Silver as an investment

Category Archives: McKinsey

Nickel Price Surging As Hype Escalates During LME Week

It’s LME Week and there’s cause for celebration in metal markets. European mining stocks rose to a 4-year high as the nickel price surged more than 5% intraday to a two-year high and rose by the daily limit in Shanghai trading today. Metals used in electronic vehicles, like lithium, cobalt, copper and nickel, are hot […]

How Much Is Equity Research Actually Worth? Probably Less Than You Thought

Over the past several months, investment banks all across Europe have scrambled to put a price tag on their equity research after years of giving it way as a ‘freebie’ in return for trading commissions. Of course, for wall street’s titans of finance, you know, the same guys who will look you straight in the […]

China’s Shadow-Lending Ecosystem Could Be As Large As $40 Trillion, PBOC Guesses

Authored by Deep Throat at Deep Throat Blog Today, I'd like to take some time to revisit a couple of related topics that we first started discussing a few years ago. I am, of course, referring to the burgeoning increases in China's Debt levels, Shadow Bank Assets (loans) and M2, along with a high-level analysis […]

Factories May Be Coming Back To The U.S., But The Jobs Aren’t: McKinsey

Trump effectively owes his election to the promise of bringing factories and manufacturing jobs back to the United States.  His relentless, targeted attacks against the ‘Big 3’ U.S. auto manufacturers for outsourcing jobs to Mexico was undoubtedly a key reason that he was able to shock the world and win Michigan, Wisconsin, Ohio and Pennsylvania…an […]

Nomura Demands $134,000 For Premium Research

Just this morning we reported that as the global equity research market wrestles with how it will comply with the EU’s MiFID II regulations, in a new study McKinsey said that banks will have no choice but to fire a ton of equity research analysts who write a bunch of stuff that no one ever […]

McKinsey: Banks Will Have To Slash 30% Of Analyst Jobs To Comply With New Research Rules

As the global equity research market continues to wrestle with how they will comply with the European Union’s MiFID II regulations, McKinsey & Co. has just penned a new study effectively saying they’ll have no choice but to fire a ton of equity research analysts who write a bunch of stuff that no one ever […]

“How Does This Ever End?” An Interview With Lacy Hunt

The US economy is struggling with too much debt at every level. A debt jubilee isn’t going to solve it; and shifting demographics will likely make it worse. So, is America headed for two decades of lost growth like Japan? Dr. Lacy Hunt, who was interviewed by Erik Townsend on the latter's MacroVoices podcast, considers […]

“It Was A Pretty Disturbing Briefing”: Why State Governors Suddenly Got Cold Feet About Obamacare Repeal

Several days after Goldman Sachs explained in theory why hopes for a quick “repeal and replace” of Obamacare are now extinguished, and even “repair and rename” is looking bad, overnight state governors meeting in Washington got the bad news in practice, when a presentation from Avalere Health and McKinsey warned that the policies proposed by […]

The Megacity Economy: How Seven Types Of Global Cities Stack Up

Back in 1950, close to 30% of the global population lived in cities. As Visual Capitalist's Jeff Desjardins notes, that has shifted dramatically, and by 2050, a whopping 70% of people will live in urban areas – some of which will be megacities housing tens of millions of people. This trend of urbanization has been […]

Davos Elite Eat $40 Hot Dogs While “Struggling For Answers”, Cowering in “Silent Fear”

For those unfamiliar with what goes on at the annual January boondoggle at the World Economic Forum in Davos, here is the simple breakdown. Officially, heads of state, captains of industry, prominent academics, philanthropists and a retinue of journalists, celebrities and hangers-on will descend Tuesday on the picturesque alpine village of Davos, Switzerland, for the […]