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Mish's Global Economic Trend Analysis: FHA Swamped By Defaults.

MishTalk

Minyanville Business and Market News. Case Against The Fed. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. An alleged "worst case scenario" shows the FHA could lose as much as $115 Billion. Sitka Pacific. Recent Posts. Featured Links. Abolish The Fed Sign the Petition.

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Mish's Global Economic Trend Analysis: IMF "Baseline Scenario.

MishTalk

Minyanville Business and Market News. Case Against The Fed. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. Projections 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018. 2016 is fantasy-land material as well. Sitka Pacific. Recent Posts. Featured Links. Big Picture.

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Credit Contraction Exceeds 6% in Spain, Highest Ever in Crisis

MishTalk

Minyanville Business and Market News. Case Against The Fed. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. And EU has extended the timeline for Spain to hit that goal from 2012 to 2013 to 2014 to 2015 and now to 2016. Mish Audio Video. Sitka Pacific. Recent Posts.

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Interest Rates and Bond Yields: Where are They Headed? September Hike Ideal? Is the Bond Bull Market Over?

MishTalk

If the Fed delays until December, we may see such a move (if the economy stays reasonably firm), but even then, I believe the Fed will baby-step this in a Market May I approach, quite similar to the childhood " Mother May I " game. Clearly the market is not expecting serious consumer price inflation for quite a long time.

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Shell Fires Another 10,000; Energy Layoffs Top 250,000; Oil Breaks $28 Again; In Search of Jobs

MishTalk

Operating costs have reduced by $4 billion, or around 10% in 2015, and the company expects Shell’s costs to fall again in 2016 by a further $3 billion. In this case, chalk up another 10,000 employee synergies. In a CNBC video in November of 2014, Kudlow stated Drop in Oil Prices is Unambiguously Good. It all depends on why.

Energy 28
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Bill Gross on China, Secular Stagnation, and the Highly Leveraged "Negative Carry" Environment

MishTalk

In a Bloomberg TV Interview, Bill Gross of Janus Capital spoke with Bloomberg's Tom Keene about the state of the global economy. The interview and transcript below are well worth the time. Let's talk about the more urgent matters of this market. Is this about China and their stock market? They haven't. They haven't.

Banking 28
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FOMC Minutes and Economic Projections: Dissent in Both Directions

MishTalk

Minyanville Business and Market News. Case Against The Fed. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. Following is a snip from the June 18-19, 2013 Minutes of the Federal Open Market Committee , released today. Sitka Pacific. Recent Posts. Featured Links. Big Picture.