The unannounced meeting between the Fed and Trump was a briefing on the Repo Crisis BECAUSE the real crisis cannot be discussed publicly. I have not been getting much sleep lately. This is a very serious crisis and all the BS on TV of these pretend analysts giving their two cents is really amazing. They […]

QUESTION #1: Would you comment on Zoltan Pozsar of Credit Suisse calling this QE4 for year-end. QUESTION #2: Martin, You said that the Fed didn’t raise rates a few days ago because the Repo crisis won’t let them. Interestingly, Trump hasn’t blasted Fed chairman Powell for not lowering rates more over the past few weeks. Do […]

ASIA: US and China have passed “phase one” of the trade deal, which has halted the upcoming Sunday tariffs that would have applied tariffs on 160 Billion USD worth of goods. China, meanwhile, has agreed to up their spending on US agricultural products to 50 billion USD in the new year. Trump tweeted that they […]

ASIA: According to reports from Reuters, China is trying to propose a plan to promote Macau to be its next “Hong Kong” by building it into a world-leading financial center. China unveiled plans of creating a yuan-denominated stock exchange, as well as allocating extra land to Macau for it to grow. The region was a […]

ASIA: The latest from the street is that US and China are planning to delay the expected rate hikes that are planned for the 15th of December. The initial report came from the WSJ, who quoted that trade negotiators close to the case are reporting a possible delay. However, there has been no official release from […]

ASIA: Export figures were released from China this weekend and show that the situation between the two largest economies is getting worse. The exports to the US showed a twelfth consecutive decline. A further round of Chinese tariffs set by the US is also expected to be set by the 15th of December, further adding […]

ASIA: More ups and downs regarding the US-China trade deal, with China suggesting they will remove tariffs on soybeans and pork as a gesture of goodwill. Meanwhile, US advisor to the White House Kudlow stated that the trade deal is in a better place than where they were mid-November, but also hinted that US President […]

ASIA: China warned the US that a “price must be paid” for the latest sanctions imposed due to the China’s oppression of the people of Uighur decent. It seems this is a step back in the long discussions over the trade war. Japan, under Prime Minister Abe, has approved a stimulus package worth in excess […]

  ASIA: US President Donald Trump sounded a little more optimistic over the trade deal with China today, having stated that current talks are going very well. Yesterday, President Trump sent the market into a slight frenzy suggesting that perhaps it would be better to wait until after the elections in November next year to […]

ASIA: US President Trump has suggested that the trade deal with China might have to wait until after the 2020 election in November. “I have no deadline, no. In some ways, I think I think it’s better to wait until after the election with China,” Trump told reporters at a NATO meeting in London. This caused […]