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TRIGGER$ October 2018
IN-DEPTH: TRANSCRIPTION – TURKEY, EM & THE EU BANKING CRISIS II – PART II
IN-DEPTH: TRANSCRIPTION – TURKEY, EM & THE EU BANKING CRISIS II – PART II COVER AGENDA SLIDE 5 THE ECHO BOOM We laid out what the Emerging Markets’ problems would eventually be as a result of Quantitative Easing when we did a series of UnderTheLens videos beginning in 2013 entitled “The Echo Boom”. They can […]
US TREASURY BULL MARKET TO RESUME – A ROADMAP WITH YIELD EXPECTATIONS
US TREASURY BULL MARKET TO RESUME – A ROADMAP WITH YIELD EXPECTATIONS With the economic expansion nine months from being the longest in U.S. history, the yield curve nearly flat and housing market indicators peaking earlier this year, it doesn’t take much imagination to see what’s next: a recession and falling interest rate cycle – […]
Q3 EARNINGS EXPECTED TO GROW 21% Y-o-Y DUE SIGNIFICANTLY TO LOWER TAXES
Q3 EARNINGS EXPECTED TO GROW 21% Y-o-Y DUE SIGNIFICANTLY TO LOWER TAXES Starting next Friday, the big money center banks will report Q3 earnings, launching third quarter earnings season, which for the third consecutive quarter is expected to be stellar. According to consensus, S&P 500 3Q EPS will grow by 21% Y/Y, which while a […]
THE GLOBAL DISTORTIONS OF DOOM – HYPER-INDEBTED ZOMBIE CORPORATIONS
THE GLOBAL DISTORTIONS OF DOOM – HYPER-INDEBTED ZOMBIE CORPORATIONS The defaults and currency crises in the periphery will then move into the core. — SOURCE: 10-07-18 Charles Hugh Smith & Gordon T Long – “The Global Distortions of Doom Part 1: Hyper-Indebted Zombie Corporations” — It’s funny how unintended consequences so rarely turn out to be good. The […]
MARKET WATCHING FANGS FOR SIGNAL OF A FED MISCUE!
MARKET WATCHING FANGS FOR SIGNAL OF A FED MISCUE! Swiss private bank has reduced holdings of U.S. equities Index of giant tech shares is down 13% since June peak If the Federal Reserve tightens U.S. monetary policy too far, investors in the bull market’s biggest winners will feel the pain first, according to Bank Julius […]
THE LAST TIME YIELDS ROSE THIS FAST THE MARKET DROPPED DOUBLE DIGITS
THE LAST TIME YIELDS ROSE THIS FAST THE MARKET DROPPED DOUBLE DIGITS “We are at some sort of critical moment, a crossroads, for bond and equity markets,” Marie Owens Thomsen, global head of economic research at Indosuez Wealth Management, said noting that while U.S. 10-year yields at 2% unequivocally favored equity investment, this was not […]
QT DRIVING GLOBAL BOND SUPPLY & RISING YIELDS
QT DRIVING GLOBAL BOND SUPPLY & RISING YIELDS Prophesies of doom are everywhere. There’s billionaire investor Stan Druckenmiller, who says our “massive debt problem” will ignite a crisis. Oaktree Capital’s Howard Marks warns that public and private debt will be “ground zero when things next go wrong.” And Citadel’s Ken Griffin sees a credit binge ending badly. And they […]
ON TRACK FOR $1 TRILLION IN STOCK BUYBACKS IN 2018 – CORRELATION INTACT
ON TRACK FOR $1 TRILLION IN STOCK BUYBACKS IN 2018 – CORRELATION INTACT According to TrimTabs, $827 billion in stock buybacks have been announced so far this year. Furthermore, if stock buyback activity continues to rise in the fourth quarter, it is likely that we will reach $1 trillion in stock buybacks in 2018. The […]