Silver as an investment

Category Archives: Credit Suisse

“The Retail Bubble Has Now Burst”: A Record 8,640 Stores Are Closing In 2017

        “Thousands of new doors opened and rents soared. This created a bubble, and like housing, that bubble has now burst.”         – Richard Hayne, Urban Outfitters CEO, March 2017 The devastation in the US retail sector is accelerating in 2017, and in addition to the surging number of brick and mortar […]

An Absurd Unintended Consequence Of Abnormally Low Rates

By Chris at www.CapitalistExploits.at Market dislocations occur when financial markets, operating under stressful conditions, experience large widespread asset mispricing. Welcome to this week’s edition of “World Out Of Whack” where every Wednesday we take time out of our day to laugh, poke fun at and present to you absurdity in global financial markets in all its glorious insanity. While we […]

“Out Of Cash” – More Than 90% Of India ATMs Run Dry

Five months have passed since the demonetisation drive, but the people of India continue to face a shortage of cash in banks and ATMs. The Times of India reports that more than 90% of the ATMs in the northern region do not have cash, and in the southern states as many as 65% of ATMs […]

9 Charts Showing Market Bears Are Waking Up

Just when you thought it was safe to stride safely through the forest of stock market investing (hey – banks, Trump, hope, reform, stimulus, earnings, and Trump again); the bears are coming out of hibernation… The calm in stocks worldwide is giving way to concern, as Bloomberg reports investors in Europe and the U.S. are […]

Frontrunning: March 24

Trump Says If Vote on Health Bill Fails, Obamacare Stays (WSJ) Risky House healthcare vote to test Trump’s negotiating skills (Reuters) Trump Dares GOP in High-Stakes Vote on Troubled Health Bill (BBG) All drill, no frack: U.S. shale leaves thousands of wells unfinished (Reuters) Twitter explores subscription-based option for first time (Reuters) EU’s Juncker Says […]

Credit Suisse Shares Tumble On Report It May Sell $3 Billion In Stock

zerohedge.com / by Tyler Durden / Mar 23, 2017 9:56 AM First Deutsche Bank, now Credit Suisse: according to Bloomberg, the second largest Swiss bank, is also preparing to take advantage of euphoric markets and is considering selling stock valued at more than 3 billion Swiss francs ($3 billion) as it seeks to boost capital levels. The news […]

Trump’s Job Approval Rating Drops To Record Low, Breaking Key Correlation

In the first week of February, a Credit Suisse analysis concluded that there was only one chart that mattered to markets: that of Trump’s approval rating. As the bank’s analyst Lori Calvasina wrote at the time, “US stocks have been trading closely with shifts in Trump’s favorability, as have 10 year Treasury yields… …the Dollar, […]

Credit Suisse “Climbs The Wall Of Worry”, Raises S&P Target To 2,500 From 2,350

Following bearish reports from Goldman (which tactically downgraded stocks to Neutral for the next three months just hours before the Fed rate hike), RBC and JPM’s head quant Marko Kolanovic over the past week, overnight Credit Suisse decided to take the other side of the trade and hiked its year end forecasts for the S&P500, […]

“2017 Will Be A Tipping Point” – Why Some Think This Is The Next “Big Short”

One week ago we reported that "Mega-Bears Smell Blood As Mall REITs Tumble" in which we wrote that "just like 10 years ago, when the "big short" was putting on the RMBX trade, and to a smaller extent, its cousin the CMBX, so now too some are starting to short CMBS through the CMBX. They […]

Credit Suisse: Customer Blowback Over Starbucks’ Refugee Hiring Spree Could Crush Same Store Sales

A few weeks ago we wrote about how the controversial decision of Starbucks’ CEO Howard Schultz to hire 10,000 refugees, a clear shot at the Trump administration’s immigration policies, seemingly backfired as his “brand perception” took a sudden and massive hit, a clear signal once again that coffee drinkers would prefer to not have a […]