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Market Talk – June 10, 2020

ASIA: China has been accused by Brussels of running disinformation campaigns inside the European Union, as the bloc set out a plan to tackle a “huge wave” of false facts about the coronavirus pandemic. The European Commission said Russia and China were running “targeted influence operations and disinformation campaigns in the EU, its neighborhood, and […]

Market Talk – June 9, 2020

ASIA: China is warning its students to reconsider plans to study in Australia due to an increase in racist attacks as it steps up a campaign to punish Australia economically for supporting an international probe into coronavirus. The travel warning on Tuesday follows last week’s advice for Chinese tourists to stay away from Australia and […]

What is Different This Time Between 1987 & 2020 – 33 years Later?

QUESTION: Marty, I was there at your 1987 conference on the weekend of the crash. I was amazed, with many others, that you were able to say the futures would drop 10,000bp and bottom with the ECM and then make new highs. I don’t have to say many did not believe that forecast. What is […]

Market Talk – June 8, 2020

ASIA: Chinese apps are facing major challenges in India after an app named “Remove China Apps” made it easy for users to delete China-related services went viral. Though Google has pulled the app, anti-China sentiment will likely haunt Chinese apps in India as political tensions between the countries heighten. Decoupling from Chinese tech might not […]

Market Talk – June 5, 2020

ASIA: China is considering using about USD 28 billion in proceeds from government bond sales to help address risks in the banking sector, according to people familiar with the matter told Bloomberg. The debt will be part of the total issuance planned by the central government in 2020, and it’ll be used for measures including […]

Market Talk – June 4, 2020

ASIA: China has said it will loosen restrictions on international air travel that were put in place to control coronavirus. The move came hours after the US pushed Beijing to allow US airlines to resume flights to the country. Chinese Foreign Ministry spokesman said Zhao Lijian said the two sides had been in close communication […]

Inflation into 2021

QUESTION: Hi, Martin You have referenced the three different types of inflation in previous posts. Please speak to what we can expect to see manifest from this record money printing/stimulus from the Fed. Thanks, MD ANSWER: This cycle will be on the back of shortages in commodities. This is what the computer has been forecasting […]

The Road Ahead – A Complete Mess

QUESTION: There is a theory that the markets are rising because of the riots as the anarchy makes it more likely that Trump will win re-election. I’m wondering if the Dems remove Biden and replace him with a better candidate if this will cause the markets to tank. SMD ANSWER: I understand that is the […]

Market Talk – June 3, 2020

ASIA: The US government says it will block Chinese airlines from flying into the US in response to China’s decision to ban US air carriers on June 1, 2020. The Transportation Department restrictions will take effect on June 16 but could be enacted earlier if President Donald Trump decides to do so. The Transportation Department […]

Market Talk – June 2, 2020

ASIA: The World Health Organization struggled to get needed information from China during critical early days of the coronavirus pandemic, according to recordings of internal meetings obtained by the Associated Press. The recordings obtained show officials complaining in meetings during the week of January 6 that Beijing was not sharing data needed to evaluate the […]