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Guest Post: Forward Guidance? – Nonsense! Central Bankers Have No Choice
Submitted by Detlev Schlichter via DetlevSchlichter.com, After two decades of serial bubble-blowing, the world’s central bankers have maneuvered themselves into a corner. They created a monster in the...
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The Reason For China's Epic 1 Trillion Yuan Deleveraging: The Biggest Housing...
Those reading Bloomberg stories tonight may be surprised to find for the first time the mainstream media attempts to quantify the epic deleveraging that China – the economy which has only grown in the...
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Earnings Seasons Kicks Off With Another US Futures Ramp
The central bank “reason” goal-seeked for today’s US overnight ramp – because it sure wasn’t fundamentals with both German exports (-2.4%, Exp. +0.1%) and Industrial Production (-1.0%, Exp. -0.5%)...
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Japan's Portfolio Flows: Liquidation of US Assets Dominate
One of the major surprises this year has been that Japanese investors have been net sellers of foreign assets, even as the Japanese government and central bank pursue stimulative monetary and fiscal...
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Alcoa's "Tapered" Earnings Beat Sets Bullish Global Mood
Overnight news began in China where the CPI came in 2.7% versus consensus of 2.5% although PPI continues to decline at a faster pace than expected (-2.7% v -2.6%). While nobody believes the actual...
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Frontrunning: July 9
ICE’s NYSE to determine the rate used by key competitor CME: NYSE Euronext to Take Over Libor (WSJ) Japan slams China over maritime disputes (FT) The Twinkie Returns, With Less Baggage (WSJ) Pentagon...
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Shut up & Grow Some Balls!!
Originally posted at http://www.capitalistexploits.at/ By: Chris Tell Over the weekend I was watching a movie with my kids…”How to Train a Dragon”. In the story, a tribe of Vikings live in a...
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The Perils Of Exiting
From Monument Securities The Perils Of Exiting The Bank for International Settlements (BIS) has an admirable record in flagging potential threats to global financial stability. When the cadre of...
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Frontrunning: July 11
Bernanke Supports Continuing Stimulus Amid Debate Over QE (BBG) Portugal president wants ‘salvation’ deal, including opposition (Reuters) Egypt has less than two months imported wheat left –...
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Market Recap
From RanSquawk Risk on assets supported by yesterday’s speech by Bernanke, who said that highly accommodative policy needed for the foreseeable future and that current unemployment of 7.6%, if...
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