Skulderna i världen har aldrig varit så höga som de är idag samtidigt som man trycker pengar för att hålla systemet igång. Guld och silver har varit en del av det monetära systemet under flera tusen år. De senaste dryga 40 åren har man dock valt att lämna dessa ädelmetaller utanför och det har medfört ökade skulder och ett ohållbart system.

Nobelpristagaren Robert Shiller ser finansiella bubblor inom alla sektorer

Publicerad 2019-10-28 11:01:00 i Ekonomi,

When Nobel Laureate and "Irrational Exuberance" author Robert Shiller says he sees bubbles in the financial markets — you'd better listen up. He literally wrote the book on stock market crashes and bubbles after all.

"I see bubbles everywhere," Shiller, economics professor at Yale University and author of just-published "Narrative Economics" told investors gathered in Los Angeles Wednesday. "There's no place to go. You just have to ride it out. You invest even though you expect the price to decline." Shiller famously predicted the 2000 stock market crash and the 2007 crash of the housing market.


"I see bubbles everywhere," Shiller, economics professor at Yale University and author of just-published "Narrative Economics" told investors gathered in Los Angeles Wednesday. "There's no place to go. You just have to ride it out. You invest even though you expect the price to decline." Shiller famously predicted the 2000 stock market crash and the 2007 crash of the housing market.

Börjar bli jobbigt för Indien

Publicerad 2019-10-25 10:26:35 i Ekonomi,

Indian companies are defaulting on their debt at a record pace, and it looks strains on the nation's corporate-debt market may deepen as the economy slows.
Bond Defaults Are the Highest on Record as India’s Economy Slows
Indian companies have defaulted on a record $1.2 billion of bonds so far this year after the shadow bank crisis triggered a credit squeeze, and it doesn’t look like the worst is over.

Tyska avskedspresenten till Super Mario

Publicerad 2019-10-24 11:26:39 i Ekonomi,

German Markit Manufacturing PMI Oct P: 41.9 (est 42.0 ; prev 41.7)
German Markit Services PMI Oct P: 51.2 (est 52.0 ; prev 51.4)
German Markit Composite PMI Oct P: 48.6 (est 48.8 ; prev 48.5)
KWN Turk II 3:30:3015

Indien ökar sina silverköp

Publicerad 2019-10-23 14:28:43 i Ekonomi,

The jump in silver imports has been going on all summer. Add up June/July/August silver imports this year and compare them to last year and this is what it looks like.

 India represents a bigger portion of global silver demand than most investors realize. Between jewelry, religious objects, and investment, one of every six silver ounces in the world is gobbled up by Indian demand.

Nasdaq ser inget vidare ut

Publicerad 2019-10-23 14:04:13 i Ekonomi,

Technical market breadth looks like crap. The Nasdaq $CCMP ADL has been falling since 8/31/18. The indices are being propped up by a narrowing group of stocks. Such divergences are bearish as hell for the market at large with record valuations in a faltering global economy.

Saxat från King World News

Publicerad 2019-10-23 13:18:42 i Ekonomi,

October 22 (King World News) – Graddhy out of Sweden:  “Thinking now when the beginning of the USD/DXY (US Dollar Index) drop towards my first target of 80 is only weeks away, it is starting to limit how deep gold can go for its ICL (Intermediate Cycle Low). Have therefore drawn new pink lines. The revised thin zone is dead below (see below).

Possible Gold Pullback Zone Revised Higher Based On Anticipated Dollar Decline

Silver Update
As said, silver broke the upper trend line, and this looks like a backtest and a rounded bottom. But, the more important thing is what gold does, so this BO (Break Out) for silver can maybe be a bull trap/FBO (Fake Break Out). And SILJ got rejected upwards while silver broke out. Watching gold. (See below).

Possible Fake Break Out In Silver
Regardless, Silver Headed Much Higher Over Time


McKinsey varnar för bankerna

Publicerad 2019-10-22 17:21:00 i Ekonomi,

Banks Must Act Now or Risk Becoming a ‘Footnote’: McKinsey

More than half of the world’s banks are already in a weak position before any downturn that may be coming, according to a report from consultancy McKinsey & Co.

A majority of banks globally may not be economically viable because their returns on equity aren’t keeping pace with costs, McKinsey said in its annual review of the industry released Monday. It urged firms to take steps such as developing technology, farming out operations and bulking up through mergers ahead of a potential economic slowdown.
“We believe we’re in the late economic cycle and banks need to make bold moves now because they are not in great shape,” Kausik Rajgopal, a senior partner at McKinsey, said in an interview. “In the late cycle, nobody can afford to rest on their laurels.”
 © Reuters.


Köp AU och AG

Publicerad 2019-10-17 16:38:04 i Ekonomi,

As you can see, interest in gold is growing, while interest in stocks is fading. If I didn’t know anything else and just looked at this data, my gut would tell me it’s time to move away from stocks and into gold.

Big trends play out over years, not days or weeks. As more and more investors transition away from stocks and into gold, this trend should get bigger and stronger.

Går inget vidare för Trumps tillverknings industri

Publicerad 2019-10-17 15:54:20 i Ekonomi,

Following August's surprise surge in industrial production, September saw a big disappointment with headline output dropping 0.4% MoM (twice as bad as the 0.2% drop expected).

And worse still, on a year-over-year basis, industrial production has shrunk for the first time since Trump's election in Nov 2016

Source: Bloomberg


Additionally, US manufacturing output contracted 0.5% MoM in September (worse than the 0.3% decline expected), likely depressed by an autoworkers’ strike at GM, sluggish global demand, and the trade war.

Source: Bloomberg

Är detta bara början

Publicerad 2019-10-16 12:30:26 i Ekonomi,

South Korea's largest hedge fund freezes $710 million as investors try to pull funds

south korean trader won
  • Lime Asset Management — South Korea's largest hedge fund — has frozen a total of $710 million in withdrawals as investors rush to pull their cash from the firm, Bloomberg reported. 
  • The firm, which oversees about $4.1 billion, said it's struggling to sell assets fast enough to pay out investors, the report found.
  • The investor redemptions began after the firm confirmed last that it was under investigation by Korean financial authorities over investments in convertible bonds. 
  • Visit the Business Insider homepage for more stories.





Inte långt borta

Publicerad 2019-10-15 13:37:32 i Ekonomi,

Spread between consumer confidence indices (UofM and Conference board) - while this is interesting as a recession indicator what it tells you is that one of the confidence indicators is entirely wrong at turning points.

Är inte detta QE

Publicerad 2019-10-15 13:34:27 i Ekonomi,

$180 billion added to the Fed's balance sheet in just one month since the repo liquidity crisis started. Powell says, "In no sense is this QE!"


Publicerad 2019-10-14 16:49:27 i Ekonomi,

This is a chart of quarterly gold prices from 1975 through the third quarter of this year (September 2019). Notice the similarities between now and the beginning of the last major gold bull market.

Hong Kongs banking system svajar

Publicerad 2019-10-01 15:33:11 i Ekonomi,

Kyle Bass
Uh Oh. Australian Dollar deposit rates in Hong Kong are skyrocketing. For 7-day deposits, Chiyu Bank, Hang Seng, HSBC and BOCHK offer 11%, 10.8%, 9% and 8.8% respectively for min of HK$ equivalent of 100k, 800k, 50k and 50k. HK banks are barely holding together. #HKexit
Översätt tweeten
2:24 em · 1 okt. 2019 från Highland Park, TX·Twitter for iPhone


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Roger Lundberg

Har varit verksam inom den finansiella marknaden i över 35 år. Har därmed varit med om både upp och nedgångar inom olika marknader. Min bedömning är att vi närmar oss en ny härdsmälta på de ekonomiska marknaderna och vill därför med denna blogg dela med mig av min erfarenhet.

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