Skrämmande att passivt ägande av aktier har ökat så kraftigt vilket innebär att nedgången kommer bli som ett tåg som inte går att bromsa
EUs tillväxt lägre än väntat så ECB måste kanske tänka om. Mer QE och mer negativ ränta. Super Mario hur skall detta sluta
Central banks around the world are turning to gold as an alternative to the US dollar, which they see as being undermined by America’s aggressive trade policy and geopolitical uncertainty.
Demand for gold was up 42 percent year on year in the first quarter of 2018 among central banks, the World Gold Council (WGC) statistics say. Russia and Turkey are the largest net buyers.
Central banks added a net total of 193.3 tons of bullion in the half of 2018, an 8 percent increase from the 178.6 tons bought in the same period last year. This marks the strongest six months for central bank gold buying since 2015, the WGC notes.
As of the first half of 2018 central banks increased their gold holdings to $1.36 trillion, around 10 percent of global foreign exchange reserves, the WGC said. An analyst has told RT that the reason behind the move is a wish to diversify from the greenback.
Global mkts have lost another $2tn in mkt cap in this week's rout as investors reacted heavily to multiple high-profile 3Q results misses as well as fairly tepid batch of global macro data. Since Jan high, global stocks lost $15tn in value, equal to combined GDP of Eurozone & UK
China’s debt productivity dropped 42.9% between 2007 and 2017. That was the worst among major economies, but others lost ground, too. All the developed world is pushing on the same string and hoping for results like we saw 40–50 years ago.
Utländska intresset för att finansiera USAs underskott fortsätter att minska. Vem skall finansiera de kraftigt stigande budgetunderskotten i USA??????????
The ETF that tracks the companies that do the most buybacks broke its nearly 3 year up trend line. If youre like me and believe buybacks have been the fuel for this blow off top in the s&p since the election...well...this is a serious development.
In U.S. dollar-denominated terms, the price of gold has gone down the past 12 months. But in Turkey, Venezuela, Argentina and other countries whose currencies have weakened, the precious metal is soaring. Gold has successfully preserved purchasing power in those nations!
Den globala yield kurvan ger oss en stark hint om att något kommer att hända inom den globala ekonomin
Budgetunderskott i USA runt 6% när det är så kallat "goda tider och konsumenternas förtroende är på rekordnivåer". Hallelujah
No longer "accommodative"? It's not hard to make the case that this is still the most #accommodative monetary policy in at least a half century.