Podcast
by
Chris Martenson
Executive Summary
- Why despite winning battle after battle, the central banks will lose the war
- The viscious cycle is already underway in the Emerging Markets
- Turkey
- Argentina
- Brazil and Mexico (not to mention Venezuela)
- Italy is dragging Europe into crisis
- The weaker segments in the US are already in collapse
If you have not yet read Part 1: The End Of Stimulus? (And The Start Of The Crash?), available free to all readers, please click here to read it first.
Suddenly everywhere we look in the emerging markets, we're seeing things quickly get out of hand. EM currencies are plunging and their bonds are being sold hard. It’s a broad-based sell-off.
Expect similar disruptions in the EM equity markets soon. The collapse progression is always the same: currency first, bonds second, then equites.
Our view of what’s happening in the EM universe is that the carry trades are unwinding. What this means is that the big piles of money unleashed on the world by the OECD central banks are turning tail and running away from the periphery (EMs) and back towards the core (US, EU).
The virtuous part of this cycle for the EM countries was that big funds would borrow in a major currency, like the dollar or euro, and then buy a particular EM currency (causing that currency to strengthen) as well as its debt (causing those bond prices to rise).
The opposite and unhappy part of that story is when that whole things gets reversed. A vicious cycle is initiated which causes the bonds of the EM country to be sold, jacking up EM interest rates, and then the currency is sold (weakening it), and then dollars/euros are bought again causing those major currencies to strengthen.
That’s the pattern we're seeing right now and it’s consistent with the falling global liquidity markets are experiencing, which indicates that a big problem is brewing.
For several EM countries, as well as weaker players in Europe and the American lower and middle classses, that problem has already arrived.
We see clear evidence of it in…
The Breaking Point Is Upon Us
PREVIEW by Chris MartensonExecutive Summary
- Why despite winning battle after battle, the central banks will lose the war
- The viscious cycle is already underway in the Emerging Markets
- Turkey
- Argentina
- Brazil and Mexico (not to mention Venezuela)
- Italy is dragging Europe into crisis
- The weaker segments in the US are already in collapse
If you have not yet read Part 1: The End Of Stimulus? (And The Start Of The Crash?), available free to all readers, please click here to read it first.
Suddenly everywhere we look in the emerging markets, we're seeing things quickly get out of hand. EM currencies are plunging and their bonds are being sold hard. It’s a broad-based sell-off.
Expect similar disruptions in the EM equity markets soon. The collapse progression is always the same: currency first, bonds second, then equites.
Our view of what’s happening in the EM universe is that the carry trades are unwinding. What this means is that the big piles of money unleashed on the world by the OECD central banks are turning tail and running away from the periphery (EMs) and back towards the core (US, EU).
The virtuous part of this cycle for the EM countries was that big funds would borrow in a major currency, like the dollar or euro, and then buy a particular EM currency (causing that currency to strengthen) as well as its debt (causing those bond prices to rise).
The opposite and unhappy part of that story is when that whole things gets reversed. A vicious cycle is initiated which causes the bonds of the EM country to be sold, jacking up EM interest rates, and then the currency is sold (weakening it), and then dollars/euros are bought again causing those major currencies to strengthen.
That’s the pattern we're seeing right now and it’s consistent with the falling global liquidity markets are experiencing, which indicates that a big problem is brewing.
For several EM countries, as well as weaker players in Europe and the American lower and middle classses, that problem has already arrived.
We see clear evidence of it in…
by
Chris Martenson
Back in January of 2016 we saw what appeared to be, and in my opinion should have been, the end of the Everything Bubble blown by the word's central banking cartel.
The carnage started in the emerging markets. Highly-leveraged positions and carry trades began to unwind. That's a fancy way of saying that all the big, sophisticated investors — who were busy borrowing heavily in countries with cheap money (the US, Japan, and Europe) and using that debt to speculate in markets offering higher yields (junk debt, emerging markets, stocks, etc.) — began to reverse their trades.
We are now seeing the same rapidly-deteriorating sequence in the markets today, here in late May 2018. And this time, it doesn't look like the central banks will be able to ride to the rescue as they have time and again over the past decade.
The End Of Stimulus? (And The Start Of The Crash?)
by Chris MartensonBack in January of 2016 we saw what appeared to be, and in my opinion should have been, the end of the Everything Bubble blown by the word's central banking cartel.
The carnage started in the emerging markets. Highly-leveraged positions and carry trades began to unwind. That's a fancy way of saying that all the big, sophisticated investors — who were busy borrowing heavily in countries with cheap money (the US, Japan, and Europe) and using that debt to speculate in markets offering higher yields (junk debt, emerging markets, stocks, etc.) — began to reverse their trades.
We are now seeing the same rapidly-deteriorating sequence in the markets today, here in late May 2018. And this time, it doesn't look like the central banks will be able to ride to the rescue as they have time and again over the past decade.
by
Chris Martenson
Worldwide, three new humans are born every second. Every day, 225,000 more mouths are added to the global dinner table.
Bill Ryerson, president of the Population Institute, joins us to discuss the work of the Population Media Center in addressing the interconnected issues of the full rights of women and girls, population, and the environment. It's mission is to empower people to live healthier and more prosperous lives and to stabilize global population at a level at which people can live sustainably with the world’s renewable resources.
Bill Ryerson — Dealing With The Elephant In The Room: Overpopulation
by Chris MartensonWorldwide, three new humans are born every second. Every day, 225,000 more mouths are added to the global dinner table.
Bill Ryerson, president of the Population Institute, joins us to discuss the work of the Population Media Center in addressing the interconnected issues of the full rights of women and girls, population, and the environment. It's mission is to empower people to live healthier and more prosperous lives and to stabilize global population at a level at which people can live sustainably with the world’s renewable resources.
by
Chris Martenson
Executive Summary
- Why aligning your Knowing, Doing and Being is key to a resilient future
- Key takeaways from the recent 3-day annual PP seminar
- The importance of taking action in advance of crisis
- The 4 essential regenerative practices to start adopting right now
If you have not yet read Part 1: Time To Choose, available free to all readers, please click here to read it first.
I usually shy away from being overly directive, preferring to arm folks with information and then let each reader figure out what to prioritize given their specific personal situation. The only exception to this is when I send out an Alert in response to a spiking threat level — when I'm personally taking action such as making major changes to my investmen portfolio, topping off my car's gas tanks, pulling more cash from the bank, etc.
But the recent Peak Prosperity seminar that just took place in Sebastopol CA from May 4-6, 2018 was a fantastic showcase of 'regenerative' options, many of which make sense for everyone.
In particular, there were four that stood out for me as essential to anyone concerned about the future who wants to protect their well-being and be part of the solution society needs.
These steps are implementable and realistic for nearly everyone. And their benefits far outweigh the efforts to put them in place.
So what are they?
Let's start with…
The 4 Essential Practices To Adopt Right Now
PREVIEW by Chris MartensonExecutive Summary
- Why aligning your Knowing, Doing and Being is key to a resilient future
- Key takeaways from the recent 3-day annual PP seminar
- The importance of taking action in advance of crisis
- The 4 essential regenerative practices to start adopting right now
If you have not yet read Part 1: Time To Choose, available free to all readers, please click here to read it first.
I usually shy away from being overly directive, preferring to arm folks with information and then let each reader figure out what to prioritize given their specific personal situation. The only exception to this is when I send out an Alert in response to a spiking threat level — when I'm personally taking action such as making major changes to my investmen portfolio, topping off my car's gas tanks, pulling more cash from the bank, etc.
But the recent Peak Prosperity seminar that just took place in Sebastopol CA from May 4-6, 2018 was a fantastic showcase of 'regenerative' options, many of which make sense for everyone.
In particular, there were four that stood out for me as essential to anyone concerned about the future who wants to protect their well-being and be part of the solution society needs.
These steps are implementable and realistic for nearly everyone. And their benefits far outweigh the efforts to put them in place.
So what are they?
Let's start with…
by
Chris Martenson
Nomi Prins, Wall Street veteran turned financial industry reformist returns to the podcast this week to explain the findings within her new book Collusion: How Central Bankers Rigged The World.
Nomi has put together a timeline of exactly when and how the central banks have plundered the wealth of the masses since 2008, either directly or indirectly through the loss of purchasing power of the currencies they control.
Nomi Prins: Collusion!
by Chris MartensonNomi Prins, Wall Street veteran turned financial industry reformist returns to the podcast this week to explain the findings within her new book Collusion: How Central Bankers Rigged The World.
Nomi has put together a timeline of exactly when and how the central banks have plundered the wealth of the masses since 2008, either directly or indirectly through the loss of purchasing power of the currencies they control.
by
Adam Taggart
Total 6349 items
