central banks Archives - Page 3 of 5

November 20, 2020

Not So Fast

by Simon Phillips in Blog

Post US election and Vaccine announcement euphoria seems to have morphed into range bound tranquillity for financial markets this week, as we all await the source of the next “stimulus”. The “peaceful” nature of financial markets right now is an amazing feat, given what’s actually happening and happened to the world economy this year, so […]

October 26, 2020

Countdown

by Simon Phillips in Blog

Welcome to a new week, the last of October 2020! Another week of markets treading water whilst awaiting the next “stimulus” fix, knowing that its coming down they pipe, for if it didn’t, well……let’s not worry about letting air out of MOAB. It feels fitting to have a US presidential election in late 2020, same […]

September 23, 2020

Lacking Exposure

by Simon Phillips in Blog

From a macro economic standpoint, it looks like we’re going to start this week like any other over the past, however many years, with all eyes on central bank noise and policies. The rhetoric will be the same, “whilst we don’t believe there is a bubble in any asset market, we’ll do every “accommodation” we can think of to make sure […]

July 30, 2020

DJ MS CRAZY D-BASE

by Simon Phillips in Blog

It’s so hard to know where to start any economic commentary this “Covid”, world. Actually, this note was waiting for the gold price to take breather before it could be completed but now we’ll just have to finish it anyway. As you can see from the chart below, Gold in USD, has been suffering a […]

June 29, 2020

AS THE WORLD TURNS

by Simon Phillips in Blog

As the end of the Australian Financial Year looms ever closer, we wonder how important the final two trading days of FY 2019/20 are going to be. One might have gone into the weekend feeling positive, based on the Friday close for Aussie stock indexes (plus almost 2%), but for Friday night overseas action, minus […]

May 22, 2020

SUSPENDED ANIMATION

by Simon Phillips in Blog

Well, there seems to be no stopping the “new” paradigm, even though it is the same as the old, that is, the same as the last 12 or so years. Credit cycles tend not to end in crash, until they do. There is no need to bother including Europe, Japan, the rest of the world in the […]

May 5, 2020

MEAN FREE SPIRITED

by Simon Phillips in Blog

Where’s the money going? Trillion here, trillion there…….money supply in the US last week surged by USD363BILLION, in one week, out of thin air! We’re not going to go through the where’s it going story again but make no mistake, the global bureaucracy is the major beneficiary of the Covid crisis. We’ll get into the […]

April 17, 2020

THE RETURN OF, NOT ON!!

by Simon Phillips in Blog

There’s nothing like a week of the most horrible economic numbers delivered in modern history to keep Equity markets rising, ending in China’s worst GDP numbers in 40 years. Australian markets followed the international lead this week, as usual, rounding the week out with a Stella 2.0% gain for the All Ords as of lunch […]

March 30, 2020

SOLD OUT

by Simon Phillips in Blog

“Sold” refers to the answer you would have got last week, and still get this week, if you go to buy physical gold or silver, anywhere, unless you were offering a $200p/oz premium for gold and 100% on silver, with an online “dealer”. Do you think there was one mention in the media last week […]

March 21, 2020

FIRE AT WILL

by Simon Phillips in Blog

It’s been very hard to find words this week to describe what is happening on the financial side of the twin pandemics this week. The US Fed finished the week with a USD100 BILLION QE purchase of treasuries and mortgage-backed securities. IN ONE DAY. The most QE got to at the height of the GFC […]

Tag Archives: central banks

Not So Fast

Countdown

Lacking Exposure

DJ MS CRAZY D-BASE

AS THE WORLD TURNS

SUSPENDED ANIMATION

MEAN FREE SPIRITED

THE RETURN OF, NOT ON!!

SOLD OUT

FIRE AT WILL

PHONE

EMAIL

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