Axel Merk talks about the VIX, elections, LIBOR, the U.S. dollar, peso, bonds, commodities, equities and currencies.
Posts tonen met het label Merk. Alle posts tonen
Posts tonen met het label Merk. Alle posts tonen
donderdag 22 september 2016
woensdag 23 maart 2016
Merk Webinar: Black Swans?
I attended the Merk Webinar today and here is a summary of what I picked up.
- Japan's government bonds are being crowded out by central banks.
- VIX has been coming down, which signals overcomplacency.
- Terrorism has increased bets on Brexit.
- Elections can have effect: e.g. trade wars which will be negative for deficit countries like U.S.
- U.S. dollar will weaken on trade wars.
- Margin debt is peaking.
- Chinese yuan is leading indicator for S&P.
- Bearish Japanese yen.
- Japan's government bonds are being crowded out by central banks.
- VIX has been coming down, which signals overcomplacency.
- Terrorism has increased bets on Brexit.
- Elections can have effect: e.g. trade wars which will be negative for deficit countries like U.S.
- U.S. dollar will weaken on trade wars.
- Margin debt is peaking.
- Chinese yuan is leading indicator for S&P.
- Bearish Japanese yen.
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