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Derivatives meltdown at JP Morgan is far from over

Bloomberg’s Stephanie Ruhle reports on Jamie Dimon’s disclosure of JPMorgan’s $2 billion trading loss, how regulations may have forced his hand in revealing the loss and that there may be further huge losses yet to…
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Central banks losing their battle against global deflation, what is the endgame?

For the past three years global central banks have been pumping money into the economy to offset the deflationary impact of the global financial crisis. It has been a patchy success, raising equity prices and…
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How euro money printing is going to drive up gold and silver prices

Those investors panicking now and selling their gold and silver will feel as sick as dogs when they see what happens next to prices. For after a bleak patch lasting at most a couple of…
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Marc Faber sees 1987-style stock market crash coming this autumn

Marc Faber, publisher of the Gloom, Boom & Doom report, spoke with Bloomberg TV’s Betty Liu and said that, ‘I think the market will have difficulties to move up strongly unless we have a massive…
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Why the European banks don’t fool stock analysts

A canny item on Bloomberg’s “Insight & Action” has Adam Johnson explaining European bank capitalization and why investors are not happy with it.
This helps us to understand why the report and accounts of Bankia,…
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Posted on 11 May 2012 Categories: Banking & Finance, Bond Markets, Global Economics, US Dollar, US Stocks

So far stock market investors have sold in May and gone away

The Dow Jones has just finished its biggest six-day fall since August last year in a classic fulfillment of the old stock market adage ‘Sell in May and go away!’
Depending on your reference that…
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Posted on 10 May 2012 Categories: Banking & Finance, Bond Markets, Global Economics, US Dollar, US Stocks

Watch for QE3 as the bottom to this drop in oil, gold, silver and stocks

The summer shake-out is upon us with a vengeance. Assets priced for a vibrant recovery are being repriced for stagnation or decline. Sell in May and go away never looked a more appropriate stock market…
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Posted on 09 May 2012 Categories: Banking & Finance, Bond Markets, Gold & Silver, Oil & Gas, US Dollar, US Stocks

FX Concepts sees Greece out of the euro this summer

Bloomberg TV’s Erik Schatzker and Sara Eisen talk to John Taylor, founder of the world’s largest currency hedge fund FX Concepts, who says that Greece will leave the euro this year.
He went on to…
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Asian stocks crash as France and Greece vote against austerity

The election of the first socialist president of France in 17 years and the victory of anti-austerity parties in the Greek general election left Asian stocks tumbling the most in six months today.
Last week’s…
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Posted on 07 May 2012 Categories: Banking & Finance, Bond Markets, Global Economics, US Stocks

Black Monday for global financial markets?

A perfect storm is brewing for financial markets on Monday with the European election results likely to be the tipping point after the worst week for the S&P 500 this year.
Elections in France Germany…
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Posted on 05 May 2012 Categories: Banking & Finance, Bond Markets, Global Economics, US Dollar, US Stocks

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