patrick.net

None of yous finds this paradoxical?

"In the future, there will be houses for everyone."

...and no one able to buy them. Back to work serfs.

And

Ebola will put an end to scarcity.

No the PMI and the ISM index are positive and are a leading economic indicator which does not indicate a recession ahead. It might be that there is some on shoring going on?

Don't know what bonds has to do with that?

indigenous says

No the PMI and the ISM index are positive and are a leading economic indicator which does not indicate a recession ahead. It might be that there is some on shoring going on?

Don't know what bonds has to do with that?

To me it means recession is coming... maybe starting in Europe... The trade sanctions on Russia may have a paradoxical effect on Europe by you chart... Can't keep your money in Europe? where do you go?

It would appear to me that this is just re balancing of trade between the US and China. The resurgence in the oil patch has a lot to do with it.

The effects on Europe are not paradoxical as Germany's energy policy makes them dependent on Russia, and very predictable. But as the article says to the US's benefit. But Germany's economy was going to slip whether or not there was a situation in Russia. They too are going to go through some re balancing, not to mention that they export a lot of capital goods to China.

Well. you can see the short term effects of QE here. Europe is pressuring to have its own QE, but Germany is thankfully resisting so far. The sanctions certainly didn't help Europe, but I hope they can resist the sweet temptation of QE.

mell says

Well. you can see the short term effects of QE here.

Where do you draw the line between money debasement and re-balancing?

The only diff now is that China can no longer debase their money. They have to rebalance.