Silver as an investment

Category Archives: Credit Suisse

Cash-Strapped Qatar Unexpectedly Cuts Credit Suisse Stake

zerohedge.com /  by Tyler Durden / Aug 16, 2017 9:15 AM Is the ongoing Qatar blockade starting to seriously squeeze the finances of the tiny, but rich (or maybe not so rich any more) Gulf nation? Overnight, Credit Suisse’s largest shareholder, Qatar, announced it has lowered its direct shareholding in the largest Swiss bank to 4.94% through […]

The Secret History Of The Banking Crisis

Authored by Adam Tooze via ProspectMagazine.co.uk, Accounts of the financial crisis leave out the story of the secretive deals between banks that kept the show on the road. How long can the system be propped up for? It is a decade since the first tremors of what would become the Great Financial Crisis began to […]

Global Stocks Hit Another Record High, Ignore Slowing Chinese Trade

Following a sleepy overnight session, US futures are flat as are markets in Europe, while Asian stocks rose despite overnight trade data from China which unexpectedly missed across the board. As reported last night, Chinese export growth was the slowest since February while Import growth the weakest since Dec 2016, as both missed consensus estimtes. […]

No Worries Anywhere: Vol Not Priced For Budget Ceiling Debate

Via Global Macro Monitor, Do the markets price risk anymore?   That seems to happens when the world is awash with central bank based liquidity. We do see the VIX creeping back over 10 after trading with 8 handle for its only second time in history last Wednesday. Just as with about everything else, with the […]

Market “Paralysis” Confirmed – Squeezed Shorts And Anxious Longs Are Fleeing Stocks

For the last two years, short interest in the US stock market's largest ETF has collapsed as bears have been squeezed back to their lowest level of negativity since Q2 2007 (the prior peak in the S&P). But, there's a bigger issue – despite record highs and 'no brainer' dip-buying, anxious longs have dumped S&P […]

BOJ Plans To Drop Inflation Target At Thursday’s Meeting

The Bank of Japan is finally acknowledging something that Federal Reserve policy makers like San Francisco Fed President John Williams acknowledged months ago, when he published a paper highlighting the growing disconnect between the tightening labor market and consumer prices. As Credit Suisse strategist Burkhard Varnholt explained two months ago, the growing heft of e-commerce […]

Malls Swap Retailers For Gyms And Restaurants In Last-Ditch Bid For Survival

With a record 8,640 retail stores expected to close in 2017, American malls are desperate to draw in customers as America’s retail apocalypse leaves them littered with empty store fronts. Now, some are experimenting with a model that worked for some movie theaters: Invest in restaurants and popular amenities like rock-climbing walls to sell customers […]

$200 Billion Asset Manager Warns “There’s Danger At The Door” As Markets Lose Focus On Fundamentals

There was a time "when central banking was an honest profession," remarks TCW Group's fixed income CIO Ted Rivelle, warning that "asset prices are not meant to be arbitrary quantities that are to be steered or targeted by central bankers." In his latest letter to investors, Rivelle, whose firm overseas $195 billion in assets details […]

Which States Have Suffered The Biggest Retail Losses

With the great retail bankruptcy tsunami claiming its latest victim on Thursday, when Gymboree announced it wouldn’t make its June 1 interest payment guaranteeing a Chapter 11 bankruptcy filing in the next month, the signs continue to mount that the next “big short” – either in the form of REITs, CMBS, CMBX, or single name […]

One Bank’s Stunning Forecast: “A Quarter Of All Malls Will Close Over The Next Five Years”

One month ago, we first presented several striking charts and observations from Credit Suisse’s retail analyst, Christian Buss, who showed the extent of the devastation sweeping through the US retail sector. To be sure, while the mass shuttering of retail stores – just today Michael Kors announced the company would close up to 125 full-price […]