Q-Review 2/2019: The Prepper’s Bunker
The world is on the brink of something new. We have been analyzing and detailing the approaching economic crisis since March 2017. We have shown that central banks a…
The world is on the brink of something new. We have been analyzing and detailing the approaching economic crisis since March 2017. We have shown that central banks a…
We have been warning of the possibility of a global economic collapse since March 2017. After documenting the path the crisis is likely to take in
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 … Some have started to speculate that the world economy will… Read More »The world economy: The way of Japan? It is estimated that over 14% of companies in the S&P 1500 are zombies. In China, roughly 20 percent of A-sha… For some years now, we’ve been very wary of the legitimacy of the “economic recovery”. The global slowdown has been much discussed lately. A slowdown in Europe and China was considered to be the main reason for the December stock market rout combined with the balance sheet normalization (QT) program of the Federal Reserve. What is behi… 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, … The highly obvious, probable threats that nobody should say they never saw coming –yet are not always getting the attention that will resolve them. When our suspicions about the current global expansion a… 2019 has started more calmly after a very volatile year-end in the markets. Focus has been on the trade deal between China and the US and the words of the central bankers, most notably those of Jay Powell. However, this is all just a distraction, a s…Recession cometh
The world economy: The way of Japan?
The dangerous zombie infestation (of the world economy)
Why the global growth model is broken
The failing engines of global growth
Manias, Panics and Crashes. History repeats.
The Gray Rhino known as China
– Michele Wucker, March 15, 2018The scenarios of the collapse