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Favoritisme de la BNS: l’horlogerie suisse supplantée par Apple

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Author: Liliane Held-Khawam
Categories: SNB

La grande nouvelle du jour est que Apple aurait vendu plus de montrer dans le monde que toute l’horlogerie suisse réunie. Ces chiffres sont tout de même à relativiser fortement, car ils sont le fruit d’analyse de marché, diffusés par le CEO de Apple lui-même….En rouge, l’industrie horlogère suisse dans sa totalité face à Apple en bleu. Ainsi, selon ces chiffres, Apple aurait vendu 8 millions de montres contre 6,8 pour l’ensemble de l’industrie suisse.

FX Daily, February 16: Worst Week for the Dollar since 2015-2016, While Stocks Continue to Recover

FX Daily, February 16: Worst Week for the Dollar since 2015-2016, While Stocks Continue to Recover
Author: Marc Chandler
Categories: FX Trends

Nearly all the major currencies have risen at least two percent against the US dollar this week. The Canadian dollar is an exception. It has risen one percent this week ahead of today's local session. Sterling is becoming another exception after disappointing retail sales. It is up just shy of two percent. The Dollar Index is off 2.3% on the week, which would be the biggest weekly loss since 2015.

Great Graphic: Bears Very Short US 10-Year Ahead of CPI

Great Graphic: Bears Very Short US 10-Year Ahead of CPI
Author: Marc Chandler
Categories: FX Trends

The US reports January CPI figures tomorrow. The market seems especially sensitive to it. The main narrative is that it is an inflation scare spurred by the jump in January average hourly earnings that pushed yields higher and unhinged the stock market. This Great Graphic comes from Bloomberg and is derived from data issued by the Commodity Futures Trading Commission (CFTC).

Idaho House Votes Overwhelmingly to Remove Income Taxation from Gold & Silver

US States
Author: Jp Cortez
Categories: Gold Standard

Boise, Idaho (February 12, 2018) – The Idaho State House today overwhelmingly approved a bill which helps restore constitutional, sound money in the Gem State. State representatives voted 60-9 to pass House Bill 449 sending the measure introduced by House Majority Leader Mike Moyle and Senate Assistant Majority Leader Steve Vick to the Senate for a hearing in the Local Government and Taxation Committee.

China: Inflation? Not Even Reflation

China Price Stability, Jan 1997 - 2018
Author: Jeffrey P. Snider
Categories: China

The conventional interpretation of “reflation” in the second half of 2016 was that it was simply the opening act, the first step in the long-awaiting global recovery. That is what reflation technically means as distinct from recovery; something falls off, and to get back on track first there has to be acceleration to make up that lost difference.

Why I Own Gold and Gold Mining Companies – An Interview With Jayant Bandari

Jayant Bandari
Author: Pater Tenebrarum
Categories: Debt and the Fallacies of Paper Money

Maurice Jackson of Proven and Probable has recently interviewed Jayant Bandari, the publisher of Capitalism and Morality and a frequent contributor to this site. The topics discussed include currencies, bitcoin, gold and above all junior gold stocks (i.e., small producers and explorers). Jayant shares some of his best ideas in the segment, including arbitrage opportunities currently offered by pending takeovers – which is an area that generally doesn’t receive much attention, but seems to harbor quite a bit of potential.