04/12/18

Gold Weekly: Ready To Take Off After Trade War Truce

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USA: chiaro coinvolgimento del principe saudita nella morte di Khashoggi

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USA: chiaro coinvolgimento del principe saudita nella morte di Khashoggi
// Sputnik Italia – Ultime Notizie, Fatti e Analisi: foto, video, infografica

Non c'è dubbio che il principe ereditario dell'Arabia Saudita Mohammed bin Salman sia coinvolto nell'omicidio del giornalista Jamal Kashoggi.
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General Electric Is Crashing! – The END OF AN EMPIRE

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General Electric Is Crashing! – The END OF AN EMPIRE
// Silver Doctors

What does GE's crash say about the overall market as banks and institutions face massive bankruptcies? Here's some insight… by Josh Sigurdson and John Sneisen of World Alternative Media Josh �…�

The post General Electric Is Crashing! – The END OF AN EMPIRE appeared first on Silver Doctors.


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Empty Words Are Failing. A Timeline For What Comes Next

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Empty Words Are Failing. A Timeline For What Comes Next
// DollarCollapse.com

A quick recap of the past couple of months: Stocks plunge. The politicians, bureaucrats and bankers who depend on artificially-elevated financial asset prices start to panic. The Fed announces that maybe it won't have to raise interest rates any more, and the president announces a temporary cease-fire in the trade war with China. The markets […]

The post Empty Words Are Failing. A Timeline For What Comes Next appeared first on DollarCollapse.com.


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Here Is What Triggered Today's Sudden Stock Liquidation

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Here Is What Triggered Today's Sudden Stock Liquidation
// RSS

Earlier this morning, Nomura's Charlie McElligott noted something which in retrospect was quite prophetic: the cross-asset strategist highlighted that his Risk Parity model showed that the market's most important strategy is in "de-risking" mode as the economic cycle turns sharply:

In a positioning confirmation / "nod" then to this growth- and inflation- slowdown scenario, it is finally worth noting that we see our Risk Parity model having added enormous notional size in global Government Bonds (USTs and JGBs) over the past month, against very large selling of global Equities and Credit.

The implication - and confirmation - judging by today's market, is that the trade was a long way from finished, looking at the recent risk parity deleveraging in equities...

... offset by buying of gov't bonds.


But while ongoing (relatively slow) risk parity deleveraging may explain the pressure on the market over the past month, the reason for the sharp waterfall in US stocks just after 12pm ET...

... has to do with another systematic "trader" type in the market: namely the much faster CTAs, or .....

"Make Volatility Your New Best Friend" in 2019, But Not Before "One Last Hurrah": BofA

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"Make Volatility Your New Best Friend" in 2019, But Not Before "One Last Hurrah": BofA
// RSS

While not quite as bearish as Morgan Stanley which last week downgraded US stocks to a Sell, in its year ahead outlook for markets and the economy in 2019, Bank of America writes that "the long bull market cycle of excess stock and bond returns is expected to finally wind down next year, but not before one last hurrah."

The bear market vibe at the end of 2018 is expected to continue, with asset prices finding their lows in the .....

La Russia non “scherza” più con l’Occidente: si prepara alla guerra

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La Russia non "scherza" più con l'Occidente: si prepara alla guerra
// controinformazione.info

di Luciano Lago

L'impressione che si ricava dagli ultimi avvenimenti, in particolare dall'episodio accaduto nelle acque del Mar Nero fra le navi ucraine e quelle russe, è quella di un clima decisamente mutato nelle relazioni fra Russia e Occidente (USA-NATO-UE) e diventato di aperta ostilità e predisposizione al conflitto, costi quello che costi.

Questa impressione si deduce anche dai mutati atteggiamente dei massimi responsabili dei settori militari della Russia e, in .....

EU Proposes WIDESPREAD DE-DOLLARIZATION Intitiatives

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EU Proposes WIDESPREAD DE-DOLLARIZATION Intitiatives
// Silver Doctors

In transparent reaction to Washington's continued vassal-ization, the EU has reportedly formulated a plan to reduce the role of the dollar. Here's how…  from Zero Hedge In the most blatant and �…�

The post EU Proposes WIDESPREAD DE-DOLLARIZATION Intitiatives appeared first on Silver Doctors.


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"The Reversion Of Inversion": Why Fed Policy Is Now Too Tight

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"The Reversion Of Inversion": Why Fed Policy Is Now Too Tight
// RSS

Submitted by Nomura's Bilal Hafeez

Market thinks neutral rates are lower = Fed policy is tight

Leaving aside whether US curve flattening or inversion signals a US slowdown, it does at the very least suggest a lower market implied Fed neutral rate. This means that the market is struggling to believe that US neutral rates will revert back to pre-2008 levels.

The Fed has also been grappling where the true neutral rate (r*) lies and it seems we are at or in the ....

Ecco perché Trump non può permettersi di far affondare i mercati

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Ecco perché Trump non può permettersi di far affondare i mercati
// Trend Online

Secondo uno dei più seguiti analisti di Wall Street, due fattori hanno rafforzato le prospettive rialziste dei mercati azionari.

Secondo uno dei più ascoltati analisti di JP Morgan Chase, la combinazione tra i "significativi" passi avanti sui negoziati commerciali fatti al G20 argentino e i toni "meno da falco" utilizzati recentemente dalla Fed sulla tempistica e l'entità della stretta monetaria in corso - con le dichiarazioni di Jerome Powell secondo cui i tassi d'interesse sarebbero ormai "poco sotto la soglia di neutralità" - ha ulteriormente rafforzato le prospettive rialziste dei mercati azionari



JPMorgan raddoppia sull'azionario

"Con entrambe le nostre ....

Morgan Stanley: mercati a un punto di svolta

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Morgan Stanley: mercati a un punto di svolta
// Trend Online

Bruciata l'euforia di ieri, oggi i mercati tentano di continuare, senza successo, sulla scia di un ottimismo che, piano piano, sta però svanendo.

Bruciata l'euforia di ieri, oggi i mercati tentano di continuare, senza successo, sulla scia di un ottimismo che, piano piano, sta però svanendo. Alle 12.30 il Ftse Mib era in passivo dello 0,6% (19.513 punti), il Ftse 100 a -0,7%, il Cac 40 a -0,44% e il Dax a -0,6%.

I temi di investimento del 2019

A prescindere da quanto accadrà sui ...

La BCE è in modalità panico mentre l'economia è in stallo

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La BCE è in modalità panico mentre l'economia è in stallo
// Trend Online

La Francia, che ha sofferto per un primo semestre terribile, ha fatto registrare un aumento dello 0.4%, inferiore alle previsioni di mercato dello 0.5%.

Ora che i tassi in aumento stanno iniziando a far salire i costi dei prestiti in tutto l'ambiente economico, tutte quelle realtà che hanno giovato dalla ZIRP sono in difficoltà. Un'area in particolare è quella del settore automobilistico, la quale ha visto un eccesso di ....

Commodities

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Commodities La stabilizzazione dei mercati delle commodities è stata di breve durata,con l’indicehttps://www.finanzaelambrusco.it/articoli/articoli/finanza/commodities-59/

Previsioni economia Italia 2019: flirt con la recessione possibile per Goldman Sachs

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Previsioni economia Italia 2019: flirt con la recessione possibile per Goldman Sachs
// Borsainside.com - Notizie

Mai come negli ultimi mesi per capire come investire su asset italiani e non solo nel 2019 è necessario esaminare attentamente quelle che sono le previsioni economiche sull'Italia per il prossimo anno. La crescita dell'interesse verso ...

RECESSIONE e CAPITAL KEY: ITALIA fanalino di coda

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RECESSIONE e CAPITAL KEY: ITALIA fanalino di coda
// IntermarketAndMore

Penso di poter dire con estrema franchezza che i dati in uscita in oggi non siano da addebitare solo al governo gialloverde. Di certo la crisi di fiducia, soprattutto a livello internazionale, ha fatto la differenza, ma restano sempre sul … Continua a leggere
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Curva Dei Rendimenti: Hanno Ammazzato Babbo Natale!

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Curva Dei Rendimenti: Hanno Ammazzato Babbo Natale!
// icebergfinanza

Immagine correlataE la neve comincia a cadere, la neve che cadeva sul prato e in pochi minuti si sparse la voce che Babbo Natale era stato ammazzato, cantava il leggendario Francesco De Gregori qualche annetto fa. In effetti ieri qualcosa è successo sui mercati, … Continua a leggere
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Italy, The EU, And The Fall Of The Roman Empire

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Italy, The EU, And The Fall Of The Roman Empire
// RSS

Authored by Alastair Crooke via The Strategic Culture Foundation,

The EU leadership is trying to contain a crisis that is emerging at increasing speed: this challenge comprises the rise of contumacious states (i.e. the UK, Poland, Hungary and Italy), or of defiant, historic 'cultural blocs' (i.e. Catalonia) – all of whom are explicitly disenchanted with the notion of some coerced convergence towards a uniform EU-administered 'order', with its austere monetary 'disciplines'. They even dismiss the EU's claim to be, somehow, a part of a greater civilizational order of moral values.

If, in the post-war era, the EU ....

L'Asia dubita della tregua, Nikkei -2,4%. Si inverte la curva dei Treasuries

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L'Asia dubita della tregua, Nikkei -2,4%. Si inverte la curva dei Treasuries
// Milano Finanza

Il presidente americano Trump insiste: la Cina tagli i dazi sulle auto Usa. Pechino resta in silenzio. E i mercati, che già ieri a Wall Street [...]
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Italia, piove sul bagnato, Goldman taglia le stime di crescita

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Italia, piove sul bagnato, Goldman taglia le stime di crescita
// Trend Online

Italia, piove sul bagnato, Goldman taglia le stime di crescita.

Italia, piove sul bagnato, Goldman taglia le stime di crescita.

L'indice Markit PMI sulle aspettative dei ...

"The End Of The Beginning" - Did Trump Fold On Everything At G-20?

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"The End Of The Beginning" - Did Trump Fold On Everything At G-20?
// RSS

Authored by Tom Luongo,

I knew there was something wrong with Donald Trump's presidency the day he bombed the airbase at Al-Shairat in Syria.  It was a turning point.  I knew it was a mistake the moment he did it and argued as such at the time.

No act by him was more contentious.

It cost me hundreds of followers gained throughout the campaign who wanted to believe Trump was playing 4-D chess.  My Periscopes went from being events to afterthoughts.

Those that left needed to believe this because they had invested so much in him.

They had to believe he was playing some deep game with Putin to bring peace to the region.

He wasn't.

I was right and truth is painful.  The need for him to be Orange Jesus was so strong they created Qanon and the 'science' of political horoscope as slowly but surely Trump was stripped of all of his power except that of complaining about how unfair it all is.

That day he did something in the moment, with bad intelligence and let fly with tomahawks which Russian and Syrian air defenses misdirected and/or shot down.

Empty President

His goal was to show everyone there was a new, strong sheriff in town.

All it did was weaken him.

The neocons praised him as presidential.  They began to get their hooks in him then.  But truly, Trump was destroyed before he took office, giving up Michael Flynn, expelling Russian diplomats and compromising his cabinet picks.

Because making war is the only true test of a President to the laptop bombardiers who control foreign policy.  With that one act Trump's days as an independent agent in D.C. were numbered.

And since then the hope has been that given the enormity of the opposition to his Presidency he was still fighting for what he campaigned on — no nation building, bring the empire home, protect the borders, and clean up the corruption.

He's made a few minor changes but not enough to change the course of this country and, by extension, the world.

The people want this change.  Those with the power don't.

G-20 Ghost

So here we are with a pathetic Trump outclassed at the G-20, a meeting he should dominate but instead is ushered around like a child, given poor earpieces and looking a little lost.  He's only allowed to have one meeting of note by his handlers, with China's Xi Jinping.

Because that meeting wasn't going to end with anything damaging to the long-term plan.  Trump's tariff game is tired and all it will do is hasten the demise of U.S. competitiveness in the very industries he wants us to be competitive in.

Because tariffs are a band-aid on the real problems of bureaucracy, corruption, waste and sloth within an economy.  They are not a product of China stealing our technology (though they have).

And that $1 trillion deficit Trump is running?  Music to the ears of the globalists who want the U.S. brought low. More military spending.  More boondoggles the banks can cut a nice big check to themselves for with funny money printed without risk. This can go on for a few more years until it doesn't matter anymore.

Trump's folding on meeting Putin is the final nail in his presidency's coffin.  He's not even allowed to make statements on this issue anymore.  That's for Sarah Sanders, Mike Pomposity and John Bolt-head to do.

You know, the grown-ups in the room.

No.  Putin and Trump met once when they weren't supposed to and since then Trump has been getting smaller and smaller.  Sure, he held some rallies for the mid-terms to shore up his base for a few weeks while the Democrats stole more than a dozen House seats, three governorships and a couple of Senate seats, but hey he's still working hard for no pay.

Please.

Trump needed to show some real moral courage and speak with Putin about the Kerch Strait incident like men, not sulk in the corner over a couple of ships. And yet his still throws his full support behind a butcher like Mohammed bin Salman because arms sales and Iran.

Putin, for his part, makes no bones about doing business with the Saudis.  He knows that bin Salman is creating a quagmire for Trump while driving the U.S. and European Deep State mad.

Hence:

Putin refuses to apologize for thwarting our plans to overthrow him in Russia and steal Ukraine.

Time Enough to Win

For this Secretary of Defense James Mattis calls Putin, "A slow learner."  This is a flat-out threat that Mattis has more coming Putin's way.  But in fact, it is Mattis who is the slow learner since he still thinks Putin isn't three steps ahead of him.

Which he is.

The game is all about time and money.  And thanks to Mattis and, yes, Trump, Putin will win the war of attrition he is playing.

Because that is what has been going on here from the beginning.  Iran, China and Russia know what the U.S. power brokers want and they knew Trump would always cave to them.  So, they knew exactly how to get Trump to over-commit to a strategy that cannot and will not ever come to fruition.

I warned that Trump's blind-spot when it comes to Iran was his weakness.  I warned that he would eventually justify breaking every foreign policy promise to fulfill his plan to unite the Sunni world behind him and Israel by giving them Iran.

The End of the Beginning

Welcome to today.

And welcome to the end of Trump's presidency because now he is pot-committed to regime change while the vultures circle him domestically.   He has become Bush the Lesser with arguably better hair.

He has alienated everyone the world over with sanctions and tariffs, hence his desire to "Get me out of here" as the G-20 wound down.  No one believes he matters anymore.  By tying himself to the Saudis and the Israelis the way he has he, the master negotiator, has left himself no room to negotiate.

And that is leading to everyone defying him versus cutting deals to carve up the world, end the empire and come home.

Trump is not leading here.  He is being led.  And change requires leaders.  He has been led down the path so many presidents have, more militarism, more empire.  Because when you're the Emperor everyone is your enemy.  This is the paranoia of a late-stage imperial mindset.

It certainly is the mindset of Trump's closest advisors - Mattis, Bolton and Pompeo.

So Trump's "America First' instincts, no matter how genuine, have been twisted into something worse than evil, they are now ineffectual keepers of the status quo fueling ruinous neoconservative dreams of central Asian dominance.

And he has no one to blame but himself.

*  *  *

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The Psychological Bubble That Has Been Propping Up The U.S. Economy Is Starting To Implode

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The Psychological Bubble That Has Been Propping Up The U.S. Economy Is Starting To Implode
// The Economic Collapse

Optimism can be a very powerful thing.  For a long time Americans believed that things would get better, and that caused them to take action to make things better, and that actually resulted in things moving in a positive direction.  But now things have abruptly shifted.  In late 2018, an increasing number of Americans believe that an economic downturn is coming, and ....

Quanto è davvero democratico il tuo comportamento?

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Quanto è davvero democratico il tuo comportamento? Ora tutti noi inorridiamo se pensiamo alle torture di grandi dittatori della storia, dahttps://www.finanzaelambrusco.it/articoli/articoli/cultura/quanto-e-davvero-democratico-il-tuo-comportamento/

Egon von Greyerz: By Their Actions, Central Banks Guarantee Gold & Silver Prices Can ONLY Go Up

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Egon von Greyerz: By Their Actions, Central Banks Guarantee Gold & Silver Prices Can ONLY Go Up
// Silver Doctors

Western and Eastern central banks are now fully supporting the metals. Investors can have total confidence in owning physical. Here's Egon to explain… by Egon von Greyerz of Gold Switzerland �…�

The post Egon von Greyerz: By Their Actions, Central Banks Guarantee Gold & Silver Prices Can ONLY Go Up appeared first on Silver Doctors.


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