Wolf Richter: Markets, Regulators Ignore Ticking Time Bomb of Shadow Margin Loans
Shadow margin loans are a sign of speculative excess and complacency about risk.
Read more...Category Archives: Investment outlook
Only $60 Oil Can Save the Aramco IPO
The Saudis’ price expectations for their floatation of Aramco looked, ahem, ambitious from the get go. They look even more questionable now.
Read more...JP Morgan Slashes Its 2018 Oil Price Forecast By $11
After some optimism about oil prices, an unexpectedly high EIA inventory report plus “no end in sight” in shale v. OPEC has analysts rattled.
Read more...Wolf Richter: Dear Fed, It’s Not “Really Hard to Spot Bubbles”
Here are some visual aids to help the Fed spot the housing bubble.
Read more...Board Member JJ Jelincic Calls Out CalPERS’ “Roy Cohn,” General Counsel Matt Jacobs
CalPERS board member JJ Jelincic shows the lengths to which the board and staff will go to silence dissident board members.
Read more...Mr. Market Starts to Question Trump Trade Delusion
A look at the “Trump trade” pearl clutching yesterday.
Read more...Wolf Richter: Did Cisco Just Say Demand is “Very Lumpy?”
Look out below: Cisco has a history of being the canary in the coal mine at market turns.
Read more...Why Are The Oil Markets Crashing?
Sunny predictions for oil prices in 2017 are looking a tad premature.
Read more...Wolf Richter: #Carmageddon Not Yet, But Hot Air Hisses out of Auto Bubble
Despite record incentives, auto sales decline speeds up, inventory bloat spreads to zombie malls.
Read more...Wolf Richter: Wild Housing Speculation Drives Entire Canadian Economy
Canadian housing continues on its relentless rise because too many people can’t afford to have it stop.
Read more...Wolf Richter: Great Debt Unwind: Consumer Bankruptcies Jump, First Since 2010; Commercial Bankruptcies Spike
Both consumer and commercial bankruptcies spiked in March– and the oil bust’s not to blame.
Read more...Magnus: China Must Reform or Bust
China’s debt markets are looking more and more like the West, circa 2007. And it’s not clear the government can intervene as successfully.
Read more...Commercial & Residential Real Estate Bubble Again a Risk to Financial Stability; Fed’s Rosengren Worried
Real estate is again looking like a ticking time bomb. At super low interest rates, pray tell what does the Fed do if it blows up again?
Read more...Deutsche Bank Tries to Stay Alive
Deutsche Bank is still walking wounded.
Read more...Nationalists Slipping in European Polls
European polls show voters moving towards conventional candidates in some of the big 2017 races. Mood du jour or trend?
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