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Wednesday, April 26, 2017

  [Bloomberg] Dollar Rises as Stocks Fluctuate Before Tax Reveal: Markets Wrap [CNBC] Treasury’s Mnuchin: Trump wants 15 percent corporate rate in ‘biggest tax cut’ in US history [Bloomberg] Trump’s 15% Corporate Tax Plan May Just Be His Opening Gambit [CNBC] President Trump eyes steep cuts to corporate tax rates, repatriated earnings [CNBC] US Commerce […]

Tuesday, April 25, 2017

[Bloomberg] Earnings Lift U.S. Stocks, Trade Jolts Currencies: Markets Wrap [Bloomberg] Trump’s 15% Corporate Tax Push Sets Stage for Clash With Ryan [Bloomberg] Trump Slaps Duty on Canada Lumber, Intensifying Trade Fight [Bloomberg] The Trump Trade Is at a Moment of Truth as the President’s Tax Proposal Looms [Bloomberg] World’s Biggest Stock Markets Haven’t Been […]

Monday, April 24, 2017

[Bloomberg] Risk Back On as French Vote Ripples Across Markets: Markets Wrap [Reuters] French election relief sends Europe soaring [Bloomberg] China Stocks Sink Most in Four Months Amid Leverage Crackdown [Bloomberg] China Cools Growth in Wealth Products Worth Trillions of Dollars [Bloomberg] China Risks Spoiling Global Markets Party as Stocks Tumble Again [Bloomberg] Treasuries Slide […]

Sunday, April 23, 2017

[France 24] France votes in hotly contested presidential race amid tight security [Reuters] French presidential poll a bellwether for Europe [BBC] French Vote Live Coverage [Bloomberg] Draghi Seen Choosing Faster QE Exit If French Hurdle Cleared [Reuters] China vows greater scrutiny of insurers in risk crackdown [Spiegel] Erdogan Leads His Country into the Abyss [FT] […]

Saturday, April 22, 2017

[Bloomberg] French Overseas Territories Begin Presidential Voting [Reuters] Wall Street gears up for busiest earnings week in years [Reuters] Trump orders review of financial rules to prevent future crises [NYT] Trump Vows to Unveil Tax-Cut Plan Next Week, Surprising Staff

April 21, 2017: Liquidity Supernova and the Big Ugly Flaw

April 21 – Reuters (Vikram Subhedar): “The $1 trillion of financial assets that central banks in Europe and Japan have bought so far this year is the best explanation for the gains seen in global stocks and bonds despite lingering political risks, Bank of America Merrill Lynch said on Friday. If the current pace of […]

April 19, 2017; The Most Under-Appreciated Way to Compound the Amount of Gold Ounces You Own

The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick “On today’s show we will talk about Dave’s visit to the demilitarized zone, the DMZ, in Korea, and what to do to take advantage when everyone in the world is buying gold except people in the United States.” – Kevin Orrick “I think you have […]

Friday, April 21, 2017

[Bloomberg] Bonds Rise as Stocks Languish Before French Vote: Markets Wrap [Bloomberg] China Stocks Head for 2017’s Worst Week Amid Crackdown Concerns [Bloomberg] Ignore China’s Credit Risks at Your Peril, Says Top Bond Manager [Bloomberg] Mnuchin’s Talk of Tax Plan ‘Soon’ Stirs Markets and Skeptics [Reuters] Trump tax plan to rely on future U.S. growth […]

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