Commodities Collapsed Just Before The Last Stock Market Crash – So Guess What Is Happening Right Now? – The Economic Collapse 07-22-15

Salient to Investors: Michael Snyder writes: Global debt is at record highs, too big to fail banks have never been more reckless, and global financial markets have never been more primed for a collapse. Most people lack the patience to wait for long-term trends to play out so if the stock market is

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Correlations Revive as China’s Slowdown Beats Rates – Bloomberg 09-26-14

Salient to Investors: China’s deepening slump is re-establishing the link between currencies and commodities, weakening the Australia dollar, New Zealand kiwi and Canadian loonie on concern their economies will slow and outweigh their relatively high interest rates. Shahab Jalinoos at Credit Suisse said you can only resist gravity for so

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Pimco Says External Growth May Lift ‘Not Stellar’ Asia – Bloomberg 12-17-13

Salient to Investors: Ramin Toloui at Pimco said: Asian growth is stabilizing but not stellar but may receive a boost in 2014 as developed markets accelerate. Asia’s trajectory will continue to be shaped critically by the growth path in the U.S. and Europe China’s growth in the next decade requires

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Goldman Says Buy H-Shares Amid Growth: China Overnight – Bloomberg 12-02-13

Salient to Investors: Noah Weisberger at Goldman Sachs said: The Hang Seng China Enterprises Index will rise 18 percent to 13,600 by the end of 2014, the biggest gain since a rise of 62 percent in 2009, on prospects the economy will stabilize. Commodities will lag the rally in equities.

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Pimco Bets on Bonds After Worst Run Since 1994: Australia Credit – Bloomberg 07-28-13

Salient to Investors: Adam Bowe at Pimco said: Australian bonds are attractive after their worst run of losses since 1994 because the central bank will need to lower interest rates as mining investment drops. Pimco prefers to hold Aussie government bonds and high-quality spread assets like swap in the belief that interest

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Did Bernanke Signal Return of Risk-Off Market? – Bloomberg 06-27-13

Salient to Investors: A. Gary Shilling at A. Gary Shilling & Co. writes: Short stocks and commodities, go long the dollar and Treasuries – if stocks continue to decline, the safety of Treasuries and investment-grade bonds will outweigh concerns about the end of QE. World economies are growing slowly at

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