High-yield bonds have actually recuperated from the winter'' s lows, however junk-rated bonds could do much better this year if oil keeps making gains.
Top News & & Analysis Dr. Jim WIllie
: www.GoldenJackass.com
Paul Sandhu: www.WakeUpandLive.com
Closing Track: https://youtu.be/DV9FuDU_7Pc
Topics:
1) Deutsche Bank collapse and possible contagion
– Credit Default Swap skyrocketing from 90 in Dec to 120 in Jan to 260 in Feb.
– near total collapse of DBank stock mimics the Lehman Brothers course.
– in deal talks with Venezuela on gold swap (signal of Saudi demand in repatriated gold).
– told in 2013 of most likely separation of DBank into 7 entities (NEVER HAPPEN).
– DBank got Bankers Trust in 1998 from Wall Street website, as derivative store.
– might work as the major bank sector fuse.
2) Stock market freefall & Bond Market black hole.
– decrease in stocks benefits bonds.
– USTBond rally sucks worldwide capital, extremely harmful phenomenon.
– negative rates at huge banks will accelerate movement of funds into USTBonds.
– wrecked USFed balance sheet with hazardous paper will inspire the bond rally black hole.
– secured fortress of derivatives will inspire the bond rally black hole.
3) King Dollar Isolation & Death.
– global Dollar margin call amidst Dollar shortage (ENORMOUS BRIEF SQUEEZE).
– credit drying up around world, sure to require huge Emerging Market debt defaults.
– Russia accepts RMB as payment in China oil sales.
– soon comes Saudi choice to accept RMB in China oil sales also.
4) Iran welcomed to become third leg in Eurasian Trade Zone (Economic Union).
– Iran to recover 0 billion in frozen European banks from sanctions end.
– Iran very low expense oil manufacturer but Saudis and UAE a little lower, Russia too.
– Iran requires Euro currency in oil sales and previous oil obligations (see India).
– Chinese President Xi Jinping and his Iranian equivalent Hassan Rouhani signed.
almost 17 agreements on economic and technological cooperation. Moreover,.
the leaders revealed they will work together on the China-led One Belt One Roadway.
effort with tasks towards infra-structure and industrial production facilities.
– Russia leading oil cost system modifications, invite to Gulf Emirates and OPEC.
5) Oil Cost Impact in devastating screen.
– pressure in Venezuela, Nigeria, Azerbaijan, whole Gulf area.
– whole Gulf Emirates plugging deficits with reserves.
– Alberta Economy being crushed, seen in property market.
– series of Standard & Poors debt downgrades in US energy sector.
– oil hedges ending, no support for energy companies as well as drillers.
– result on big United States banks, as Texas region suspends accounting guidelines.
6) Portugal and Italy in race to light PIIGS fuse.
– spike in Portugal Bond yield, suddenly 3.6 % spread above German Bund.
– Italy in bust as 24 % decrease in Italian Stock Market.
– leading prospect banks are Deutsche Bank, Societe General (Fr), Barclays (Eng).
7) Turkey and Saudi Arabia likely for regimes to fall.
– NATO splinter in development, as Europe will not go into war with Russia.
– huge question remains on Turkish depot lines for narcotics trade.
– Saudis own to trillion in USTreasury Bonds.
– Saudi prepared to decrease the value of Riyal currency.
– USGovt appears to have actually abandoned both Turkey and Saudis, tossed under bus.
8) Normalization of relations with Russia.
– Angela Merkel unpopular in Germany.
– Merkel wants United Nations cushy post.
– France wishes to normalize relations with Russia.
– Bavarian leader Seehofer visited Putin in Kremlin.
– DEUTSCHE BANK IS KEEPER OF THE DERIVATIVE KEYS/ it is decreasing in unsightly flames.
– Turkey Fires On Syrian Army, Kurds, States “Massive Escalation” In Syria Imminent As Saudis Ready Airstrikes.
– “We Are In A Brand-new Cold War”: Russia PM Provides Stark Warning To NATO.
– What Energy Bankers Are Truly Saying: “We Are Planning to Conserve Ourselves Now”.
– 10,000 Greek Farmers Phase Massive Revolt In Athens, Destroy Authorities Cars/ Caught On Tape: 800 Angry Farmers Storm Greek Ministry, Beat Police officers With Shepherd’s Sticks.
– In Venezuela, “Savage Suffering” Takes Hold Amid Frightening “Food Emergency situation”.
– Gold is starting to glitter again, as is silver.
Video Rating:/ 5
