Posts made in August, 2018


The Genoa motorway Bridge collapse, a vital logistics hub linking the Genoa port, the Italian Riveria with southern coastal France, underscores the fact that Europe’s infrastructure is crumbling, neglected and starved of capital investment for too long. Europe’s infrastructure is crumbling France has more than 800 bridges which are at risk of collapsing, according to an audit commissioned by the French government. The...

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Financial contagion is rearing its head again. Emerging market contagion is now eclipsing euro peripheral debts (which continues to be an ongoing problem). Emerging market financial contagion look like the most wobbly domino on the bubbly financial landscape As the Fed, (the world’s central bank by default) hikes rates and strengthens (weaponizes) the dollar it is emerging markets dotted along the New Silk-road that are in the...

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Will the asset bubble find its pin? Everything is in a bubble. It is the most overvalued stock market in history by whichever matrix you wish to use. Bonds, particularly European bonds are in a bubble also. For example, European junk yields are now lower than that of US Treasuries. Is Euro junk debt less risky than US Treasuries? I asked in a piece entitled, “The Deflating Bubble of Everything”, dated November 20, 2017. But it is not...

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Perhaps financial markets are on the central bank’s rate lift-off launch pad, if so buckle up. Stayed tuned to this weeks storm of news as July slips away and we enter August. The central bank’s rate lift-off could make next week’s mainstream headlines A melting pot of central bankers from the US, Japan, the UK, Brazil, and India all meet to set their respective monetary policy. Such as an eclectic mix of central...

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