08/04/18

Citi: "Fed Policy Is Now Restrictive" A Clear Negative For Stocks



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Citi: "Fed Policy Is Now Restrictive" A Clear Negative For Stocks
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Whether one looks at "hard" data, "soft"  sentiment surveys, or general economic conditions - Friday's unexpected plunge in payrolls certainly a case in point - there is no mistaking it: the economy is slowing down...

... to the point where over the weekend several banks have raised red flags the business cycle may be ....

Alasdair Macleod: The Petroyuan Is A Double Blow To The United States



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Alasdair Macleod: The Petroyuan Is A Double Blow To The United States
// Silver Doctors

The petroyuan is not just a blow to the dollar but also a boost for gold, and Alasdair explains why this has serious implications going forward… Alasdair Macleod interviewed by �…�

The post Alasdair Macleod: The Petroyuan Is A Double Blow To The United States appeared first on Silver Doctors.


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Fed’s QE-Unwind Proceeds Despite Stock Market Sell-Offs



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Fed's QE-Unwind Proceeds Despite Stock Market Sell-Offs
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Authored by Wolf Richter via WolfStreet.com,

Didn't miss a beat.

The sixth month of the QE-Unwind ended on March 31, which is reflected in the Fed's balance sheet, released this week, for the week ending April 4. The QE-Unwind appears to be on automatic pilot, clicking along at the pace that accelerated in January, despite the sporadic stock market sell-offs since early February.

During the years of QE, the Fed acquired a total of $3.4 trillion in Treasury securities and mortgage-backed securities. The MBS are backed by mortgages that ...

Trade Wars Just Beginning... In A Fight Over An Indefinitely Shrinking Pie



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Trade Wars Just Beginning... In A Fight Over An Indefinitely Shrinking Pie
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Authored by Chris Hamilton via Econimica blog,

From a growth perspective, it doesn't matter if the world is 7.5 million or 7.5 billion persons...it only matters how many more there are from one year to the next.  Economic growth (or the ability to consume more...not produce more) is about the annual growth of the population among those with the income, savings, and access to credit (or governmental social pass-through programs).  That's what this trade war is all about and why it's just beginning.  First it was a fight for decelerating growth...but now it's about a shrinking pool of consumers.

Nowhere is this decline in potential consumers more acute than East Asia (China, Japan, N/S Korea, Taiwan, plus some minor others).  I have ....

China’s Five Options in the Trade War with the U.S. “Rare Earths” Are China’s Most Potent Weapon In A Trade War



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China's Five Options in the Trade War with the U.S. "Rare Earths" Are China's Most Potent Weapon In A Trade War
// Global Research

After Trump ordered the USTR to consider an additional $100BN in tariffs, something we said on Wednesday would happen if the market was dumb enough to allow Trump to think he had a trade war victory by closing green…

…China …


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Adesso Basta… I Comunisti Che Ci Spiegano L’Economia



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Adesso Basta… I Comunisti Che Ci Spiegano L'Economia
// MiglioVerde

di MATTEO CORSINI

Mi è capitato, leggendo una rassegna stampa, di imbattermi in un articolo a firma di Marco Bersani pubblicato sul Manifesto. Ho pensato: vediamo un po' cosa si propone su un quotidiano che, nel 2018, ancora va fiero di dirsi comunista (sic!).

L'inizio è tutto un programma: "Mentre la giostra sul nuovo governo continua il proprio giro e Lagarde (Fmi) e Moscovici (Commissione Europea), a giorni alterni, ricordano a tutti l'obbligatorietà delle politiche d'austerità, nessuno sembra voler ....

Surviving The Next Great Depression



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Surviving The Next Great Depression
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Authored by Tom Chtaham via Project Chesapeake,

Numerous economists and investors are warning of another great financial crisis to come but few people want to listen to them. No crisis is ever exactly like the last one and the next great depression will be different from the last one. In the last depression those who had money were in a good financial position to ride it out but the next depression will see those with fiat money drowning in it as it becomes worthless.

Very few Americans have any significant savings today. Most live on credit and those with savings have it stored in financial instruments that will be wiped out as ...

SPY FINANZA/ La bomba a orologeria che a Cernobbio nessuno vede



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SPY FINANZA/ La bomba a orologeria che a Cernobbio nessuno vede
// Il Sussidiario.net :: Economia e Finanza

Le parole di Trump di venerdì scorso potrebbero essere l'annuncio formale dell'inizio della crisi. Quella crisi di cui a Cernobbio non ci si accorge, dice MAURO BOTTARELLI

(Pubblicato il Sun, 08 Apr 2018 06:03:00 GMT)

SPY FINANZA/ I piani "da guerra" degli Stati nell'economia, di U. Bertone
MPS/ I conti per lo Stato (e i contribuenti) già non tornano, di M. Delfino
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IM: infinita come lo spazio

IM: infinita come lo spazio“I'M infinita come lo spazio” che poi è il titolo scelto dalla Distribuzione delhttps://www.finanzaelambrusco.it/articoli/articoli/cultura/im-infinita-come-lo-spazio/

Strange Times In A Strange Sector: The US Housing Market Goes "Brutal"



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Strange Times In A Strange Sector: The US Housing Market Goes "Brutal"
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Authored by John Rubino via DollarCollapse.com,

Real estate tends to ride an emotional rollercoaster, as anyone who made it through the 2000s can attest. But in some ways the current market is even stranger than those of past cycles. Consider:

Home buying market so brutal, some home buyers make offer sight unseen

(CNBC) – This spring home-buying season should be a coming-out party for Millennials, many of whom are finally ready to make a purchase after hunkering down for years in their parents' basements or expensive apartments.

The only problem: Much of the food at the party is gone, and what's left is priced like caviar.

Although solid job and ....

L'arrivo della crisi finanziaria sara' molto peggio della Grande Depressione



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L'arrivo della crisi finanziaria sara' molto peggio della Grande Depressione
// comeDonChisciotte.net

La Grande Depressione impallidirà in confronto alla prossima crisi finanziaria che potrebbe presto arrivare, secondo l'investitore Peter Schiff, famoso per le sue previsioni del giorno del giudizio.

"La cattiva notizia è che vivremo un'altra Grande Depressione e sarà molto diversa. Questo sarà in molti modi, molto peggiore di quello che le persone hanno dovuto sopportare durante la Grande Depressione ", ha detto Schiff, come citato da ZeroHedge. "Questa sarà una crisi del dollaro".


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