Silver as an investment

Category Archives: Economic Bubbles

Natixis Warns, US Economy Will “Slow Down Substantially” In 2018

As US GDP growth rises at 3% or more for the second quarter in a row, French investment bank Natixis urges investors to prepare for the U.S. economy to "slow down substantially" as early as 2018. Patrick Artus, chief economist at Natixis, warned that the current level of corporate investment is "abnormally high" and suggested […]

“What Happens When The Market Can No Longer Pretend”: Charting Today’s Minsky Moment Dynamics

Back in July, Deutsche Bank’s derivative strategist Aleksandar Kocic believed he had found the moment the market broke, which he defined as a terminal dislocation between market and economic policy uncertainty: as he wrote 4 months ago, it was some time in 2012 that markets “lost their capacity to deal with uncertainty.” It was also […]

The Stimulus Party Is Ending

By EconMatters We cover the Financial Markets reaction to both the ECB and BOC Central Bank rate decisions and monetary policy adjustments in this subscription video, contact us to get on our subscription video mailing list. The Central Bank Era is coming to an end as the ECB begins the tapering process in earnest in 2018, […]

Andy Xie Warns “The Bubble Economy Is Set To Burst” As Political Tension Soars

Authored by Andy Xie via The South China Morning Post, Central banks continue to focus on consumption inflation, not asset inflation, in their decisions. Their attitude has supported one bubble after another. These bubbles have led to rising ­inequality and made mass consumer inflation less likely. Since the 2008 financial crisis, asset inflation has fully […]

Kolanovic: “This Is What The Next Crisis Will Look Like”

There are two distinct parts to the latest, just released research note from JPM's quant "wizard" Marko Kolanovic. In the first part, the infamous predictor of market swoons takes on an unexpectedly cheerful demeanor, and explains why contrary to his recent market outlooks, near-term risks for a market selloff appear to have abated. First, he […]

Techs Wrecked, Financials Falter As Korean Threats Spark Gold Gains

Well that all escalated rather quickly… Brent spiking (Kurds and Korea), Gold spiking (Korea), AAPL tumble (weak orders), FANG bloodbath… large into small and growth into value. The day's broad activity was driven by North Korean headlines which sparked a bid for gold (and early anxiety over Europe after Germany's election)…   Gold regains the […]

“This Is Where The Next Financial Crisis Will Come From”

“This Is Where The Next Financial Crisis Will Come From”  By Zero Hedge In an extensive, must-read report published on Monday by Deutsche Bank’s Jim Reid, the credit strategist unveiled an extensive analysis of the “Next Financial Crisis”, and specifically what may cause it, when it may happen, and how the world could respond assuming it […]

“This Is Where The Next Financial Crisis Will Come From”

In an extensive, must-read report published on Monday by Deutsche Bank’s Jim Reid, the credit strategist unveiled an extensive analysis of the “Next Financial Crisis”, and specifically what may cause it, when it may happen, and how the world could respond assuming it still has means to counteract the next economic and financial crash. In […]

As Jackson Hole Ends, Here Is The Truth

The 2017 edition of the  Jackson Hole symposium is officially over, and while central bankers disappointed markets by not providing any insight into their views on monetary policy (assuming they have any) they instead focused on market stability, and patted themselves on the back for creating a fake “risk-free environment” (which they justify by the […]

Yellen Warns Of “Algo Presence” In Markets, Fears “Risks Of Excessive Optimism”

While we will not see her speech or Q&A, the much anticipated speech on financial stability from Janet Yellen has just dropped. While expectations were for a 'snoozefest' speech, market volatility heading in suggested more than a little anxiety. While the core of her speech pushed back against easing financial reforms, she fears "risks of […]