China’s economy at a critical juncture: Q3 growth at 4.9%, Real Estate Market down 81% (2021-2022) and 64% (2023), Shanghai Composite tests 20-year ‘Fate Line.’

China’s economy is teetering at a “critical stage,” expanding a modest 4.9% in Q3, below the five percent target. The aftermath of draconian Covid measures persists despite their removal in 2022. Surprisingly, an economic model reliant on debt-fueled construction faces …

READ MORE

Addicted To Gov! $350 Billion In Brand New Central Bank Behind Market Rally (On Top Of US Fiscal Inferno!)

by confoundedinterest17 You might as well face it, markets are “addicted to gov.” Government monetary interference, that is. Government money printing and massive Federal spending. According to Goldman calculations, $350BN of liquidity (in USD terms) was added in November from the G4 central banks …

READ MORE

The Real Economy is Nothing Like The Stock Market

by Chris Black The post Covid boom is over for discretionary items. When people were locked at home, and flush with stimulus cash, they all bought new furniture and redid their homes. Furnitu… Continue reading by subscribing. Username Password Remember …

READ MORE

The Fed’s potential halt in tightening doesn’t guarantee a stock market boom, as historical patterns show a mixed outcome influenced by factors like recession and market pricing.

The prospect of the Fed concluding its tightening raises questions about an imminent stock market boom, yet historical trends offer no definitive answers. Analyzing the S&P 500’s performance after past Fed peaks reveals a mixed picture, with the market experiencing …

READ MORE

S&P Global Market Intelligence: UBS is least efficient bank in Europe in Q3 2023. A hefty $785 million loss paired with a 91% surge in operating expenses due to Credit Suisse. Those Credit Suisse bags are HEAVY!

by Dismal-Jellyfish Source: https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/ubs-is-least-efficient-bank-in-europe-in-q3-2023-79149692 The Swiss bank recorded a third-quarter cost-to-income ratio of 99.56%, representing a 10.61-percentage-point increase from the previous quarter. UBS posted a third-quarter net loss attributable to shareholders of $785 million, compared to a $1.73 billion profit booked …

READ MORE

Thanksgiving Market Extravaganza: S&P 500 and Nasdaq Surge Amidst Overbought Conditions, Global Stock Funds Inflow, Cash Dominance, and Record Highs for Bitcoin ETFs

As Thanksgiving approaches, the financial markets reflect a robust performance, with the S&P 500 ETF ($SPY) marking an 8.8% increase for the month and a remarkable 20.3% gain for the year. The Nasdaq 100 ($QQQ) outshines, boasting an impressive 47.1% …

READ MORE

Cracks in the US labor market are beginning to appear….

🇺🇸 Cracks in the US labor market are beginning to appear as 6 of 7 employment-based #recession indicators have appeared. H/t: @hussmanjp pic.twitter.com/rgAgcMFI3G — Alex Joosten (@joosteninvestor) November 23, 2023 https://twitter.com/joosteninvestor/status/1727721023150129258/history