Credit

/Credit

Recession cometh

By |2019-10-10T08:07:11+03:00maaliskuu 27th, 2019|Bonds, Central banks, China, Credit, English, Global economy, Growth forecasts, Recession, Zombie companies|

Errata in the third paragraph ("steepening" -> "flattening") corrected in 04/08. Yield curve inversion has spooked the markets. In all honesty, it should not have come as a surprise. After the Federal Reserve pivoted early January and ...

Kommentit pois päältä artikkelissa Recession cometh

Q-review 1/2019: Why the global growth model is broken

By |2019-03-05T20:47:16+03:00maaliskuu 5th, 2019|Central banks, Credit, Economic growth, English, Eurozone, Global economy, Growth forecasts, Stock market, USA|

For some years now, we’ve been very wary of the [...]

Kommentit pois päältä artikkelissa Q-review 1/2019: Why the global growth model is broken

Manias, Panics and Crashes. History repeats.

By |2019-10-10T08:10:44+03:00helmikuu 7th, 2019|Central banks, Credit, English, Financial crisis, Financial markets, Global economy, preparation|

The stock market has been rallying lately. It has been supported by the People’s Bank of China (PBoC), which started its liquidity operations in mid-December, and the Federal Reserve (Fed), which changed to a much more ‘dovish’ tone in January. But, ...

Kommentit pois päältä artikkelissa Manias, Panics and Crashes. History repeats.

The Gray Rhino known as China

By |2019-10-10T08:12:25+03:00tammikuu 23rd, 2019|China, Credit, English, Financial crisis, Global economy|

The highly obvious, probable threats that nobody should say they never saw coming –yet are not always getting the attention that will resolve them. - Michele Wucker, March 15, 2018 When our suspicions about the current global expansion a...

Kommentit pois päältä artikkelissa The Gray Rhino known as China

Q-review 4/2018: The path to the Global Depression

By |2019-10-10T08:09:33+03:00joulukuu 18th, 2018|Bonds, Central banks, Credit, English, Financial crisis, Global economy, Growth forecasts|

The world economy has never faced a more perilous situation. While many have just started to debate whether a recession will start in 2019 or 2020, very few perceive the 'black hole' the global economy is about to get sucked into. The hole has two...

Kommentit pois päältä artikkelissa Q-review 4/2018: The path to the Global Depression

The end of the most manipulated business cycle—ever

By |2018-12-21T14:46:27+03:00joulukuu 6th, 2018|Bonds, Central banks, China, Credit, Emerging markets, English, Financial crisis, Global economy, preparation, Stock market|

Whatever has the nature of arising, has the nature of [...]

Kommentit pois päältä artikkelissa The end of the most manipulated business cycle—ever

The (ominous) problem with global liquidity

By |2018-11-01T23:51:23+03:00lokakuu 12th, 2018|Bonds, Central banks, Credit, Emerging markets, English, Financial markets, Global economy|

Errata in the effects of QE corrected 10/21. Market liquidity [...]

Kommentit pois päältä artikkelissa The (ominous) problem with global liquidity

10 years from Lehman. And nothing has been fixed

By |2019-09-16T10:08:32+03:00syyskuu 14th, 2018|Bonds, Central banks, Credit, English, Financial markets, Global economy, Stock market|

The general storyline of the Global Financial Crisis (GFC) goes about like this: funds from all over the world headed to the US, where the banks, to finance the housing market boom, developed unsound financial products which then brought down the glo...

Kommentit pois päältä artikkelissa 10 years from Lehman. And nothing has been fixed
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