THE SMART MONEY NOW POSITIONED FOR LATE 2020 RECESSION & SECULAR STAGNATION Wall Street’s professional investors are preparing for the worst, with two-thirds once again falling into the “secular stagnation” camp ahead of what is now a consensus call for a recession in the second half of 2020. According to the latest monthly Fund Manager […]
FEDEX AGAIN SIGNALS THE GLOBAL RECESSION MAY BE ALREADY UNDERWAY A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS & PUBLIC ACCESS) READERS REFERENCE SOURCE: 03-12-19 – Michael Snyder via The Economic Collapse blog, – “FedEx Is Talking As If A Global Recession Has Already Begun… And The Numbers Back That Up” MATASII SYNTHESIS: We are facing the worst global […]
GLOBAL FORECAST CUT IN HALF BY ECONOMISTS AS “IT HAS TAKEN US BY SURPRISE!” A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-RESEARCH & PUBLIC ACCESS ) READERS REFERENCE MACRO: GLOBAL – ASSESSMENT SOURCE: 03-11-19 – – “Economists Cut Global Growth Forecast In Half, Admit Slowdown “Has Taken Us By Surprise”” MATASII SYNTHESIS: Bloomberg economics’ global GDP tracker has been downgraded to […]
MORGAN STANLEY SHOCKS WITH CALL THAT Q1 WILL MARK THE TROUGH A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-RESEARCH & PUBLIC ACCESS ) READERS REFERENCE MACRO: MACRO OUTLOOK SOURCE: 03-03-19 – “Commodities attempting breakout off 7-year support!” MATASII SYNTHESIS: Morgan Stanley is increasingly “inclined to believe that our house forecast of growth bottoming out in 1Q19, aided by a […]
GLOBAL SLOWDOWN IS NOW SERIOUS: WEAKEST GROWTH SINCE FINANCIAL CRISIS A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS & PUBLIC ACCESS) READERS REFERENCE SOURCE: 02-18-19 – Bloomberg – “Global Slowdown Leaves Growth Weakest Since Financial Crisis” MATASII SYNTHESIS: A UBS model suggests world growth slowed to a 2.1 percent annualized pace at the end of 2018, which it […]
EUROPE DETERIORATING QUICKLY: LIKELY IN, OR VERY NEAR THE VERGE OF RECESSION A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-RESEARCH & PUBLIC ACCESS ) READERS REFERENCE MACRO: MACRO OUTLOOK MACRO: REGIONAL – EU SOURCE: 02-13-19 – “”Things Are Deteriorating Quite Fast”: Europe Emerges As World’s “Weakest Link”” MATASII SYNTHESIS: According to Bloomberg, Europe has indeed emerged as the world’s […]
GLOBAL TRADE SLOWDOWN IS REAL & SIGNIFICANT A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-RESEARCH & PUBLIC ACCESS ) READERS REFERENCE MACRO: OUTLOOK SOURCE: 02-10-19 – “Global Trade Hits A Brick Wall” MATASII SYNTHESIS: GLOBAL TRADE The Baltic Dry Index fell to its lowest level in almost three years this week and is now down 44% y/y. A measure […]
MORE SIGNS OF RAPIDLY SLOWING GLOBAL ECONOMY A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-RESEARCH & PUBLIC ACCESS ) READERS REFERENCE MATA: DRIVERS – CREDIT SOURCE: 01-02-19 – “Global Economic Slump Imminent As Korean Exports ‘Canary’ Crashes” YOUR MATASII RESEARCH TAKEAWAYS: South Korea is the first major exporter to report trade data each month, so provides an early reading of global […]
