Tag Archive: US DEBT CEILING

Opportunities in Natural Disasters and Recovery

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taken from Pixabay   Hurricane Harvey poised to be the second most costliest catastrophe in history Most serious monsoon floods in 40 years for India, Nepal and Bangladesh Insurance stocks fell while auto… Continue reading

Beyond Exuberance – Pre Default Edition

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It is an irony that Nobel prize for economics had to go to Robert J. Schiller on a mad, mad day. http://uk.finance.yahoo.com/news/nobel-prize-robert-shiller-predicted-212310295.html Markets acting out the work that he has done on irrational… Continue reading

Awaiting A Digital Outcome

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Down to the wire on this balmy public holiday in Singapore and the world is sitting on edge. It’s the Reuters article this morning that is giving the markets a boost, that a… Continue reading

Ad Hoc Commentary – higher margins on CME suggests Fed taper will happen after welfare cuts

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When our favorite S&P 500 opens later today, we will be waking up to higher margin requirements. In fact, all equity indices on the CME will be waking up to higher margin requirements:… Continue reading

Ad Hoc Commentary – Yellen and US government ‘default’

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As we have said before, Yellen will be the new Fed Chief: https://tradehaven.net/market/ad-hoc-commentary-yellen-2014-clinton-2016/ http://www.bloomberg.com/news/2013-10-08/yellen-to-be-named-fed-chairman-as-obama-taps-first-female-chief.html The big issue on everyone’s mind is would the US government default. The short answer for external creditors is… Continue reading