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Tag Archives: QE
Where The Next Financial Crisis Begins
Our good friend, King David, just forwarded this Bloomberg headline to remind us of a post we made back in 2018, which we have reposted below. Maybe, or maybe not, but you should have the following analysis in your quiver, … Continue reading
One Of Our Best Trades Ever – Mike Trout
While we are reposting, we thought we’d take a victory lap circle of the bases. The following was originally posted on April 23, 2019, which was a victory lap of a repost from 2012, We’re buyers of Mike Trout’s rookie card. … Continue reading
A Short Stay At The Bear Trap Inn
As we suspected in last night’s post, A break of today’s low at 2945.23 cinches a beeline move to the 50-day, where algos will likely set their bear trap and try and bounce the market. We expect a feeble bounce at best, … Continue reading
Posted in Economics, Equities, S&P500, Uncategorized
Tagged Bear Trap, Fed, Nikkei, QE, S&P500
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One Of Our Best Trades Ever – Mike Trout
The first time we ever saw Mike Trout play baseball it was like watching the real-life version of The Natural, and thought someday people will say, There goes [Mike Trout] the best there ever was in this game – Roy … Continue reading
Thank You, Mr. Gundlach
In our Monday post, we stated, Absolutely stunning to see such large budget deficits as far as the eye can see with the actual and projected unemployment rate under 5 percent. What kind of budget deficit beast will we run … Continue reading
Posted in Economics, Food Prices, Uncategorized
Tagged Fiscal Deficits, Jeff Gundlach, QE, Ray Dalio, Recession
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Millennials Rising, Market Risk Increasing
Righteous! Check out today’s cover of the Economist. It confirms our ongoing analysis and illustrates why you should read the Global Macro Monitor, folks. It’s been almost exactly one year to the date since we posted, Karl, The Comeback Kid? We warned … Continue reading
Posted in Black Swan Watch, Bonds, Politics, Uncategorized
Tagged AOC, Millennials, MMT, QE, Soros, Stocks
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Inflation With A Draghi Tatoo?
Draghi: QE is part of our toolbox and can be considered to be useable by the Governing Council in contingencies. We’ve always considered this and it has now been sanctioned by the ECJ — European Central Bank (@ecb) December 13, … Continue reading
Posted in Banking, Monetary Policy, Uncategorized
Tagged ECB, Inflation, Mario Draghi, People's QE, QE
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The Lessons of Quantitative Easing | Stephen Roach
A decade after the US Federal Reserve launched one of the boldest policy experiments in the modern history of central banking, economists and policymakers are still debating its implications. To prepare for future crises, five key lessons should be kept … Continue reading
Posted in Monetary Policy, Uncategorized
Tagged Project Syndicate, QE, Stephen Roach
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U.S. Treasury Market Borrowing & Global Foreign Savings
We were curious about how much U.S. Treasury market borrowings have increased relative to global foreign savings and whipped together the table below. We define global foreign savings here as the cumulative current account surpluses of all the world’s surplus nations. The … Continue reading
Posted in Dollar, Sovereign Debt, Uncategorized
Tagged global foreign savings, QE, U.S. borrowing requirement, U.S. deficit
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Where The Next Financial Crisis Begins
We are not sure of how the next financial crisis will exactly unfold but reasonably confident it will have its roots in the following analysis. Maybe it has already begun. The U.S. Treasury market is the center of the financial … Continue reading
Global Macro Monitor 