Found 1,666 search results for keyword: label

Great Graphic: French Premium over Germany Continues to Grow

2017-02-02

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2017-02-02

French Premium Over Germany Since 2014
European premiums over Germany typically increase in a rising interest rate environment. France's premium is at the most in two years. France is still set to turn back the challenge from Le Pen.

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Trade is Trump’s Centerpiece

2017-02-01

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2017-02-01

Trans-Pacific Partnership
Investors are anxiously awaiting more details on the new US Administration's economic policies and priorities. Part of the challenge is that the cabinet represents a wide range of views and it is not clear where the informal power lies, or whose call is it. In terms of economic policy, trade is being given priority. It is seen as the key to the jobs and growth objectives.

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How to Sell Your Gold & Silver to Money Metals Exchange

2017-01-31

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Learn more here: https://goo.gl/yA027t?sell-gold What you’ll need: 1. A new cardboard box that is large enough to fit all of the product that you are selling and extra packing material 2. Your precious metals that you are selling to Money Metals Exchange 3. Strong packing tape 4. Your P.O. paperwork 5. Packing material like packing …

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Dow 20K, US Debt $20 Trillion, Trump and Gold

2017-01-30

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2017-01-30

DOW, Monthly
By Jan Skoyles, Editor Mark O’Byrne In case you’ve been hiding under a rock, the Dow Jones Industrial Average reached 20,000 earlier this week for the first time in its 132 year history to much media fanfare. Bigcharts via Financial Sense Since Trump’s election US market indicators, including the Dow have been ticking up – it has been labelled the Trump rally. This latest milestone is something that the new President is happy to take credit for....

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Great Graphic: Mexico and China Unit Labor Costs

2017-01-29

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2017-01-29

Unit Labor Costs in China and Mexico 2007 - 2015
Mexico has been gaining competitiveness over China before last year's depreciation of the peso. The depreciation of the peso, and other US actions can contribute to the destabilization of Mexico. An economically prosperous and stable Mexico has long been understood to be in the US interest.

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Are Interest Rates No Longer Driving the Dollar?

2017-01-27

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2017-01-27

US 10-year yield and US Dollar
Many are concerned that the dollar and interest rates have become decoupled. We are not convinced. Correlations, not to be eyeballed, are still robust.

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Davos: In Defense Of Populism

2017-01-17

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2017-01-17

DAVOS MAN: “A soulless man, technocratic, nationless and cultureless, severed from reality. The modern economics that undergirded Davos capitalism is equally soulless, a managerial capitalism that reduces economics to mathematics and separates it from human action and human creativity.” – From the post: “For the Sake of Capitalism, Pepper Spray Davos”

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The Difference of an A and BBB for Italy

2017-01-14

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2017-01-14

Italian Bank Stocks
DBRS cut Italy's rating to BBB from A. It will increase the haircut on Italy's sovereign bonds used for collateral by Italian banks. It is not a mortal blow or a significant hit, but is not helpful, except to add pressure on Italy and further reduce its ability to respond to another shock.

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Great Graphic: Real Rates in US are Elevated

2017-01-11

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2017-01-11

The US 10-year yield fell briefly below 1.32% last July. The yield slowly rose to reach 1.80% in mid-October. The day after the election, the yield initially slipped to almost 1.71%. This was a bit of a miscue, and the yield rose sharply to hit almost 2.64% the day after the FOMC hiked rates for the second time in the cycle on December 14. The yield backed off to hit 2.33% at the end of last week.

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Fake News? It’s All Fake!

2016-12-29

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2016-12-29

the addled cannibals
BALTIMORE – In January of this year, the Empire Herald reported that a “meth-addled couple” had eaten a homeless man in New York City’s Central Park. Later, Now8News reported that a can of cookie dough had “exploded in a woman’s vagina”; the woman was alleged to be shoplifting.

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Gold – Ready to Spring Another Surprise

2016-12-29

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2016-12-29

Treasure Chest
Below is an update of a number of interesting data points related to the gold market. Whether “interesting” will become “meaningful” remains to be seen, as most of gold’s fundamental drivers aren’t yet bullishly aligned.

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Great Graphic: Real Wages

2016-12-28

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2016-12-28

Real Wages 2007 - 2015
This Great Graphic caught my eye. It was tweeted by Ninja Economics. Her point was about immigration. German had much higher immigration than the UK, but also saw real wage increase of nearly 14% in the 2007-2015 period, while real wages in the UK fell nearly 10.5%.

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The Washington Post: Useful-Idiot Shills for a Failed, Frantic Status Quo That Has Lost Control of the Narrative

2016-12-25

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2016-12-25

US Federal Reserve System
Don't you think it fair and reasonable that anyone accusing me of being a shill for Russian propaganda ought to read my ten books in their entirety and identify the sections that support their slanderous accusation?

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You Know what Happened to Nominal Exchange Rates, but What about Effective Exchange Rates?

2016-12-21

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2016-12-21

BISBCNR Index
Yen is up slightly this year on an effective trade weighted basis. The euro has gained about 1% this year on an effective trade weighted basis. Sterling's decline has been significant on an effective basis. The yuan's decline looks to have corrected overshoot and is still holding an 11-year uptrend on the BIS real effective basis.

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BIS: A Paradigm Shift on Bond Yields?

2016-12-18

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2016-12-18

Review of recent BIS report. US election spurred a substantial change in sentiment. Equity and bond market reactions are roughly similar to when Reagan was elected, with the dollar, at least initially, stronger than then.

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Charles Hugh Smith a Russian Propaganda Site?

2016-12-10

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2016-12-10

WaPo-methodology on identifying "Russian Propaganda " Guilt by Associaton
We highly appreciate the site of Charles Hugh Smith because it integrates good economic graph with critical political comments. A couple of days ago, it appeared on a list of "Russian Propaganda Sites" that got cited by mainstream media.

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Great Graphic: Another Look at the Reproduction Problem

2016-12-09

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2016-12-09

Change of making more money than your parents if you were
In order for a society to be sustained social relations have to be reproduced. Yet now neither the middle class nor capital are able to reproduce themselves. This may be the single greatest challenge our society faces.

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Great Graphic: Dollar Index Update

2016-12-05

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2016-12-05

The Dollar Index's technical tone has deteriorated. It is corresponding to the easing of US rates and a narrowing differential. The risk is that the correction can continue in the coming days.

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Great Graphic: Yen and Yuan Connection

2016-11-28

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2016-11-28

The US dollar has rallied against both the Japanese yen and Chinese yuan since the end of September. Through today, the yen has fallen 9.8% and the yuan has fallen by 3.5%. What they have in common is the rise in US interest rates relative to their own. Since September 30, the US 10-year yield has from below 1.60% to above 2.40% at the end of last week. Japan's 10-year yield has risen from minus nine basis points at the end of September to five...

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Why Reshore Manufacturing? It’s the Only Way to Avoid Defective Pirated Parts

2016-11-23

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2016-11-23

macro-analytics
If you want to lose your brand, your pricing power and your customers, by all means, rely on a global supply chain filled with defective parts that cannot possibly be detected. Reshoring the entire supply chain so it can be trusted is the low-cost solution once you add up the total lifecycle costs of a hopelessly counterfeit global supply chain.

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