Quot The Fire Is Hot Quot Why Morgan Stanley Is Bracing For A Collapse In The Us Consumer Early Next Year

“The Fire Is Hot”: Why Morgan Stanley Is Bracing For A Collapse In The US Consumer Early Next Year

“The Fire Is Hot”: Why Morgan Stanley Is Bracing For A Collapse In The US Consumer Early Next Year By Michael Wilson, chief equity strategist at Morgan Stanley Trick or Treat, or Both? Over the past few weeks, I have been highlighting the increasing probability of a colder winter but a later start than previously expected. In other words, our ‘fire and ice‘ narrative remains […]

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While China Will Continue To Use Rare Earths In Evs Europe May Be Trying Different Options Report

While China will continue to use rare earths in EVs, Europe may be trying different options – report

But according to IDTechEx, despite Europe’s efforts, the production of permanent magnet designs will not be completely halted given their superior efficiency and power density. In fact, in 2020, 77% of the electric car market used permanent magnet motors, a ratio that – according to the market analyst – has remained fairly consistent over the past five years. Within this context, IDTechEx’s report states that […]

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Quot 10 To 20 Asset Managers Are Being Liquidated Quot Rate Vol Exploding Just As Funds Pile Into Repo Trade That Blew Up Market

“10 To 20 Asset Managers Are Being Liquidated” – Rate Vol Exploding Just As Funds Pile Into Repo Trade That Blew Up Market

“10 To 20 Asset Managers Are Being Liquidated” – Rate Vol Exploding Just As Funds Pile Into Repo Trade That Blew Up Market A little over two years ago, on the 11th anniversary of Lehman’s bankruptcy, a “repo crisis” shocked Wall Street when on Sept 16, 2019 it suddenly became apparent that despite $1.3 trillion in “excess” deposits and years of QE, there was not […]

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Large Scale Russian Troop Movements Along Ukraine Border Spark Alarm In Us Amp Europe

Large-Scale Russian Troop Movements Along Ukraine Border Spark Alarm In US & Europe

Large-Scale Russian Troop Movements Along Ukraine Border Spark Alarm In US & Europe There’s new allegations of a Russian troop build-up along the Ukrainian border, and Western leaders are sounding the alarm over what’s perhaps becoming another brewing showdown near Donbass and the Crimea region. The Washington Post reported Saturday that “A renewed buildup of Russian troops near the Ukrainian border has raised concern among some […]

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Taibbi The Quot Let 039 S Go Brandon Quot Freakout Goes Next Level

Taibbi: The “Let’s Go, Brandon!” Freakout Goes Next-Level

Taibbi: The “Let’s Go, Brandon!” Freakout Goes Next-Level Authored by Matt Taibbi via TK News, FBI Special Agent-turned-CNN Political Analyst Asha Rangappa — gosh that resume sounds unsurprising, doesn’t it? — tweeted this yesterday night: As an experiment, I’d love for an @SouthwestAir pilot to say “Long live ISIS” before taking off. My guess is that 1) the plane would be immediately grounded; 2) the […]

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2 00pm Water Cooler 10 29 2021

2:00PM Water Cooler 10/29/2021

By Lambert Strether of Corrente. No UPDATEs today. This is the lot! –lambert Bird Song of the Day “L.A. mystery: The mourning doves stopped singing. What happened to them?” [Los Angeles Times]. “The coo was like the voice of my L.A. childhood. Hearing the mourning dove again was a revelation, but with it came a realization: I’d not listened to one in many years…. Coo-OOH, […]

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Who Decides What Kids Should Be Taught

Who Decides What Kids Should Be Taught?

Who Decides What Kids Should Be Taught? Authored by Pat Buchanan, Virginia is a newly blue state, with a Democratic governor and two Democratic senators, that Joe Biden won by 10 points. Hence, former Gov. Terry McAuliffe was an early and solid favorite to regain the office he vacated in 2017. But if McAuliffe loses Tuesday, the defeat will be measured on the Richter scale. […]

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San Francisco Gas Prices Hit All Time High Average Near 4 75 Per Gallon

San Francisco Gas Prices Hit All Time High, Average Near $4.75 Per Gallon

San Francisco Gas Prices Hit All Time High, Average Near $4.75 Per Gallon The Biden administration has vowed to use every tool at their disposal to curb rising petrol prices that are causing pain at the pump for tens of millions of Americans.  According to petroleum analysis from GasBuddy, average gas prices across the San Francisco metro area this week reached a record high of $4.75 per […]

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The Ecb Loses Control Of The Front End As Inflation Comes In Scorching Hot

The ECB Loses Control Of The Front-End As Inflation Comes In Scorching Hot

The ECB Loses Control Of The Front-End As Inflation Comes In Scorching Hot For years, the ECB would kill for prices to turn higher and reach, if not surpass, its inflation target of 2.0%. And let’s not even talk about economic growth: ever since the global financial crisis, it seemed as if the old continent is stuck in a slow, miserable debt trap whose eventual […]

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Covid 19 Moderna Gets Its Miracle

COVID-19: Moderna Gets Its Miracle

COVID-19: Moderna Gets Its Miracle Authored by Whitney Webb via Unlimited Hangout, COVID-19 erased the regulatory and trial-related hurdles that Moderna could never surmount before. Yet, how did Moderna know that COVID-19 would create those conditions months before anyone else, and why did they later claim that their vaccine being tested in NIH trials was different than their commercial candidate? In late 2019, the biopharmaceutical […]

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Futures Slide Dragged Lower By Amazon And Apple

Futures Slide Dragged Lower By Amazon And Apple

Futures Slide Dragged Lower By Amazon And Apple US equity futures fell along with European and Asian stocks on Friday after tech giants Amazon and Apple and Starbucks sank in premarket trading after their earnings missed expectations, signaling a possible drop of around $180 billion in combined market value when the U.S. reopens, while dizzying bond-market gyrations sparked by surprise central bank announcements amid concerns over inflation […]

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Demand For Lng Is Only Going To Rise

Demand For LNG Is Only Going To Rise

Demand For LNG Is Only Going To Rise Submitted by Irina Slav for OilPrice.com, Cheniere Energy recently announced plans for a $7-billion expansion of its Sabine Pass liquefaction plant in response to the surge in demand for the superchilled fuel in Asia. India’s biggest gas importer said that this strong demand would lead to another surge – in long-term contracts. There may be doubts about […]

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Diesel And Petrol Cars Losing Ground In The Eu

Diesel And Petrol Cars Losing Ground In The EU

Diesel And Petrol Cars Losing Ground In The EU The car industry is one of the sectors most impacted by supply chain disruptions and global chip shortages cause by the coronavirus pandemic. However, as Statista’s Florian Zandt notes, this hasn’t stopped it from being under scrutiny for its role in climate change, whether due to the production process or the cars manufactured. When it comes to the […]

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Top Florida Official Suggests 039 In N Out 039 Move To Sunshine State After Vaccine Mandate Closures

Top Florida Official Suggests ‘In-N-Out’ Move To Sunshine State After Vaccine Mandate Closures

Top Florida Official Suggests ‘In-N-Out’ Move To Sunshine State After Vaccine Mandate Closures By Jack Phillips of Epoch Times, Florida’s Chief Financial Officer, Jimmy Patronis, suggested that In-N-Out Burger should move to the Sunshine State after several In-N-Out locations were shut down by California officials. An In-N-Out Burger restaurant in Alhambra, Calif Patronis appealed to In-N-Out CEO Lunsi Snyder to move to the state, arguing that Florida […]

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Quot Thank You Federal Reserve Quot Hilton Ceo Says Company Is Hedged Against Inflation Because Room Rates Reset Every Night

“Thank You Federal Reserve”: Hilton CEO Says Company Is Hedged Against Inflation Because Room Rates Reset Every Night

“Thank You Federal Reserve”: Hilton CEO Says Company Is Hedged Against Inflation Because Room Rates Reset Every Night Not everybody is feeling the “sting” of inflation. In fact, a few business owners are happy about it. Take, for instance, Hilton Hotels, where the room rates reset every single night. It’s a luxury that most stores and business owners don’t have: the ability to change prices […]

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Historic Squeeze Shows Just How Tight The Copper Supply Demand Equation Has Become

Historic squeeze shows just how tight the copper supply-demand equation has become

2021.10.28 Copper has been an essential material to man since prehistoric times. In fact, one of the major “ages” of human history is named for a copper alloy: bronze. Copper and its many alloys have played an important role in many civilizations, from the ancient Egyptians and Romans to modern-day cultures. Copper History Copper was first used by human civilizations some 10,000 years ago. A […]

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France Detains British Trawler Amid Fishing Rights Dispute

France Detains British Trawler Amid Fishing Rights Dispute

France Detains British Trawler Amid Fishing Rights Dispute Authored by Simon Veazey via The Epoch Times, French authorities have detained a British trawler for fishing in their territorial waters without a licence, amid an ongoing tussle for post-Brexit fishing rights. The detention of the vessel came on the day that French authorities announced further retaliatory measures over Britain’s refusal to license more French trawlers to fish in its waters. […]

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Microsoft And Google Couldn T Keep The Market Green

Microsoft and Google Couldn’t Keep the Market Green

Print Friendly 4.20% and 4.80% gains from Microsoft and Google, respectively, were not enough to offset a late-day market sell-off. Despite their significant gains and 10% contribution to the S&P 500, the market ended lower by half a percent. Bond yields fell sharply with the 30-year UST bond leading the way, down ten basis points. Economic data continues to show signs of weakening, yet the […]

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Vale To Resume Operations At On A Puma Nickel Mine

Vale to resume operations at Onça Puma nickel mine

A judge granted Vale an injunction on Oct. 7 allowing it to resume activities, but that decision was subsequently overturned by a higher state court on Oct. 18. Deforestation and pollution The Pará state environment department said on October 4 that the license was suspended due to Vale’s failure to comply with terms of the permit, which included an obligation to provide services for communities […]

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