macrogoldsilver.blogg.se

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.

Inte mycket silver som produceras för tillfället

Publicerad 2020-04-30 12:35:53 i Ekonomi,

The latest report from GlobalData looked at different mining sectors and how they have been affected across the globe. Silver fared the worst, while gold was hurt the least out of all the major mining sectors the report looked at. 

There were temporary shutdowns introduced by more than 1,600 mines across 32 countries as of April 3, the report stated. Since then, the total mine shutdown have already dropped to 729, GlobalData added.

… At the end of the day, silver production was hit the most by temporary shutdowns. As of April 27, there were an equivalent of 65.8% of yearly global silver production still on hold, GlobalData identified.

Vem skall finansiera USAs underskott i framtiden

Publicerad 2020-04-29 22:57:07 i Ekonomi,

In strong dollar environments (blue line), the percent of US federal debt held by foreigners (red line) diminishes.
When the dollar strengthens and ex-US dollar shortages exist, foreigners sharply reduce Treasury purchases relative to new Treasury supply.
 
 
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Hmmm

Publicerad 2020-04-29 18:25:00 i Ekonomi,

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Since the beginning of March, the S&P 500 Index’s 12-month forward earnings per share estimate has slumped 19% and is bound to deteriorate further as business and economic activity have slowed amid the coronavirus outbreak - Bloomberg
 
 
 
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AU

Publicerad 2020-04-28 15:27:16 i Ekonomi,

This is the greatest premium since the Crimea conflict sparked a massive safe haven bid in April 2014.

“Until the world catches up with the imbalance and gets back to a normal balance of supply and demand, the premiums will stay,” Higgins said.

Higgins, a 40-year industry veteran, operates a wholesale business that typically deals with an average of 1 million to 1.5 million ounces of gold each month. That jumped to more than 6.5 million ounces in March as premiums surged, he said.

This extreme physical premium fits with what the Perth Mint's CEO concluded...

“For every coin we make, be it gold or silver, we could probably sell five or six of them,” he said.

“That strong demand will be a little longer-lasting, I expect, as people have been quite badly frightened by this whole Covid disaster.”

Hmmm

Publicerad 2020-04-24 12:20:20 i Ekonomi,

NIER Economic Sentiment Index för Sverige 58.6 lägsta någonsin indikerar -7% y/y BNP.
  
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Är det dags att byta AU mot olja?????????????????????

Publicerad 2020-04-22 10:24:24 i Ekonomi,

Here is a longer term chart. Oil now back to depression of 1893 level pricing versus gold, having fallen below Great Depression lows.
 
 
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'It now takes more than 60 barrels of oil to purchase a single ounce of gold, compared with fewer than 30 barrels in early February. Gold has gotten pricey, relatively speaking, while oil has plunged.' https://barrons.com/articles/gold-miners-take-profits-recovery-economy-coronavirus-51587060277
 
 
 
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Fria marknader???????????????????????

Publicerad 2020-04-22 10:06:00 i Ekonomi,

'Central banks in Group of Seven countries purchased $1.4 trillion of financial assets in March, nearly five times as much as the previous monthly record set in April 2009.' https://bloomberg.com/news/articles/2020-04-21/the-fed-is-buying-41-billion-of-assets-daily-and-it-s-not-alone
 
 
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Coronavirus creates biggest economic uncertainty in decades https://ft.com/content/4d77ab77-0ff0-46ff-b30e-ae712c582457
 
 
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Jeffrey Grundlach om FEDs agerande

Publicerad 2020-04-16 10:08:05 i Ekonomi,


 
 
Jeffrey Gundlach
 
@TruthGundlach
 
The Federal Reserve is presently acting in blatant non-compliance with the Federal Reserve Act of 1913. An institution violating the rules of its own charter is de facto admitting that said institution has failed and is fundamentally broken.

Köper någon aktier utifrån värdering????????

Publicerad 2020-04-15 14:17:00 i Ekonomi,

Investors just chased stocks into a 131.1% market cap to GDP valuation during the largest economic crisis of our lifetimes. And that GDP denominator will be shrinking. So the real valuation is much higher. Markets remain historically vastly overvalued.
 
 
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Hmmm

Publicerad 2020-04-14 10:51:00 i Ekonomi,

Heathrow passenger demand expected to plunge by 90% in April

Airport’s forecast comes as numbers shrank by 52% in March after Covid-19 lockdown

The empty concourse at Heathrow’s Terminal 5.

 

Hundreds of thousands return to work as Spain relaxes coronavirus lockdown

Britain to remain in lockdown till at least May 7: the Times

INDIA MODI SAYS NATIONWIDE LOCKDOWN EXTENDED THROUGH MAY 3 - BBG
 
PRESIDENT MACRON: FRENCH LOCKDOWN EXTENDED UNTIL MAY 11 - RTRS
 
 
#RUSSIA'S PUTIN SAYS SITUATION WITH #CORONAVIRUS IS GETTING WORSE IN RUSSIA - RTRS

???????????????????

Publicerad 2020-04-12 14:18:29 i Ekonomi,

A phlebotomist working at Roseland Community Hospital said Thursday that 30% to 50% of patients tested for the coronavirus have antibodies while only around 10% to 20% of those tested have the active virus.

Corona Virus, 2019-Ncov, Pandemi, Kina

Hmmm

Publicerad 2020-04-12 13:43:00 i Ekonomi,

Fed adds another $271B to the balance sheet this week. Now at $6.083T. Up almost $2T in 42 days.
 
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Hmmm

Publicerad 2020-04-03 12:32:55 i Ekonomi,

Global equity mkts are 26% off Jan peak lvls, a crazy $23tn lost in 3M. Just to put that into perspective we lost $19tn during ‘18, but it gets worse. In March we broke through 11Y support. This breakdown violates the ‘09 bull trend. If you like trend lines this is one to watch.
 
 
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USD Index

Publicerad 2020-04-03 12:20:35 i Ekonomi,

If a new weakening cycle is coming in the USD, it could prove to be lengthy. The two most recent weakening cycles led the USD approximately 30% lower on average over a 8-10 year period.
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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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