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What are the impacts of 10 years of Quantitative Easing? Artificial market calm brought to you by 10 years & trillions of free (for now) money Central Bank Intervention: The rich are much richer & the poor are poorer FAANGS get defanged: Facebook loses 1/4 of total value in days The McAlvany Weekly Commentary with David […]
[BloombergQ] U.S. Stocks Climb Before Apple; Bonds Rise: Markets Wrap [Reuters] U.S. consumer spending increases solidly in June [Reuters] BOJ seeks to make its ammunition last longer as options dwindle [BloombergQ] Here’s What Market Watchers Are Saying About BOJ Policy Tweaks [BloombergQ] Treasury Sees Second-Half U.S. Borrowing at Most Since 2008 [Reuters] Pulp problems: Why […]
[BloombergQ] Stocks Pare Drop Amid Earnings Deluge; Bonds Slide: Markets Wrap [BloombergQ] Global Bond Yields Climb as Anxious Investors Await BOJ Review [BloombergQ] Powell to Duck Trump Jabs and Let Economy Justify Fed Rate Pause [BloombergQ] What Economists Still Don’t Get About the 2008 Crisis [BloombergQ] The BOJ’s Stock Market Distortions Are Coming Under New […]
[Reuters] Trump threatens U.S. government shutdown over immigration [Reuters] Global auto powers plotting response to Trump auto tariff threats [Reuters] Euro referendum not part of Italian government plans: deputy PM [Reuters] Merkel’s conservatives hit 12-year low in German poll [Reuters] Iran currency extends record fall as U.S. sanctions loom [WSJ] Soda, Motorcycle Prices Rise as […]
[BloombergQ] U.S. GDP Report Clears Path for Two More Fed Rate Hikes [CNBC] Trump suggests economy could grow at 8 or 9 percent if he cuts the trade deficit [Reuters] Turkey, U.S. relations can be saved, presidential spokesman says [Spiegel] How the European Commission President Won Over Trump [Spiegel] A Surveillance State Unlike Any the […]
I have a rather simple Bubble definition: “A self-reinforcing but inevitably unsustainable inflation.” Most Bubble discussions center on the deflating rather than the inflating phase. A focus of my analysis is the progressively powerful dynamics that fuel Bubble excess, along with attendant distortions and maladjustment – and how they sow seeds of their own destruction. […]
[Reuters] Global stocks set for fourth week of gains as trade angst eases [Reuters] Consumers, soybeans lift U.S. economic growth to 4.1 percent [BloombergQ] What the GDP Report Won’t Tell You About the Economy [BloombergQ] China’s Economy Weakened Further in July, Early Indicators Show [Reuters] Exclusive: China eyes infrastructure boost to cushion growth as trade […]
Metals, the dollar, & tariffs… oh my. Gold & Silver update as we talk about the movement of the US Dollar Index over this summer. As we approach August key price adjustments are likely right around the corner. We’ll cover platinum, palladium, the gold silver ratio, commodities, and Tariff talks. Thanks for listening to this […]
