June 8, 2012
in 2012, Asia, Australia, BRIC, China, USD, bubble, central banks, commodities, foreign investment, forex, indicators, interest rates, international economy, market reports, news and updates, recession, risk, sovereign debt
Last week we were surprised to see a 25 basis point rate cut by Australia – whose inflation and unemployment levels are in a healthy range – so to now see that even China has cut interest rates, well, that’s telling you something significant about the weakness and risks facing global growth.
First Rate Cut Since [...]
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June 8, 2012
in 2012, ADRs, France, G20, G7, G8, Germany, Greece, QE, Spain, bailout, banks, bonds, central banks, currencies, debt, decisions, economy, emergencies, europe, forex, government, international economy, market reports, news and updates, regulation, sovereign debt, stimulus, wealth protection, yield
Well, we are now officially in the middle of a full-blown European debt crisis threatening to spread globally again. All the more reason we might see further stimulus in the US sooner rather than later.
Ahead of a 2 billion Euro bond auction, Spanish yields soared after ratings agency Fitch downgraded Spanish debt in light of [...]
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June 6, 2012
in 2012, FTSE, G7, Germany, Greece, banks, bonds, central banks, debt, europe, indicators, international economy, market reports, money supply
Emergency talks on the Euro crisis are now being planned by the G7 – and this is being reflected in first-time ever historic lows on German bund yields. Investors are now paying for the opportunity to retain the principal value of their investment. Yields have turned negative. Yes, let me repeat that.
The 2-yr German bund [...]
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June 4, 2012
in 2013, 2014, George Soros, Jim Rogers, QE, currencies, debt, deficits, depression, economy, europe, exchange rates, forecasts, fundamentals, future, indicators, international economy, market timing, risk, wealth protection
Top economic advisors and analysts are shouting a common refrain these days. And when two of their more prominent issue global economic warnings forecasts in the same morning, you want to listen. I’ve also outlined what I see as the developments in trends over the next five years, and many of them provide a broader [...]
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June 2, 2012
in 2012, Spain, bankruptcy, banks, bonds, central banks, collapse, consumers, currencies, debt, earnings, economy, europe, foreign investment, indicators, interest rates, international economy, savings, stimulus, wealth protection, yield
Large movements of money are under way in Europe these days, as knowledgeable Southern Europeans withdraw from Italian, Greek and Spanish banks and seek for safer places to leave their cash. This is the main push behind the drop in German Bund yields, which are now acting in similar fashion to Treasuries as a safe [...]
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May 29, 2012
in France, G8, Germany, Greece, Italy, Spain, bailout, bankruptcy, bonds, debt, deficits, economy, europe, exchange rates, forecasts, foreign investment, indicators, international economy, news and updates, politics, risk, sovereign debt
Will Eurobonds be the solution to the European fiscal mess? There’s so much debt out there already, can more European debt really be the answer?
Nevertheless, the “Eurobond” is what Italian Prime Minister Mario Monti has proposed as a way out of the European debt situation. Perhaps a Eurobond offering would calm global markets over European [...]
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May 14, 2012
in 2012, Greece, bailout, bankruptcy, central banks, collapse, currencies, europe, international economy, predictions, preparedness, sovereign debt
Europe closed down on more Greek fears Monday, as commentary seemed to agree that it is time for Greece to prepare an exit from the Euro. Spiegel Online reported that “it is time to admit” that the EU/IMF bailout plan has failed. Alexis Tsipras, the leader of Greece’s radical left party, proposes Greece cancel the [...]
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