2019

Geldzug: WARNING SIGNS IN THE US – GELD ZUG

12 May 2019 Since the GFC, the world’s central banks have got into the habit of publishing regular Financial Stability Reports (FSR). These documents are intended to function as an early warning system, by monitoring financial markets in order to identify risks as they appear and grow, so that the regulators can take action before the crisis actually occurs – unlike in the GFC. The US Federal Reserve publishes its FSR twice a year, and many investors read each FSR not only to assess the current risk level but also get see what the Fed might do next. The May [...]

2019-05-10T02:19:38+00:00May 10th, 2019|

Geldzug: PREPARING FOR THE CHINA CRISIS

22 February 2019 After a decade of pointing out that China was not heading for a financial crisis, we have changed our minds. Recent trends suggest that problems are building in China’s corporate bonds, small banks, and consumer loans. We think that a crisis is likely in the next two years... [read more]

2019-03-08T01:35:11+00:00February 28th, 2019|