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Market Talk- September 20th, 2017

It is probably no surprise that markets are quiet ahead of the Federal Reserve announcement which is probably about to dictate the next chapter in the storey. Both the Shanghai and Hang Seng closed marginally firmer (+0.3%) on the day but added to the Asian mix is the Bank of Japan’s monetary policy meeting also […]

Where has the Outflows from the US$ Gone for the Past Year?

QUESTION: Re: Am i certain about the Strong Dollar? Hi Marty, great blog posts and response. I think after reading this blog posts, the question on everyone’s mind is, what is causing the outflow of capital from the USD? And where is capital concentrating in right now? Is it the Euro? The Bunds? Gold? And […]

Merkel Encountering Rising Violent Protests

Violent protest are starting to rise in Germany against Federal Chancellor Angela Merkel. Keep in mind that Merkel has never won 51% of the popular vote. She rules Europe solely by a coalition. DWN reports that she was confronted with shouts of  “Hau ab!”, whistles and “hatred”. They are appearing with poster reading “Merkel hatsten Deutschland”.  It is […]

Market Talk- September 13, 2017

Having seen the US markets close on a high note Asia saw a little nerves appear at the opening but at least we are back to focusing on markets rather than having to price-in geopolitical risks. It was the Nikkei again that returned the best of the core (+0.5%) and this time with the currency […]

The Coming One World Currency

QUESTION: Dear Marty, I sure would appreciate any thoughts you have on rumors making the rounds that the International Monetary Fund has tipped its hand, in part via its June 2017 “Fintech and Financial Services: Initial Considerations” IMF Discussion Note, and intends to replace the US Dollar as the global reserve currency as early as […]

Am I Certain About the Strong Dollar?

QUESTION: Dear Mr. Armstrong, I have been reading your blog for over a year now. Your posts are a superb read and one of the first things I check every morning before leaving for work! Although I admire your work and writings a great deal, I’m sometimes surprised by the level of certainty you seem […]

Reality of the Dollar

QUESTION: Hello Mr Armstrong. I understand the logic of the weakness / strength of currency that you outline from time to time in your modelling of the global crisis. You omit to explain the importance in the pace of change in the value of a currency; for instance Venezuela and Argentina according to your explanation […]

Market Talk- September 8th, 2017

Governments and central banks across the world are still concerned about the lack of inflation or significant growth and we saw evidence again in that today from the Japanese Q2 GDP release. Well below estimate of 4% this mornings release came in at 2.5%. Mario Draghi also commented on growth concerns in yesterdays ECB meeting […]

Why Governments Expand the Gap Between Rich and Poor

QUESTION: Mr. Armstrong; You said at your Frankfurt the ECB policy of negative interest rates is actually creating a wider gap between the poor and the rich. Could you elaborate on that comment? Thank you. Hope you come back to Frankfurt. You do realize that you get twice the crowds here than anyone. OT ANSWER: Lowering […]

Market Talk- September 7th, 2017

Yes, Asia benefited off of the back of the US markets bouncing but it was far from encouraging. We saw small gains for the Nikkei (+0.2%) and the ASX but declines for the Hang Seng (-0.35%) and Shanghai (-0.6%). Given we have little new headline news concerning North Korea the KOPSI has seen a 1.1% […]