Why Are The Oil Markets Crashing?
Sunny predictions for oil prices in 2017 are looking a tad premature.
Read more...Category Archives: Investment outlook
Wolf Richter: #Carmageddon Not Yet, But Hot Air Hisses out of Auto Bubble
Despite record incentives, auto sales decline speeds up, inventory bloat spreads to zombie malls.
Read more...Wolf Richter: Wild Housing Speculation Drives Entire Canadian Economy
Canadian housing continues on its relentless rise because too many people can’t afford to have it stop.
Read more...Wolf Richter: Great Debt Unwind: Consumer Bankruptcies Jump, First Since 2010; Commercial Bankruptcies Spike
Both consumer and commercial bankruptcies spiked in March– and the oil bust’s not to blame.
Read more...Magnus: China Must Reform or Bust
China’s debt markets are looking more and more like the West, circa 2007. And it’s not clear the government can intervene as successfully.
Read more...Commercial & Residential Real Estate Bubble Again a Risk to Financial Stability; Fed’s Rosengren Worried
Real estate is again looking like a ticking time bomb. At super low interest rates, pray tell what does the Fed do if it blows up again?
Read more...Deutsche Bank Tries to Stay Alive
Deutsche Bank is still walking wounded.
Read more...Nationalists Slipping in European Polls
European polls show voters moving towards conventional candidates in some of the big 2017 races. Mood du jour or trend?
Read more...CalPERS’ Private Equity Portfolio Continues to Earn Way Too Little for the Risk
CalPERS private equity returns are not pretty, but at least the giant pension fund seems to recognize private equity’s glory years are past.
Read more...Biggest Gasoline Glut In 27 Years Could Crash Oil Markets
High gasoline and crude inventories do not bode well for oil prices this year.
Read more...Are Fossil Fuel Companies Telling Investors Enough About the Risks of Climate Change?
A growing body of academic research suggests that investors already have enough information to accurately assess the impact of climate change
Read more...Wolf Richter: “Seriously Delinquent” Auto Loans Surge
Auto loans are have been looking awfully bubbly….and the hangover has begun.
Read more...“In Case You Thought Trump Was Imploding….”
A cool-headed look at some Trump indicators.
Read more...China Banks in 2017: No Rebound in Sight, Rising Risks for Smaller Banks
Why there is no cause for cheer on the China banking front.
Read more...Wolf Richter: Central Banks Quietly Backing Out of Negative Interest Rate Policies (NIRP)
Are central banks finally beating a retreat on their failed NIRP strategies?
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