euro area, shaky banks survive because […]
ECB UNVEILS MASSIVE EASING & EUROPEAN BANKS TUMBLE?? THIS IS BAD!! A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS & PUBLIC ACCESS) READERS REFERENCE SOURCE: 03-07-19 – KimbleCharting – “”This Is Bad” – European Banks Tumble As ECB Unveils Massive Easing: Here’s Why It’s Not Working” MATASII SYNTHESIS: The major takeaway from this is that algos, which simply […]
