Independent thinking for complex markets and current events
While everyone is hanging on the Fed and the FOMC’s indecision about how many rate cuts next year, there are currency crises – plural – beginning to break out in key places. One of those is Brazil where it has gotten so dangerous the country’s central bank is now regularly intervening in FX spot markets. …
The US Dollar is wiping out currencies worldwide. What a mess. Some type of dislocation is coming. Where and when? Who knows. https://t.co/okZ4Ritxou — QE Infinity (@StealthQE4) December 19, 2024 BREAKING 🚨: Brazil Brazilian Real plunges to its weakest level against the U.S. Dollar in history pic.twitter.com/Pcfv1rpdef — Barchart (@Barchart) December 18, 2024 August 5th …
Political Instability Rising populism signals widespread dissatisfaction with EU leadership. Countries like Hungary and Poland challenge Brussels, creating fractures within the bloc. The EU’s unity is an illusion, with deep divides on energy, immigration, and spending. pic.twitter.com/oNFScZtwpM — GoldSilver HQ (@GoldSilverHQ) December 18, 2024 Social Unrest Widening inequality is fueling protests and strikes across France, …
Another solution 🤷🏻get rid "traffic light" coalition government! It’s been all 🛑 lights 😏 for energy, competitiveness & innovation. — bob gonzales (@BobgonzaleBob) December 16, 2024
The global consumer is in secular decline (with an average 10:1 spending, saving, consuming capability over low-income nation consumers) …and the global low-income nation producers will have fewer and fewer customers of means to purchase their products. Few will acknowledge that a “free-market economy” amid depopulation of consumers is incompatible with a financial system that …
Update on T-bills. Last week’s wild auctions repeated this week, only with flipped maturities. Other related data confirm the sharp demand as well as dealer participation in it. We discuss the implications plus dig into the reason why collateral is so important to begin with, and also why we don’t know nearly enough about what’s …
Syria is a complete mess. People are being dragged through the streets and beaten to death. This is what “liberation” looks like. pic.twitter.com/T6SKIs70ne — Ian Miles Cheong (@ianmiles) December 10, 2024 https://twitter.com/jacksonhinklle/status/1866617309059748156
Fed injected 100million into the banking system this morning. Its probably nothin. pic.twitter.com/HzOJdkbUZW — The Great Martis (@great_martis) December 10, 2024 They injected 2.3billion back few weeks ago. Ongoing liquidity crisis that will get extremely worse. — The Great Martis (@great_martis) December 10, 2024 The blood indicator is VERY close to cross its 100-week MA. …
Profile in WSJ today on struggles of high-end real estate market in Chicago. Again, no one is crying for these sellers, but it’s bad for tax base if property values get reset lower. More taxes for everyone else… We should aspire to have people competing to move here. Not out. https://t.co/RwLK9B6vEb pic.twitter.com/ngr7gKRtsD — Stuart Loren …
by Martin Armstrong I have warned that there will be an exodus of migrants fleeing the United States for Canada in the wake of Trump’s presidency. The Immigration and Refugee Board of Canada said that the sheer volume of asylum seekers has spiked to the highest on record, with the number of cases rising from …
🚨Bloody hell: The delinquency rate on US commercial mortgage-backed securities (CMBS) for offices SURGED to 10.7%, the highest in 11 YEARS. Office CMBS delinquencies have risen even faster than during the Great Financial Crisis. Commercial real estate crisis is getting worse. pic.twitter.com/YK0aIidJWJ — Global Markets Investor (@GlobalMktObserv) December 1, 2024 Sub-prime lenders: 70% DSCR loans …
Current #eurozone spread blow-out should not be read through lens of 2012 #eurocrisis. Unlike in 2012, swap spreads of all sovereign bonds (incl. germany) are moving in same direction = rising basis for #eurozone as a whole. This pattern is closer to #GFC style liquidity crisis.… pic.twitter.com/OBsziN45gx — 🏳️🌈 Patrick Krizan 🇺🇦 (@PatrickKrizan) December 3, …
More work is needed to tackle risks outside the banking sector, according to a Bank of England study which found that a market crisis would be amplified by fire sales of assets by pension funds, hedge funds and other investors. The BoE said a sharp rise in sovereign and corporate bond yields caused by “a …
It’s 2025 in 🇨🇦: Federal, provincial, and personal debt are at breaking points. Food bank lines hit record highs. Homeless encampments spread across cities. Housing is out of reach. Universities and hospitals are buckling. Collapse isn’t a question of if—it’s when. — Shazi (@ShaziGoalie) December 1, 2024 This crazy chart is now updated to include …
https://twitter.com/liberty_fan_/status/1862064036457631819 Germany faces high taxes; green populists push for even higher taxes. https://twitter.com/MichaelAArouet/status/1862399801301635286 And inflation is rebounding: Good Morning from #Germany where #inflation has picked up for the 2nd straight month. In November, prices rose 2.2% YoY, up from 2% in October. The core #inflation rate accelerated to 3% YoY. pic.twitter.com/IK96JqAp11 — Holger Zschaepitz (@Schuldensuehner) …
The difference between the 10-year French government bonds and the German equivalent jumped to the highest since the European Debt Crisis. French bond yields also matched Greek debt for the first time in history. At the same time, the CAC 40, the main stock index in France is DOWN 4% year-to-date. Investors are worried that …
Christopher Whalen, Chairman of Whalen Global Advisors, discusses the banking sector, Bitcoin, gold, stocks, outlook for interest rates, and the future of the economy under a “3-3-3” Scott Bessent policy.
Yes it’s literally this bad out there for housing. Next up, price drops. No one can afford to buy at these prices with mortgage rates this high. There’s no demand because there’s no affordability. If prices dropped, inventory would eventually start moving again. https://t.co/pyAglXFk0B — QE Infinity (@StealthQE4) November 27, 2024 Today’s new home sales …
In this video, we highlight a fed-up Chicago resident who advised Black people to cancel sellouts like Roland Martin, Steve Harvey and Joy Reid.
Ouch! For 15 years, former Texas schoolteacher Kayla Morris put every dollar she could save into a home for her growing family. When she and her husband sold the house last year, they stowed away the proceeds, $282,153.87, in what they thought of as a safe place — an account at the savings startup Yotta …
BREAKING: US bankruptcies in 2024 have officially surpassed 2020 pandemic levels. 570 large US companies have declared bankruptcy year-to-date, the most in 14 years. Over the last 3 months alone, a whopping 182 corporate bankruptcies have been filed. The consumer discretionary sector has been hit the hardest, experiencing 90 large bankruptcies year-to-date. This is followed …
During the 2008 housing crisis banks were throwing loans around like confetti…now instead of home loans it’s auto loans. — midGRAY (@_midGRAY) November 20, 2024 Its starting to affect consumer spending: Target $TGT with a huge earnings miss. Stock is now down 17% in premarket trading The consumer is tapped out 💀 pic.twitter.com/BJNphAbPeA — QE …
Trump will preside over the largest financial reset in American history. — -/EyeOfTheStorm- (@JAThornton2022) November 15, 2024 Turns out shelter cost inflation has consequences https://t.co/6S80BJUzxC — Darth Powell (@VladTheInflator) November 16, 2024 🚨 BREAKING NEWS 🚨 THE FED JUST MADE A MASSIVE MISTAKE… AFTER AGGRESSIVE RATE CUTS INFLATION IS BACK ON THE RISE AND CORE …
On his first day in office, President Trump will be walking into a fiscal disaster. Brandon Smith of Alt-Market.us lays out an aggressive plan to salvage the U.S. economy from the brink of collapse – and explains the crucial role physical gold and silver will play… By Brandon Smith For the past several months I’ve been …
THE EURO SWAP CASH BASIS HAS JUST WENT NEGATIVE FOR THE VERY FIRST TIME SINCE 1999 WHENEVER THIS GOES NEGATIVE IT MEANS THAT WE ARE EXPERIENCING LIQUIDITY ISSUES, ECONOMIC UNCERTAINTY AND OVERALL MAJOR ECONOMIC PROBLEMS THIS BUBBLE IS ABOUT TO POP… This is incredible – simultaneously… pic.twitter.com/B3APANZ7fm — fuzzyfacts (@CostcoPM) November 10, 2024 Dow Jones …
All these meltdown videos have made it pretty clear there's definitely a mental health crisis in this country pic.twitter.com/JM5JDuPdUo — TaraBull (@TaraBull) November 9, 2024 VIDEO: Liberal Tears Continue To Flow But Now They Are Calling For Violence Against Trump and His Supporters. Watch The LIVE Stream Here: https://t.co/B2W0a3YUQ4 pic.twitter.com/xqfXYvdJru — Alex Jones (@RealAlexJones) November …
MH issue not physical issue Pennsylvania Since the election results have named Donald J. Trump the nation’s 47th president, an uptick in trans and queer youth around the nation, and across the Commonwealth reaching out to local hotlines and services Executive director of the Project with branches across Pennsylvania, Corrine Goodwin shared that the number …
Imagine how much higher interest expense pushes debt if the Fed can't keep long term interest rates at current yields or lower. pic.twitter.com/sIT53e4n5e — David Sommers (@dgsommersmkts) November 5, 2024 I have seen more than my fair share of financial crises during my time in the U.S. government. I was the assistant secretary of the …
Yield erosion accelerates. Dow jones breaches 3 months trend line Nasdaq Double top . Semiconductors Down 13% from A/T high. Gold forewarning. Cattle misdirected with hope and bullish narrative. DXY up 5% from low. The $VIX forewarning. God bless and Godspeed. Yield erosion accelerates.Dow jones breaches 3 months trend lineNasdaq Double top .Semiconductors Down 13% …
The car market bubble: ~33% of Americans who financed their cars now owe more on their loans than the vehicle is worth. This represents 31 million auto-loan accounts registered by the Consumer Financial Protection Bureau. Making things worse, used vehicle prices in the US have dropped by ~22% over the last 3 years. Additionally, 24.2% …