EMERGENCY CURRENCY SWAP LINES ACTIVATED BY EU, ECB TO BRACE FOR “NO DEAL” BREXIT A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS & PUBLIC ACCESS) READERS REFERENCE SOURCE: 03-06-19 – “EU, ECB Activate Emergency Currency Swap Line To Brace For ‘No Deal’ Brexit” MATASII SYNTHESIS: The BoE and the ECB have agreed to create an emergency currency swap […]
TRIGGER$ February 2019
THE SPX:TNX RATIO BOUNCED OF THE NECKLINE WHEN THE CENTRAL BANKS REACTED
THE SPX:TNX RATIO BOUNCED OF THE NECKLINE WHEN THE CENTRAL BANKS REACTED A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-SII & PUBLIC ACCESS) READERS REFERENCE SII – BONDS & CREDIT MATASII SYNTHESIS: We at N+MATASII watch the SPX:TNX Ratio very closely as it is a proven overall market indicator, especially since the advent of QE and domination of […]
THE ONLY THING THAT MATTERS TO THE MARKET IS GLOBAL MONEY SUPPLY
THE ONLY THING THAT MATTERS TO THE MARKET IS GLOBAL MONEY SUPPLY A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-RESEARCH & PUBLIC ACCESS ) READERS REFERENCE MATA: PATTERNS Stocks decoupled from Earnings expectations… Stocks decoupled from Macro data… Global Stocks decoupled from global bonds… HOWEVER: Global Stocks perfectly coupled with Global Money Supply (and Global Central Bank balance […]
THE SMART MONEY CALLED THIS RALLY EXTREMELY WELL – NOW THEY ARE LEAVING
THE SMART MONEY CALLED THIS RALLY EXTREMELY WELL – NOW THEY ARE LEAVING A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-RESEARCH & PUBLIC ACCESS ) READERS REFERENCE MATA: PATTERNS
CHINA’S NPC / CPPCC REPORT: SUGGESTS CHINA HAS BIG PROBLEMS!
CHINA’S NPC / CPPCC REPORT: SUGGESTS CHINA HAS BIG PROBLEMS! A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-RESEARCH & PUBLIC ACCESS ) READERS REFERENCE MACRO: REGIONAL – CHINA SOURCE: 03-05-19 – Rabobank, Michael Every – “There Are Big Problems With China’s Annual Policy Report” FULL SOURCE: There Are Big Problems With China’s Annual Policy Report No Good (Start the […]
YOU WILL BE LEARNING ABOUT”CLO’S” DURING THE NEXT FINANCIAL CRISIS – MATASII ADVISES YOU GET A HANDLE ON IT NOW
YOU WILL BE LEARNING ABOUT”CLO’S” DURING THE NEXT FINANCIAL CRISIS – MATASII ADVISES YOU GET A HANDLE ON IT NOW A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS & PUBLIC ACCESS) READERS REFERENCE SOURCE: 03-03-19 – “Satyajit Das: The CDO Bomb That Blew Up In 2008? There Is A New One” Satyajit Das: The CDO Bomb That […]
SII – S&P 500 UPDATE
SII – S&P 500 UPDATE A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-SII & PUBLIC ACCESS) READERS REFERENCE SII – S&P 500 UPDATE MATASII SYNTHESIS: We have achieved our expected price level for our Right Shoulder, however it is faster than expected, We suspect there will be “consolidation” movement to move ti further in time to the right […]
MORGAN STANLEY SHOCKS WITH CALL THAT Q1 WILL MARK THE TROUGH
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 […]
MORGAN STANLEY: CHINA’S CURRENT ACCOUNT DEFICIT A KEY TURNING POINT IN 2019
MORGAN STANLEY: CHINA’S CURRENT ACCOUNT DEFICIT A KEY TURNING POINT IN 2019 A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS & PUBLIC ACCESS) READERS REFERENCE SOURCE: 02-24-19 – “Morgan Stanley: China’s Current Account Deficit Will Be The Most Important Turning Point In 2019” MATASII SYNTHESIS: China’s trade surplus has shrunk by a third in just three years: In […]
ILLINOIS CONSIDERING “ASSET TRANSFER” FOR PUBLIC PENSION FUNDING CRISIS — BE AFRAID!!
ILLINOIS CONSIDERING “ASSET TRANSFER” FOR PUBLIC PENSION FUNDING CRISIS — BE AFRAID!! A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-RESEARCH & PUBLIC ACCESS ) READERS REFERENCE MACRO: US – PUBLIC POLICY SOURCE: 02-14-19 – Mark Glennon- “‘Asset Transfers’ To Pensions: Be Afraid” MATASII SYNTHESIS: Illinois state pensions are officially reported to have assets about $130 billion less than what […]