Morgan Stanley: "The Divergence Between Markets And The Economy Has Never Been This Great... And Algos Are Behind It"

Morgan Stanley: "The Divergence Between Markets And The Economy Has Never Been This Great... And Algos Are Behind It"

Is the outlook, in the words of ECB President Mario Draghi, “getting worse and worse” or is there cause for optimism? Based on the evidence at hand and our assessment of the key drivers of the outlook, we think it is more the former than the latter, and we hold on to our base case prognosis of sub-par global growth.
July 29, 2019 0 Comments
David Einhorn Says He's Short U.S. High Yield, Investment Grade Debt

David Einhorn Says He's Short U.S. High Yield, Investment Grade Debt

“Rating agencies have been complacent and allowed debt/Ebitda and debt/equity ratios to deteriorate without a corresponding reduction in credit ratings,” Einhorn said in the July 25 letter. “Meanwhile, we are a decade into an economic recovery and there are signs the economy may be slowing.”
July 26, 2019 0 Comments
JPMorgan: We Believe the Dollar Could Lose Its Status as World's Reserve Currency

JPMorgan: We Believe the Dollar Could Lose Its Status as World's Reserve Currency

Almost eight year ago, we first presented a chart first created by JPMorgan's Michael Cembalest, which showed very simply and vividly that reserve currencies don't last forever, and that in the not too distant future, the US Dollar would also lose its status as the world's most important currency, since it is never different this time.
July 24, 2019 0 Comments
Major Production Declines from The Top Two Primary Silver Mining Companies

Major Production Declines from The Top Two Primary Silver Mining Companies

As the silver price continues to break out of its lows, two of the top primary mining companies are experiencing major production declines in the first half of the year.  Mexico’s Fresnillo PLC and Peru’s Buenaventura’s top primary silver mines saw a significant decrease in production due to either falling ore grades, decreased volumes of processed...
July 22, 2019 0 Comments

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