Sunday, April 2, 2017

Moscow And Beijing Join Forces To Bypass US Dollar In Global Markets, Shift To Gold Trade



The Russian central bank opened its first overseas office in Beijing on March 14, marking a step forward in forging a Beijing-Moscow alliance to bypass the US dollar in the global monetary system, and to phase-in a gold-backed standard of trade.


Stock-To-Bond Ratio Back At 2007 Peak

While a rising stock to bond ratio isn’t all that surprising, especially in a bull market, only in 1999 did stocks outperform bonds by a wider wide margin over a two quarter period.



First Post-Brexit Tremors: Theresa May "Would Go To War" To Protect Gibraltar

The ink has yet to dry on Theresa May's Article 50 signature from last week which officially started the UK's 2-year long divorce from the EU, and already Europe has been traumatized by comments from former Conservative leader Michael Howard, who suggested that Theresa May is be prepared to go to war to protect Gibraltar.


Why The Market's "One-Sided Stability" Is Becoming Increasingly Dangerous: Deutsche Explains

"Tthe existing local stability is likely to be more problematic due to its self-reinforcement – the longer it persists, the higher the risks will become. The one-sided positioning that accumulated since the election now threatens to evolve into a latent condition that mkes markets vulnerable to event shocks. We believe that despite considerable local stability, the market is vulnerable to a risk off trade."

Trump To Tell Xi: “If China Is Not Going To Solve North Korea, We Will"

"Well if China is not going to solve North Korea, we will. That is all I am telling you. China has great influence over North Korea. And China will either decide to help us with North Korea, or they won’t." Trump told the FT. "If they do, that will be very good for China, and if they don’t, it won’t be good for anyone."



High Number Of Consumers See Stock Rally As "Sure Thing"

Gathering bullishness is great for stocks and the prospects for a rally. Once that bullishness hits an extreme, however. the prospects change. Based on the UM Survey Of Consumers, sentiment towards stocks has reached an extreme. And based on that alone, expectations for the next 12 months should be tempered.



Maybe The Recovery Wasn't Real After All

For a while there it looked like the US and its main trading partners had finally achieved escape velocity. Growth was up, inflation was poking through the Fed’s 2% target, and most measures of consumer sentiment were bordering on euphoric. Then it all started to evaporate...




Julian Brigden: "This Is What The 'Armageddon Scenario' For Markets Looks Like"

"My base case is always been that you don't get to the Armageddon scenario with weak data. You actually get to the Armageddon scenario when you actually get strong data. The end game for markets, the most dangerous toxic scenario for markets comes when you've got vastly inflated prices and central banks actually need to hike. "

Connecticut Set To Become First State To Allow Deadly Police Drones


Connecticut could become the first US state to allow police to use drones equipped with deadly weapons if a bill opposed by civil libertarians becomes law. The bill, approved overwhelmingly by the state legislature's judiciary committee on Wednesday, would ban so-called weaponized drones in the state but exempts police and other agencies involved in law enforcement.





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