QE – Capital & Conflict

25th April 2018 Nickolai Hubble

Taper tantrum take 3

For months it’s been all about 3%. Investment analysts, traders, managers and commentators all agreed: if the ten-year US Treasury bond hits 3%, something is going to snap. Well, according to Bloomberg radio, yesterday was the big day. For the…

19th April 2018 Nickolai Hubble

The return to a natural state

Today we imagine a return to a normal world. Or at least try to. Because it wouldn’t last long. Goldman Sachs CEO Lloyd Blankfein gave an interview on CNBC after his company announced its earnings for the first quarter of…

16th April 2018 Nickolai Hubble

They all roll over, but who falls out?

Blowing up some portion of Syria’s chemical weapons infrastructure changes everything. Or nothing, depending on who you ask. Don’t ask me. All I know is that we’re walking into whatever was planned for us. If Bashar al-Assad actually launched a…

6th April 2018 Bill Bonner

What Trump’s Quack Economists Will Do Next

SALTA, ARGENTINA – Up. Down. Up. Down. We followed the action on Wall Street yesterday, wondering… where was it going? The headlines told us that investors were nervous about a trade war. Bloomberg was on the case early: Fears of…

5th April 2018 Nickolai Hubble

The implausibility of a crash

Everyone agrees. The biggest risk to the markets is obvious. Central bankers are swapping quantitative easing (QE) for quantitative tightening (QT). And QT could make the world blow up in all sorts of ways. Citibank credit strategist Matt King told…

26th March 2018 Nickolai Hubble

The Dear Leader and the stockmarket

Getting into a sports stadium is always easier than getting out. Unless you leave early. The stockmarket is much the same. Up the escalator and down the elevator is the mantra describing the nature of the stockmarket’s booms and busts….

28th February 2018 Nickolai Hubble

Still only one player in the game

Trainspotting provides today’s economic analysis. The movie is about a drug addict’s attempts to come clean. It doesn’t go so well. Perhaps because he’s trying to do it in Scotland. In the end, he steals thousands of pounds from his…

12th February 2018 Nickolai Hubble

Simple chart explains crash

Sometimes things are simple. Perhaps this is one of those times. Stocks are crashing, bonds are stumbling, and investors are worrying. When will it stop? Last week we tried to take stock of what happened so far. And how it…

Tag

QE