zerohedge.com / by Tyler Durden on 03/27/2015 18:30 We’ve been saying for quite some time now that the US equity market’s seemingly inexorable (until this week) tendency to rise to new highs in the absence of the Fed’s guiding hand is almost certainly in large part attributable to the fact that in a world […]
wallstreetexaminer.com / by Harry Dent, Courtesy of Economy and Markets / March 26, 2015
Recently, CNBC’s Kelly Holland wrote a commentary on the apparent failure of the 401K system. She explained that the typical family only had just less than $19,000 in their retirement accounts. How can anyone retire on that?
401Ks were supposed […]
blog.milesfranklin.com / by Andrew Hoffman / March 27th, 2015
By my estimation, the “official starting point” of the government’s commandeering of financial markets was September 17, 2001, when stocks were blatantly supported upon re-opening after the 9/11 attacks. Since then, the level of manipulation has gradually expanded – often, via PPT “trial balloons” following dramatic […]
zerohedge.com / by Tyler Durden on 03/26/2015 20:30
In “How The ECB Is Distorting Euro Money Markets” we summarized Barclays take on the effects of ECB QE as follows: “short-end core paper will trade below -0.20%, extreme supply/demand imbalances will cause general collateral rates to trade through the depo rate, money market fund yields […]
news.goldseek.com / By Jim Willie CB, GoldenJackass.com / 27 March 2015
KING DOLLAR DEATH WATCH
Before diving into the featured topic, let it be known that the USD-based platforms and USGovt-sponsored continental trade unions are a dismal failure, poorly crafted, poorly sold. The effect will be to accelerate the gradually accelerating USDollar rejection on a […]
charleshughsmith.blogspot.com / CHARLES HUGH SMITH / WEDNESDAY, MARCH 25, 2015
I see #1 and #4 as the most likely triggers of a rise in Treasury yields.
U.S. Treasury bonds (10-year and 30-year) topped out above 15% in late 1981, and have traced a sawtooth pattern down ever since. The 10-year bond now yields 1.92% and […]
zerohedge.com / by Tyler Durden on 03/25/2015 19:00
As we’ve discussed twice this month, the world has now officially given up any pretensions that Japan’s elephantine QE program isn’t underwriting the rally in Japanese stocks. Not only is the Bank of Japan buying ETFs, they’re targeting their purchases to (literally) ensure that stocks can’t fall […]
investmentresearchdynamics.com / By Dave Kranzler / March 25, 2015
Just so you are not hearing the bear side of the housing market story from me, Seeking Alpha published an article today from another analyst who is seeing the same fundamental problems with the housing market as me: The Housing Market Looks Like A Short.
zerohedge.com / by Tyler Durden on 03/24/2015 22:30
Over the past several weeks we’ve said quite a bit about the lack of liquidity in both corporate and government bond markets. In a nutshell, QE is taking its toll on Treasury and JGB markets, with both traders and officials in Japan voicing concerns about liquidity […]
zerohedge.com / Via ECRI on 03/24/2015 15:50
Eleven trillion dollars: that’s how much of so-called Quantitative Easing the world’s central banks have done since the 2008 crisis. To put that in perspective, with eleven trillion dollars you could pay off pretty much all U.S. household debt – all mortgages, all car and student loans, credit […]
globaleconomicanalysis.blogspot.com / Mike “Mish” Shedlock / March 24, 2015
ECB Denies it is Blackmailing Greece
Yesterday, Mario Draghi Hit Back at QE Hawks and denied the ECB was blackmailing Greece.
Critics of QE, such as Bundesbank president Jens Weidmann and the head of the Dutch central bank, Klaas Knot, argue the policy, which helps lower […]
kingworldnews.com / March 24, 2015
Today a legend who was recently asked by the Chinese government to give a speech to government officials in China sent King World News a powerful piece that warns as major cracks appear in the global financial system, it’s everyone, every currency and every central bank for itself.
zerohedge.com / by Tyler Durden on 03/24/2015 09:36
Back in January, we revealed that in lieu of QE, which is still on hiatus, the biggest buyer of stocks in 2015 will be corporations themselves, who at the start of the year Goldman estimated were poised to repurchase some $450 billion of their own shares […]
zerohedge.com / by Tyler Durden / 03/24/2015 06:50 -0400
It is a centrally-planned “market” and everyone is merely a bystander. Last night, following a dramatic China PMI miss, which as previously reported tumbled to the worst print since early 2014 and is flashing a “hard-landing” warning, the Shanghai Composite first dipped then spiked because all […]
zerohedge.com / by Tyler Durden / 03/23/2015 22:50 -0400
Chinese rail freight collapses 9.1% YoY; China Manufacturing PMI tumbled back to a contractionary 49.2 – lowest in 11 months; and the Employment sub-index plunged to its lowest since Lehman … yeah but apart from that, everything is awesome. And for those excited about just how […]
schiffgold.com / BY MIKE FINGER / MARCH 23, 2015
An article from the New York Post pointed out that many analysts are joining Peter Schiff in saying that the global debt explosion is unsustainable. In fact, it’s pushing countries around the world towards yet another precipice of financial collapse. The Post cites some grim […]
zerohedge.com / by Tyler Durden on 03/23/2015 12:32
Careful to follow the status quo’s meme, Fed vice-Chair Stanley Fischer just uttered the following…
FISCHER SAYS DOLLAR’S RISE ALSO REFLECTS RELATIVE U.S. STRENGTH
Which is odd because a) Jim Bullard said this morning that it was ECB QE that was responsible for the strong dollar; […]
zerohedge.com / by Tyler Durden on 03/23/2015 12:20
With the world now convinmced that Janet Yellen is as dovish as she has ever been on rate hikes, today comes the first post-FOMC speech. None other than Vice-chair Stanley Fischer is due to address The Economic Club of New York on the topic of “Monetary-policy lessons […]
zerohedge.com / by Tyler Durden on 03/22/2015 18:20
Of all the themes we’ve been pounding the table on of late, the idea that a lack of liquidity in certain markets will eventually lead to an “accident” or “adverse event” (to use the Center for Financial Stability’s words) is perhaps the most pressing because with […]
charleshughsmith.blogspot.com / by CHARLES HUGH SMITH / MARCH 22, 2015
Can stocks keep hitting new highs even as sales and profits fall?
Given that we live in a world where a modest 3% decline in the stock market triggers panicky demands for more quantitative easing (QE 4), few observers expect much a correction, regardless of […]