Independent thinking for complex markets and current events
via Mike Shedlock German industrial production started its decline in 2017. An energy crisis and Green madness put on the finishing touches. Germany industrial production via St. Louis Fed, chart by Mish. German Superpower Days Are Over German Industrial production peaked in November of 2017. Germany’s IP has since fallen to a level first seen …
Getting inflation to 2% has proven to be much harder than getting inflation from 9% to 4%. Supply chain issues and rising commodity prices have a lot to do with it. The Fed and ECB's job is still far from over. Follow us @KobeissiLetter for real time analysis as this develops. — The Kobeissi Letter …
h/t Daniel Kral Germany, the powerhouse of Europe, is grappling with a concerning economic downturn as its industrial sector continues to face challenges. In November, German industrial production experienced an unexpected decline of -0.8%, contrary to the anticipated +0.2% rise, according to data from the federal statistics office. This marks the sixth consecutive monthly drop, …
The end of a business model in one chart:#Germany industrial production. pic.twitter.com/duF0JSSMIs — jeroen blokland (@jsblokland) January 1, 2024 https://twitter.com/sergejcodes/status/1741799846988628171
It looks like the US military industrial complex has found their next war after Ukraine winds down. The forever war continues … https://t.co/cyQ9de0Re0 — Wall Street Mav (@WallStreetMav) December 19, 2023
by TheMeta40k The world is burning through 155mm shells faster than a crackhead can chain smoke. The US Government has ordered a massive increase in 155mm shell production. They gave a contact to General dynamics valued at 900 ish million in a multi year deal to produce shells. The US army is looking for another 3 billion to procure …
Documents Shed New Light on Feds’ Collusion with Private Actors to Police Speech on Social Media By Ben Weingarten, RealClearInvestigations November 6, 2023 In the runup to the 2020 election, cybersecurity experts at the Department of Homeland Security and Stanford University decided they had discovered a major problem. The issue was not compromised voter rolls …
by Michael It would be difficult to overstate the importance of the Military Industrial Complex to our society. It employs millions of people, and it brings in hundreds of billions of dollars each year. The Military Industrial Complex has always been one of the central pillars of our economy, and these days business is booming …
by china-golden She may have a point here. I don’t think China is “finished” however.
by confoundedinterest17 This is very strange. Global Treasury Yields just rose to a 15-year high (2008). This is primarily due to Central Bank moneta And REAL 10-year Treasury yields also the highest since 2009. At the same time, US industrial production is at the same level as pre-financial crisis (2007). Despite Federal Reserve monetary stimulypto …
by confoundedinterest17 Well, its now August 2023 and US Industrial Production for July increased … to 2007 levels. This comes after the massive spending out of Washington DC and massive Federal Rerserve stimulus. Is that all there is?? US Industrial Production is DOWN -0.23% YoY while up slightly in MoM terms. As I said a …
Industrial US companies are seeing their businesses in China slow down considerably. DuPont, Dow and Caterpillar have cut their sales outlook for the country into this year. https://t.co/LJ0ARJ9jMW Tesla cut prices in China again. https://t.co/tuTnwNZFSO — Lisa Abramowicz (@lisaabramowicz1) August 14, 2023 Everything is fine … 🔥🔥🔥 Student loan payments resume in September. pic.twitter.com/l7C34hjf10 — …
GERMAN INDUSTRIAL PRODUCTION YOY SA ACTUAL -1.7% (FORECAST -0.2%, PREVIOUS 0.82%) $MACRO — FinancialJuice (@financialjuice) August 7, 2023 OUCH! German industrial woes endure as output drops to 6mth low. Industrial output plunged 1.5% in June MoM on the back of weak manufacturing & even weaker construction. In Q2, output almost completely gave back the gains …
by Dismal-Jellyfish Reminder, while banks have the liquidity fairy, ‘we’ get the promise of 2 more rate hikes this year, Atlanta Fed President Raphael Bostic yet again enrichens himself inappropriately from his position. What I want to talk about this afternoon is–Commercial and Industrial Loans, All Commercial Banks. What are Commercial and Industrial Loans? Commercial and Industrial (C&I) …
by DesmondMilesDant Why do those years sound so familiar… Oh right! 1929: The first crash of the Great Depression 1970: Dawn of Stagflation 1987: Black Monday Naw just has to be coincidence right? Right? Dow officially has the longest daily win streak since 1987. Ultra bullish. pic.twitter.com/3mLedordLU — Mac10 (@SuburbanDrone) July 26, 2023 13 straight …
OK, now that this chart has triggered Recession Deniers who wouldn't know The Cycle if it punched them in the face… here's the entire historical time-series, including, the IP Recession we entered in June How much lower from here? A: No one knows. But it's not stopping today pic.twitter.com/gcvashiaPt — Keith McCullough (@KeithMcCullough) July 26, …
This is fine: https://twitter.com/multi_finance/status/1683202109150494723 h/t Simian_Stacker
by confoundedinterest17 The Federal Reserve, an organization that even George Orwell would find outrageous, is a Minsky Moment Machine! A Minsky Moment refers to the onset of a market collapse brought on by the reckless speculative activity that defines an unsustainable bullish period. Minsky Moment crises generally occur because investors, engaging in excessively aggressive speculation, take …
by Dismal-Jellyfish Reminder, while banks have the liquidity fairy, ‘we’ get the promise of 2 more rate hikes this year, Atlanta Fed President Raphael Bostic yet again enrichens himself inappropriately from his position. What I want to talk about tonight is something new–Commercial and Industrial Loans, All Commercial Banks. What are Commercial and Industrial Loans? Commercial and Industrial …
The third OPEC+ oil cut. Oil ended down on the news. Sign of an extremely weak global economy. pic.twitter.com/Ic3kgQWpFf — Mac10 (@SuburbanDrone) July 3, 2023 Optimism around the Chinese consumer has faded following the re-opening A weakening Chinese economy is a major red flag for the global economy pic.twitter.com/8sDZ0BweP2 — Bravos Research (@bravosresearch) July 3, …
“did you know that all the major techs & government got together to discuss the Hunter Biden Burisma story to PreBunk it 3 months before the story became public.” “How can something as vast as the censorship industrial complex possibly exist and even come into being?” Censorship Industrial Complex EXPOSED with @shellenberger and @mtaibbi streaming …
COMMODITIES: for those of you struggling to "see" the Global Industrial Recession we're already in… This Asset Class has crashed -22% from its Cycle Peak in #Quad4 pic.twitter.com/SU9VhuiOqQ — Keith McCullough (@KeithMcCullough) June 28, 2023 2/ China's annual exports indicate a potential contraction in global demand Chinese exports YoY came in at -7.5% for May …
by confoundedinterest17 I wonder if Biden’s proposed railroad from the Pacific to the Indian Ocean will generate massive industrial production growth? Is this more Bidenomics?? Industrial production unexpectedly dips in May. It peaked eight months ago. On a year-over-year basis, May’s Industrial Production declined to a lame 0.23%. As The Fed hikes rates and slows …
Michael Shellenberger: ‘Governments worldwide are cracking down on free speech, and so we are fighting back.’ Governments worldwide are cracking down on free speech, and so we are fighting back. Join Matt Taibbi, Russell Brand and me in London on June 22 for the launch of a new free speech alliance to dismantle the Censorship …