Independent thinking for complex markets and current events
Beijing cracks open on producer prices, China PPI surges 1.7 percent mom and ends the deflation run, last domino falls hard into 2026. 1.7 percent mom producer price spike ends the long deflation party, China factories crank costs higher, last domino tumbles while global buyers get the bill. They swore deflation was permanent, now look …
Japan was always the endgame https://t.co/Aa2Z1PAwu2 pic.twitter.com/MVzGkZfB1G — zerohedge (@zerohedge) January 14, 2026 THE GLOBAL COLLAPSE IS STARTING IN JAPAN JPY-USD: ALL TIME LOW JPY-EUR: ALL TIME LOW JPY-GOLD: ALL TIME LOW This is a WARNING. You donât see this in a normal market. Japan is the key domino. When JPY slides like this, it …
Venezuela could be just the first domino of Trump's 'Don-roe Doctrine' as it's revealed he told oil exec to 'get ready' before ousting Maduro https://t.co/mrEoNca8yQ — Daily Mail (@DailyMail) January 6, 2026 The capture of Venezuelan leader Nicolas Maduro could be just the first step in an ambitious campaign as a new document lays out …
BREAKING đ¨ US OFFICE OF FINANCIAL RESEARCH SHOCKED TO LEARN OFF-EXCHANGE REPO MARKETS (DARKPOOL REPO LOANS) EXCEEDS $5 TRILLION đą That’s over 100% MORE than expected… The report states this could cascade into domino bankruptcies and systemic crisis. Lehman Bros on mega steroidsđĽ Repo = basically short-term loans backed by bonds that can amplify systemic …
“US consumers’ outlook on their longer-term financial situation has deteriorated to the worst level in over a decade.” #recession … #GFC2 US #Consumer edition Just a "vibecession", right? đ https://t.co/JkqRlanAj8 — Invariant Perspective (@InvariantPersp1) October 14, 2024 Flows turned negative for HY BofA pic.twitter.com/7sVRTRIzyx — Win Smart, CFA (@WinfieldSmart) October 14, 2024 JUST IN: OPEC …
Israel is reportedly preparing to launch an attack on Iran, which will result in the sudden closure of the Strait of Hormuz. This strategic waterway, crucial for global oil shipments, will be blocked, sending oil prices skyrocketing and causing widespread economic disruption. Global markets will be reeling as nations brace for the fallout, with fears …
1/ If the National pension fund of Japan sells UST for their cash flows, They hurt up their entire banking system. Because the entire banking system is a big fat SVB. Low loans to deposits, lots of foreign bonds/ duration. pic.twitter.com/yKs0ZQ8701 — Geoffrey Fouvry (@GraphFinancials) July 28, 2024 48 hours now and the number of …
Last October, when the wounds from the March 2023 bank failures – which surpassed the global financial crisis in total assets and which sparked the latest Fed intervention, setting the market’s nadir over the past 16 months – were still fresh, we made a non-consensus prediction: we said that since the Fed has once again backstopped the US financial …
by Mike Shedlock In an effort to get Republicans to commit hundreds of billions of dollars for Ukraine and Israel, Biden trots out the Domino Theory. Anyone remember that? âDonât Let Putin Winâ Reuters reports Biden Pleads for More Money President Joe Biden pleaded with Republicans on Wednesday for a fresh infusion of military aid for …
Dominos starting to fall? Yep, we've got a cartoon for that pic.twitter.com/abrYvescWa — Hedgeye (@Hedgeye) November 28, 2023 Financial contagion warning as HSBC is told to brace for âcatastrophicâ ÂŁ6.3billion hit Bob Lyddon fears losses in Hong Kong and China could “blow a hole in the bank’s equity”. HSBC is facing a “hit” of more …
by mark000 Will there be a European banking crisis which will spread to the US and North America? Will commercial property woes in the US sink regional and big banks? via pensionpulse: Nobody really knows what is going on, it feels to me like they’re trying to mask the size of the problem but if …
by Dismal-Jellyfish FIC-GOV Alert! GSD Capped Contingency Liquidity FacilityÂŽ (CCLFÂŽ) will reset each Netting Memberâs CCLF Cap on 7/1/23. If a member defaults, the FICC would tap into the CCLF, which could drain liquidity from other members. A CCLF failure could trigger a liquidity domino effect throughout the market. https://www.dtcc.com/-/media/Files/pdf/2023/6/15/GOV1495-23.pdf What is the Capped Contingency …
RELAX everything’s going to be fine, if there was ANY chance of collapse all the “experts” on the main collapse subreddit would be all over this. /s via realclearmarkets: âIn purely technical terms, all these together are betting heavily on lower interest rates all over the world in the not-too-distant future. As theyâve come to …
