MARKET FLASH:

"It seems the donkey is laughing, but he instead is braying (l'asino sembra ridere ma in realtà raglia)": si veda sotto "1927-1933: Pompous Prognosticators" per avere la conferma che la storia non si ripete ma fà la rima.


mercoledì 10 gennaio 2018

Alert: Did China Just Burst the Everything Bubble?



The biggest news today comes from China, which has announced it will "slow or halt" US Treasury purchases. This is the so-called NUCLEAR option: the threat by China to stop buying US debt. And it's an absolute game-changer. Yields on the 10-Year Treasury spiked on the news as investors dumped Treasuries.


This could very well be what bursts the EVERYTHING Bubble.

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