Independent thinking for complex markets and current events
Africa’s trade finance gap has climbed above $74 billion, according to an African Development Bank assessment of trade financing conditions and commercial bank retreat. The key shift is not just the size of the gap. It is the behavior behind it. Private banks are reducing exposure to trade finance in higher risk regions and tightening …
Global health officials are racing to contain a deadly hantavirus outbreak on a cruise ship. Three people have died and new cases are emerging, with people in at least two states now being monitored. The WHO is closely involved as the situation develops. This is causing concern across the travel industry. A hantavirus outbreak on …
by Martin Armstrong For years, I have warned that geopolitics moves in cycles just as markets do. The Economic Confidence Model has been projecting that the period around 2026 would become a geopolitical turning point, leading to rising confrontation toward the Panic Cycle in 2027 and ultimately the 2028 Panic Cycle year. What we are …
Emerging markets are early in the advance of a bull market. Continuing to rise ahead of U.S. markets.
Moderna plans to cut about 10% of its global workforce by the end of 2025. The move reflects declining Covid vaccine sales and efforts to reduce operating costs by approximately $1.5 billion through 2027. “Given the evolving market dynamics, we are adjusting our footprint to reflect current realities,” Moderna CEO Stéphane Bancel said. https://www.reuters.com/business/world-at-work/moderna-plans-lay-off-10-workforce-cut-costs-2025-07-31 Covid …
“If this was predicted 27 years ago then somebody knew something” Book accurately pictured the future to an absolute point. pic.twitter.com/4RAZr5DauA — Concerned Citizen (@BGatesIsaPyscho) April 23, 2025 The book is called: 2025, Scenarios of US and Global Society Reshaped by Science and Technology A free PDF copy can be found at the following link …
The horrific details emerging from the Southport attack…. "A 7 year old girl was killed after being stabbed 85 times. A 6 year old girl was killed after being stabbed 122 times. A little girl was stabbed 32 times, she was running out of the building when the attacker pulled… — Deborah Corso (@ViadelCorso2266) January …
Red Lobster is trying to change the tides in its post-bankruptcy era. In May, the casual seafood dining chain filed for Chapter 11 bankruptcy after closing dozens of restaurants, which gave it time to address “several financial and operational challenges,” its former CEO Jonathan Tibus said in a statement. One of the major blunders made by Red Lobster …
I think everyone is in the POOL NOW! I think everyone is in the POOL NOW !!! https://t.co/9fw7M8Pa1y — BILL SIGNORILE THE WAVETIMER (@BILLSIGNORILE) November 12, 2024 🚨 U.S. High Yield Spreads have fallen to their lowest level since the Summer 2007 pic.twitter.com/UQr13GTXvr — Win Smart, CFA (@WinfieldSmart) November 13, 2024 "4.6% was the level …
Today it costs more to buy a Big Mac in developed countries than most emerging markets or less developed economies. The last time we observed a similar phenomenon was in the early 2000s when emerging markets’ investments significantly outperformed developed markets. One of the main reasons for this is that the performance of less developed …
via notayesmanseconomics: Last night brought some bad news for the QE programmes employed by the world’s central banks and ironically it came from the world’s main central bank. The Federal Reserve has signalled that US borrowing costs are likely to remain higher for longer, as it wrestles with persistent inflation across the world’s biggest economy. …
Top 10 Emerging Markets Here are the fastest-growing emerging economies, based on real GDP compound annual growth rate (CAGR) forecasts over the period of 2024-2029: Rank Country Projected CAGR (2024-2029) 1 Guyana 19.8% 2 Mozambique 7.9% 3 Rwanda 7.2% 4 Bangladesh 6.8% 5 Ethiopia 6.7% 6 Niger 6.7% 7 Uganda 6.6% 8 India 6.5% 9 …
Agricultural commodities are now up 21% annually. That has a 3-month lead on CPI. A second wave of inflation is emerging. pic.twitter.com/gCq8C3hxkF — Otavio (Tavi) Costa (@TaviCosta) March 27, 2024 I see so many pushing DBA and calling for a commodity bull (like they have last 30 years). Yes, we have potential inflation so we actually might …
Amidst growing concerns, the United States is witnessing an alarming surge in credit card debt, with 56 million Americans grappling with credit card balances for over a year. The Federal Reserve Bank of New York’s quarterly report reveals an unprecedented milestone, as total card balances reach a staggering $1.08 trillion, reflecting a 40% surge in …
📌Flow Emerging market assets experienced significant outflows, reflecting a notable decrease in investor confidence and a shift towards safer investment options👉 https://t.co/JKtv1wBK8o ht @BoFAML #markets #emergingmarkets#emergingmarket #debt #stockmarket #equity #equities pic.twitter.com/tnS8ympaOu — ISABELNET (@ISABELNET_SA) October 16, 2023
https://t.co/Zo1eEWblEx — Win Smart, CFA (@WinfieldSmart) October 11, 2023
Emerging Market Stocks have fallen to their lowest valuation relative to the S&P 500 in AT LEAST 36 years pic.twitter.com/QrwRdszRl7 — Barchart (@Barchart) October 11, 2023
B of A: “.. US debt to GDP is at an all-time high, and the US now ranks in the bottom 5 (vs. Top 5 in 2000), in line with Emerging Europe. Worldwide Governance Indicators data show the US shifting closer to emerging economies on other measures like political stability ..” pic.twitter.com/AyEAwXRdqb — Carl Quintanilla …
You’re welcome -Tax Payers. h/t TonyLiberty
By Graham Summers, MBA As I’ve noted in our last two articles, the $USD has begun a significant decline against most major currencies (the Euro, the Pound and the Franc). And the only reason it is showing relative strength against the Yen is because Japan’s central bank continues to ease monetary conditions. What’s happening here? …
by BoatSurfer600 Often at the mercy of the dollar, emerging countries are looking to insulate themselves from the vagaries of U.S. Federal Reserve policy by shifting to gold—and away from the greenback. This shift in their currency reserves poses a distinct risk to Americans, who benefit from the willingness of other countries to swap their goods in exchange for U.S. legal tender. If more nations …