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Market Talk – December 16, 2019

ASIA: Senior advisers to Washington have hailed the recent “phase one” deal between the US and China as “remarkable” for the US. The deal is expected to double American exports to China by 2021. The agreement touched upon IP rights, currency issues, financial services as well as an agreement from China to purchase more agricultural […]

Market Talk – December 13, 2019

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 […]

Guyana & the Future

QUESTION: Hi Martin, thanks for including little Guyana in your blog today. I was born in Canada, but my parents emigrated from Guyana decades ago. I haven’t been back yet. Nevertheless, I am eager to see great things become of the country, have been tracking the oil industry developments there, and am invested in it […]

Market Talk – December 10, 2019

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 […]

The Hunt for Money – No Amount is Too Small

COMMENT: You may already know this but in case you don’t: this is a prime example of the ‘war on cash’.: Yesterday I walked into my sisters bank (Santander) in the local town in England, a quite affluent town not somewhere deprived. I handed over and politely asked to deposit a mere £200 (that’s two […]

Market Talk – December 9, 2019

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 […]

The Repo Crisis & Mother of all Financial Crises Report

This is a special urgent report available to clients only. We have detailed the progression of the Liquidity Crisis we had forecast would erupt at our Rome World Economic Conference come September 2019. The early warning signs were right there in a our face if you just looked. The next stage emerged into the Repo Crisis and the third stage will unfold as the Mother of all Financial Crises. We are not publishing this for everyone to see because it is too sensitive and we must keep in mind that while the crisis is set in motion by governments, they will never accept responsibility and will always try to hang someone in the private sector for their own mistakes.

This report is part of the Institutional Service. We have opened this report for all clients regard of the level despite this fact that the Repo Market is an institutional playground and that the impact of this will eventually spill-over into the other markets just as the foreign exchange chaos of 1985-1987 resulted in the 1987 Crash. The Plaza Accord in 1985 set in motion the birth of the G5 as they announced the wanted to see the dollar 40% lower. When the dollar fell too much, then then formed the G7 in Paris to halt the dollar's decline. When the dollar fell even further, they lost confidence in the central banks being in charge and that led to the 1987 Crash.

This report will be update next year when Phase III of the Mother of all Financial Crises begins to unfold.

BREXIT & Pound Rally

One of the major distinctions is how politics has degenerated into who knows what, all we need to do is look at BREXIT and the chaos of the British elections come the 13th. We have never seen an election where former prime ministers have intervened to disrupt an election as they have this time around. […]

Market Talk – December 4, 2019

  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 […]

Market Talk – December 2, 2019

ASIA: China has suspended a visit from the US Navy in Hong Kong after last week’s passing of the bill which requires the US to annually monitor Chinas compliance with human rights issues. China did manage to retaliate by placing sanctions on a few US human rights groups. “We urge the US to correct the […]