25/12/18

Top Bond Fund Manager Warns: 'Prepare For More Market Turbulence'

Nessun commento:


----
Top Bond Fund Manager Warns: 'Prepare For More Market Turbulence'
// RSS

Federal Reserve Chairman Jerome Powell was very clear last week that he and his peers on the FOMC will continue to raise interest rates next year - even if the pace of rate hikes could be somewhat slower than previously anticipated. And while equity investors were quick to take him at his word - sending the S&P 500 8% lower and bringing the longest bull market in history to a sensational end - bond traders have been somewhat more reluctant.

Indeed, a selloff that began back in September with short-term yields breaking to heights unseen since the crisis ended with Treasury yields moving back below these key psychological levels, with the 30-year below 3% and the 10-year trading at 2.8%. Unsurprisingly, these moves have accompanied expectations that the Fed's own dot plot is far too optimistic and that, in the market's view, a rate hike next year is about as likely as a rate cut.

Rates

This probably offered some relief to Treasury Secretary Steven Mnuchin, who tried (and failed) to ....

Nikkei. -5.01%. Mala tempora currunt, sed peiora parantur.

Nessun commento:


----
Nikkei. -5.01%. Mala tempora currunt, sed peiora parantur.
// SenzaNubi

Giuseppe Sandro Mela.

2018-12-25.

2018-12-25__Nikkei__001

Il primo ottobre il Nikkei valeva 24,245.76: oggi vale 19,155.74.

In tre mesi il Nikkei ha perso il 20.99%, 100 * (24,245.76 – 19,155.74) / 24,245.76.

Ma per ritornare ai livello del primo ottobre, il Nikkei dovrebbe risalire del 26.57%, 100 * (24,245.76 – 19,155.74) / – 19,155.74

*

Il primo ottobre il Dow Jones valeva 26,828.39: oggi vale 21,792.20.

In tre mesi il Down Jones ha perso il 18.77%.

«US stocks had their worst Christmas Eve on record»

*

«The Dow Jones index of 30 leading companies fell more than 650 points on Monday, and is on track for its worst December since 1931, during the Great Depression»

* * * * * * *

Come sempre accade in circostanze del genere, tutti si affannano a cercare il 'colpevole'.

«The Asian markets are ...

Comincia a sembrare un crash niente male quello delle borse USA

Nessun commento:


----
Comincia a sembrare un crash niente male quello delle borse USA
// Argento MetaFisico

Post natalizio: Comincia a sembrare un discreto crash ... 





Uh! Un altro 80% significherebbe l'SP500, per esempio, a 500 dollari. Troppo dai, non ci credo neanche se lo vedo. Con tutto lo stampa stampa mondiale e tutti 'sti trilioni che nn sanno dove metterli sarebbe gia' notevole se arrivasse a minimi che ho evidenziato che ha fatto 3 anni fa ... o no?



Reinhart Warns: The Biggest Emerging Market Debt Problem Is In America

Nessun commento:


----
Reinhart Warns: The Biggest Emerging Market Debt Problem Is In America
// RSS

Authored by Carmen Reinhart via Project Syndicate,

A decade after the subprime bubble burst, a new one seems to be taking its place in the market for corporate collateralized loan obligations. A world economy geared toward increasing the supply of financial assets has hooked market participants and policymakers alike into a global game of Whac-A-Mole.

A recurrent topic in the financial press for much of 2018 has been the rising risks in the emerging market (EM) asset class. Emerging economies are, of course, a very ....

The Psychological Warfare Behind Economic Collapse

Nessun commento:


----
The Psychological Warfare Behind Economic Collapse
// Silver Doctors

The control mechanisms of the globalists are far more complex than simply exploiting the flow of money or the accumulation of debt… by Brandon Smith of Alt-Market The concept of �…�

The post The Psychological Warfare Behind Economic Collapse appeared first on Silver Doctors.


----

Read in my feedly


Inviato da iPhone

Milano è prima per qualità della vita? Solo se guadagni 6000 euro al mese

Nessun commento:
Milano è prima per qualità della vita? Solo se guadagni 6000 euro al meseLemmonio Boreo Il 18 novembre scorso era uscita una classifica sulla qualità dellahttps://www.finanzaelambrusco.it/articoli/articoli/cultura/milano-e-prima-per-qualita-della-vita-solo-se-guadagni-6000-euro-al-mese/

One Clear Winner Emerges From The Market Rout

Nessun commento:


----
One Clear Winner Emerges From The Market Rout
// RSS

And it's certainly not hedge funds.

As the following chart showing the performance of Goldman's famous (or infamous) hedge fund VIP index makes it clear, the Top 20 most popular stocks among the "hedge" fund community have cratered into year end, down 22% from their all-time highs, dragging with them not only most hedge funds but also virtually all other active investors, who will be relieved to finally put 2018 in the rearview mirror.

No, the winner from the historic Q4 rout and record December plunge in the S&P are passive investors such and especially ETF giant BlackRock, whose exchange-traded fund business attracted more than $25 billion in November inflows, a record monthly haul for the company.

Recall that whereas last ....