Showing posts with label FED. Show all posts
Showing posts with label FED. Show all posts

Thursday, 9 July 2015

der große Markt Warnung

nvestors 'Insights Kommentare

Es gibt wenig Zweifel, dass wir in der Mitte von einem perfekten finanziellen Sturm sind, dass die Geschichte vielleicht eines Tages Rekord als "die Mutter aller Global Market Crashes". Zinsen waren zu niedrig, zu lange, dass nicht nachhaltige Blasen im Finanz- und Immobilienmärkte auf der ganzen Welt.Das Mal ist es anders war wieder der übliche Mantra erstellt.
Das ist es nie. Er wird es nie sein. Es konnte nicht reicht!

Mathematisch alle bestritten, dass eine Mean-Reversion der Zinsen immer auftreten würden und dadurch überall zusammenbrechen globalen Spekulationsblase Werte um 50% oder mehr. Erraten Sie, was? Jemand kaufte das letzte Tulpe, und wir jetzt erleben, die Reversion mit der vollen Wucht der Barwert mathematischen Konsequenzen.

Darüber hinaus sind viele Volkswirtschaften mit Blick auf Schuldenkrise und realwirtschaftlichen und Klimawandel verursacht entweder Wasser, Kapital oder Nahrungsmittelknappheit. Sie können nicht Volkswirtschaften ohne Nahrung, Wasser und Energie; irgendwie Nobelpreis noch Ivy League Ökonomen nie dieses heraus.

Die FED-Charts sagen uns die Finanzmarkt Wetter ist sehr schlecht. Wall Street ist immer sehr besorgt, und die heutige Welt Schlagzeilen erzählen die Geschichte von einem freien Fall in Werte in Japan, China, Australien und anderen Ländern, die alle großen Aktien-, Renten- und wirtschaftlichen Zusammenbrüchen der Vergangenheit und der jüngsten Geschichte widerspiegelt. Tiefer Preise für Tage und Wochen am Ende - weil wir gerade aus der größeren Narren laufen. Die wahren Gesetze von Angebot und Nachfrage.

Wenn haben das ungute Gefühl, dass Dinge viel schlimmer sind. Eine Sache, die Sie brauchen sich keine Sorgen zu machen, sind Sie nicht allein.

Und denken Sie daran, dass alte Sprichwort - wenn sein über seine über!

 Weiterlesen

The Big Market Warning

Investors' Insights Comments 

There is little doubt we are in the midst of a perfect financial storm, that history will perhaps one day record as "The Mother of All Global Market Crashes". Interest rates were too low, for too long, that created unsustainable bubbles in financial  and real estate markets around the world.This time it is different was again the usual mantra.
It never is. It Never Will Be. It couldn't last! 

Mathematically, everyone denied that a mean reversion of interest rates would ever occur and thereby collapse global asset bubble values everywhere by 50% or more. Guess what? Somebody bought that last tulip, and we are now experiencing the reversion with the full brunt of its present value mathematical consequences.  

Moreover, many economies are facing debt woes and physical economic and climate change issues causing either water,capital or food shortages. You cannot run economies without food, water and energy; somehow Nobel Prize nor Ivy League economists can never  figure this out. 

The FED charts tell us the financial market weather is very bad. Wall St is getting very worried and today's  world headlines tell the story of a free fall in values in Japan, China, Australia and elsewhere, that mirrors all the great stock, bond  and economic meltdowns of past and recent history. Plunging prices for  days and weeks on end - because we just run out of bigger fools..The real laws of supply and demand.

If you have that sinking feeling that things are about to get much worse. One thing you need not worry about, you are not alone.

And remember that old adage  -  when its over, its over!




Sunday, 24 May 2015

INVESTORS INSIGHTS - Beware Liquidity Drying Up Global Bond Markets

Liquidity Mirage Causes Volatility

In Government Bonds




At the moment, volatility in the government bond market continues to be a huge theme in the market and one that investors need to consider and address.  Whatever the initial causes of the adjustment in relative and absolute yield curves and there are plenty of potential culprits – Federal Reserve rate expectations, European Central Bank quantitative easing, inflation forecasts etc. – the subsequent severe volatility has been without doubt exacerbated by the lack of liquidity.




What is particularly worrying is that this lack of liquidity is occurring in global government bond markets, which are deemed to be the most-liquid fixed-income sectors.  To highlight this issue, Bloomberg reported that on ICAP's  BrokerTec  platform's (an electronic trading system for FI markets) April volumes fell 14 per cent from a year ago and were the lowest in six years. Read More.


INVESTORS' INSIGHTS  - "Today's Edge" 



Sooner or later the bond market will run out of bigger fools as inflation is much higher than reported by governments while investors are losing principal with negative real returns. In essence we are seeing a global debasement of all currencies under present policies.

When the bonds crash they will bring down the markets too. Time has come to unload those highflyers that have no earning because they can drop like a stone from dollars to pennies, all in the blink of young girl's eyes.


May 19, 2015 

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