Pinboard (asterisk2a)
https://pinboard.in/u:asterisk2a/public/
recent bookmarks from asterisk2aBancopalypse 2.0 - Some Disturbing Figures From The Looming Financial Crisis | Zero Hedge2016-07-14T02:32:13+00:00
http://www.zerohedge.com/news/2016-07-13/bancopalypse-20-some-disturbing-figures-looming-financial-crisis
asterisk2aDeutsche Bank derivatives financial instruments BaFin BuBa European Supervision Italy Spain stresstest PIGS zombie banks non-performing loan capital reserves ECB MarioDraghi sovereign debt crisis economic history Wolfgang Schäuble Angela Merkel banking union systemic risk systemicrisk systemrelevant systemrelevanz TBTF toobigtofail too big to bail failhttps://pinboard.in/u:asterisk2a/b:c8a48bab77ab/In the loop October 2: Flemish separatism, F1 and the Juncker plan by POLITICO Europe2015-10-05T17:34:06+00:00
https://soundcloud.com/politico-europe/in-the-loop-october-2-flemish-separatism-f1-and-the-juncker-plan
asterisk2aEuropean Union technocrat bureaucrat Jean-Claude Juncker infrastructure investment STEM Research R&D underinvestment fiscal policy Pact stimulus public business Schuldenbremse Politics Career Politicians No Representation Brussels Parliament Election 2014 Commission Eurobond PIGS PIIGSFB Richard Koo secular stagnation Niall Ferguson Germany Angela Merkel Wolfgang Schäuble Eurogroup austerity Grexit confidence consumer excess reserves zombie banks corporations ECB QE TLTRO LTRO monetary transmission mechanism liquidity trap ZIRP NIRP corruption ideology dogma campaign promises White Elephant productive productivity Makers folly social contract political theory accountability transparency oversight 2015https://pinboard.in/u:asterisk2a/b:23af1c57399b/Perhaps austerity didn't choke off UK recovery - BBC News2015-10-04T20:27:14+00:00
http://www.bbc.co.uk/news/business-34402234
asterisk2atrickle-down economics tax evasion avoidance self-employment employment working poor precarious work job creation Service Sector Jobs Niedriglohnsektor George Osborne austerity economic history recovery budget deficit fiscal policy property bubble credit mortgage market excess reserves zombie banks corporations consumer Richard Koo academics academia IMF Paul Krugman Gini coefficient inequality underinvestment Joseph Stiglitz private debt household card servitude disposable income discretionary spending wage stagnation growth low distribution squeezed middle class Sozialer Abstieg productivity output gap Niall Ferguson secular underemployed structural unemployment imbalance faultlines Impediments skillshttps://pinboard.in/u:asterisk2a/b:04aebd412b39/Nomi Prins-Federal Reserve Transition to Destruction - YouTube2015-10-01T18:55:48+00:00
https://www.youtube.com/watch?v=AFMinapKlTA
asterisk2aZIRP NIRP book QE reflate reflation equity bubble credit Taper Richard Koo BRIC China 2015 junk bond trickle-down economics Super Rich 1% property household debt UK USA BOE Fed mandate Janet Yellen Mark Carney MPC monetary policy transmission mechanism excess reserves retail banking secular stagnation wage disposable income distribution inequality Gini coefficient squeezed middle class job creation market labour Niedriglohnsektor Service Sector Jobs recovery GFC benbernanke alangreenspan dot.com speculative bubbles bank bailout crisis leverage margin trading Cycle servitude private monetization monetisation fiscal austerity consumer card car loan debtoverhang economic history zombie banks corporations mainstreet.org Wall Street profit maximisation shareholder value crony capitalism corporate asset correction mortgage libor rigging scandal trust Career Politicians neoliberalism neoliberal FX hot-money currency-war currency debasement war balance sheet recession Niall Ferguson financial repression distortion Prhttps://pinboard.in/u:asterisk2a/b:08ebad32b940/Icahn warns of potential looming catastrophe2015-09-30T19:59:31+00:00
http://www.cnbc.com/2015/09/27/-of-potential-looming-catastrophe.html
asterisk2aasset bubble speculative bubbles reflate reflation ZIRP NIRP QE UK BOE USA Fed mandate equity bond junk Student Loan car credit card household debt private consumer debtoverhang recovery fiscal policy monetary unconventional 2015 BRIC China Brazil GFC bank crisis bailout banking NPL shadow PBOC BOJ Abenomics hot-money currency-war currency debasement war BIS centralbanks ECB excess reserves investment retail liquidity trap FX QT Taper 2016 secular stagnation Richard Koo Niall Ferguson Joseph Stiglitz austerity Paul Krugman Gini coefficient inequality Super Rich 1%https://pinboard.in/u:asterisk2a/b:9044a66b43d5/How the banks ignored the lessons of the crash | Joris Luyendijk | Business | The Guardian2015-09-30T13:58:00+00:00
http://www.theguardian.com/business/2015/sep/30/how-the-banks-ignored-lessons-of-crash
asterisk2aGFC economic history banking crisis bank shadow NPL credit bubble recovery monetary policy modern theory TBTF too big to jail bail Oversight transparency accountability CEO pay self-regulation regulation regulators lobbyist lobby Lobbying Career Politicians No Representation fairness Generationengerechtigkeit austerity sovereign debt revolving door 1% ZIRP reflate reflation NIRP QE Super Rich 2015 Wall Street profit maximisation shareholder value London tax evasion avoidance investment retail fractional reserve excess reserves libor rigging scandal bribery fraud securities-fraud corruptionhttps://pinboard.in/u:asterisk2a/b:cae6ad7f9f0d/Homelessness figures: Nearly 100,000 children in England 'homeless' - BBC News2015-09-27T11:56:39+00:00
http://www.bbc.co.uk/news/uk-34346908
asterisk2aUK property bubble Supply and Demand affordable housing social Gini coefficient Generationengerechtigkeit generation rent poverty trap child food austerity Policy Makers dogma ideology neoliberalism neoliberal Tories Conservative Party market Crisis benefit benefits welfare state safety net bank bailout fairness cohesion minority constituency error folly babyboomers tension Toff Establishment Privileged Entitlement general election 2015 campaign promises Help to Buy Scheme excess reserves mortgage Buy-to-Let Right Wall Street shareholder value profit maximisation inequality Funding for Lending macroprudential macroeconomic microeconomics disposable income discretionary spending debtoverhang household debt recovery consumer servitude private Payday Loans Student Loan Millennials generationy secular stagnation low prevention job security labour Niedriglohnsektor Service Sector Jobs creation mobility downward precarious work Precariat working poor University vocational education professional Maintenance Allowanchttps://pinboard.in/u:asterisk2a/b:b95871470448/Bank of England concerns over buy-to-let boom - BBC News2015-09-26T19:22:24+00:00
http://www.bbc.co.uk/news/business-34356801
asterisk2aBuy-to-Let Right to Buy Help Scheme Funding for Lending BOE macroprudential policy macroeconomic microeconomic fiscal monetary unconventional ZIRP NIRP QE Supply and Demand distortion mortgage market NPL Boom Bust irrational exuberance rent-seeking rentier generation rent Tories Conservative Party Makers Mark Carney FOMO underinvestment productive investment Wall Street shareholder value profit maximisation excess reserves zombie banks banking retail London Westminster Career Politicians recovery GFC No Representation Millennials Generationengerechtigkeit fairness infrastructure George Osborne constituency babyboomershttps://pinboard.in/u:asterisk2a/b:425c6e7e3198/The other generation rent: meet the people flatsharing in their 40s | Money | The Guardian2015-09-26T00:22:26+00:00
http://www.theguardian.com/money/2015/sep/25/flatsharing-40s-housing-crisis-lack-homes-renting-london
asterisk2ageneration rent London property bubble Supply and Demand UK distortion ZIRP NIRP QE asset allocation alternative investment Buy to Help Scheme Funding for Lending excess reserves mortgage market 2015 macroprudential policy macroeconomic microeconomic BOE NPL subprime cost of living entry standard spaces air pollution noise city urbanisation economies agglomerationhttps://pinboard.in/u:asterisk2a/b:6bf020f16d1c/Borrowing up amid interest rates speculation - BBC News2015-09-24T22:08:00+00:00
http://www.bbc.co.uk/news/business-34345531
asterisk2aproperty bubble mortgage market distortion affordable housing Crisis UK social generation rent Supply and Demand debtoverhang household debt consumer servitude disposable income discretionary spending private 2015 Taper BOE ZIRP NIRP QE Help to Buy Scheme Funding for Lending excess reserves unknown unkown unintended consequences subprime macroprudential policyhttps://pinboard.in/u:asterisk2a/b:f827a66c6ee5/New US subprime boom - but this time it is for cars - BBC News2015-09-24T21:51:00+00:00
http://www.bbc.co.uk/news/business-27251118
asterisk2acredit bubble car loan subprime USA card debt private household servitude debtoverhang consumer student Richard Koo zombie status symbol anxiety consumerist consumerism materialism financial market crisis engineering ABS CDS excess reserves underinvestment productive investment recovery UK western world ZIRP NIRP QE revolving bank bailout banking retail London 2015 GFChttps://pinboard.in/u:asterisk2a/b:7a37638d87ad/Rates stay low but fears grow of a market bubble - BBC News2015-09-21T23:55:43+00:00
http://www.bbc.co.uk/news/business-34281167
asterisk2aTaper credit bubble distortion ZIRP NIRP QE 2015 speculative bubbles equity New Normal FOMO hunt for yield bond property capital allocation asset western world BRIC centralbanks BIS Bank PBOC BOE Abenomics currency-war currency debasement war debt monetisation monetization economic history unknown unkown unintended consequences BOJ banking crisis FX reserves excess liquidity trap Richard Koo austerity Fiscal Pact Schuldenbremse UK USA European Union Niall Ferguson secular stagnation developed shadowhttps://pinboard.in/u:asterisk2a/b:bd0ee584e1a9/Bank of England may cut rates, says chief economist - BBC News2015-09-21T23:44:27+00:00
http://www.bbc.co.uk/news/business-34291815
asterisk2aChina sovereign debt crisis European Union BRIC credit bubble 2015 headwinds Fed mandate BOE bond Taper Richard Koo fiscal policy austerity monetary QE ZIRP NIRP QT British Pound Sterling Dollar petrodollar FX reserves excess liquidity trap GFC economic history trickle-down economics Pact Schuldenbremse George Osborne budget2015 David Cameron industrial underinvestment infrastructure investment productivity output gap STEM Research competitiveness competitive differentiate differentiation shadow banking leverage margin trading speculative bubbles property asset allocation capital hunt for yield FOMO equity Gini coefficient inequality social mobility crony capitalism Wall Street business confidence profit maximisation shareholder value share buyback Niall Ferguson secular stagnation western world deflationary deflation macroprudential microeconomic education fairness Generationengerechtigkeit bank bailout tax evasion avoidance code corporate rate short-term thinking view transmission mechanism stimulus unconvehttps://pinboard.in/u:asterisk2a/b:885e4c6429f3/Weltwirtschaft: BIZ warnt vor Krediten in Schwellenländern - SPIEGEL ONLINE2015-09-19T04:51:08+00:00
http://www.spiegel.de/wirtschaft/unternehmen/weltwirtschaft-biz-warnt-vor-krediten-in-schwellenlaendern-a-1052705.html
asterisk2aBIS credit bubble 2015 China BRIC NPL shadow banking junk bond creditrating crisis excess reserves QE ZIRP NIRP hot-money currency-war currency debasement war centralbanks economic history hunt for yield FOMO speculative bubbles FX Turkey Brazil Developing World Fed distortion unknown unkown unintended consequences Raghuram Rajan BOE BOJ Abenomics PBOC ECB emerging market middle class AIIB Asia South Africa Latin America deflationary deflation secular stagnation western Niall Ferguson globalization globalisation wage disposable income distribution inequality growth mobility gap GFC recovery fiscal policy monetary austerity Pact European Union UK USA Richard Koo Joseph Stiglitz Paul Krugman dogma ideology mandate inflation targeting New Normal trap liquidity reflate reflation asset allocation property capital QT debt monetisation monetization trickle-down economics marginal cost of abundance digital economy Software Is Eating The Bank IMF savings glut faultlines structural imbalance Impediments Super Cycle serhttps://pinboard.in/u:asterisk2a/b:9eccbd653f2a/RICHARD KOO: 'Struggle between markets and central banks has only just begun' - Business Insider2015-09-19T04:40:16+00:00
http://uk.businessinsider.com/richard-koo-struggle-between-markets-and-central-banks-has-only-just-begun-2015-9
asterisk2aRichard Koo Taper 2015 credit bubble reflate reflation monetary policy fiscal Janet Yellen Fed mandate China BRIC global economy trade western world secular stagnation deflationary deflation asset speculative bubbles hunt for yield FOMO property equity bond distortion correction Student Loan ZIRP NIRP QE BIS centralbanks BOE Abenomics BOJ ECB unconventional liquidity trap excess reserves retail banking consumer debt household deleveraging wage growth income low marginal propensity to consume disposable discretionary spending distribution inequality Gini coefficient mobility social Niall Ferguson bank bailout crisis recovery GFC austerity Schuldenbremse Pact European Union UK USA Career Politicians crony capitalism No Representation fairness Generationengerechtigkeit sovereign PR spin doctor reframing framing trickle-down economics neoliberalism neoliberal investment business confidence Blue Ocean PBOC New Normal economic stimulushttps://pinboard.in/u:asterisk2a/b:7750660fcc28/With All Due Respect (09/18/15) - YouTube2015-09-19T02:58:10+00:00
https://www.youtube.com/watch?v=my4BYLiudG4
asterisk2aBernie Sanders presidential election 2016 Wall Street investment banking excess reserves crisis retail TBTF toobigtofailhttps://pinboard.in/u:asterisk2a/b:dfc739a0a7ca/Is Global Economic Doubt Behind the Unchanged Rate? - YouTube2015-09-18T05:20:31+00:00
https://www.youtube.com/watch?v=P3Gd9xB1Cco
asterisk2aTaper Fed mandate 2015 inflation expectation targeting Janet Yellen participation rate employment underemployed full unemployment structural USA China BRIC credit bubble complexity global economy New Normal hunt for yield asset allocation reflate reflation equity property BIS centralbanks QE ZIRP NIRP distortion secular stagnation western world Richard Koo deleveraging balance sheet recession debtoverhang private debt household consumer student loan servitude marginal propensity to consume Super Rich 1% faultlines savings glut Impediments imbalance inequality Gini coefficient income distribution growth low disposable mobility wage UK BOE squeezed middle class job creation security labour market recovery policy response fiscal austerity Schuldenbremse Pact monetary transmission mechanism excess reserves business confidence investment underinvestment productive infrastructurehttps://pinboard.in/u:asterisk2a/b:7f054910c3d0/Jim Grant: The Fed Turned the Stock Market Into a 'Hall of Mirrors' - YouTube2015-09-17T01:58:57+00:00
https://www.youtube.com/watch?v=DMyFlsf-tWs
asterisk2aequity bubble frothy distortion USA Fed ZIRP NIRP QE credit BRIC BOE ECB excess reserves correction 2015 BOJ reflate reflation Abenomics hunt for yield recovery GFC Taper FOMO asset allocation capital behavioral finance economics fiscal policy austerity western world developed secular stagnation disposable income distribution growth low gap consumer confidence business investment underinvestment hot-money speculative bubbles speculation currency-war currency debasement war property Richard Koo monetary stimulus fiat transmission mechanism liquidity trap Pact Schuldenbremse Europe UK Japan Germany marginal propensity to consume debt household job creation security working poor inequality Gini coefficient Sozialer Abstieg squeezed middle class precarious work wage mobility Super Rich 1% bank bailout banking crisis sovereign Polarisation Career Politicians dogma ideology crony capitalismhttps://pinboard.in/u:asterisk2a/b:ce1c04291d3a/World Bank warns on US rate rise - BBC News2015-09-16T13:33:57+00:00
http://www.bbc.co.uk/news/business-34262005
asterisk2aTaper Fed BOE 2015 BIS ZIRP NIRP QE Richard Koo reflate reflation asset bubble hunt for yield FOMO frothy World Bank distortion unknown unkown unintended consequences capital allocation speculative bubbles speculation monetary policy transmission mechanism liquidity trap theory GFC recovery credit China BRIC Brazil India South Africa Russia Europe UK BOJ Abenomics squeeze excess reserves PBOC economic history creditcrunch crunch ECB commodity prices energy price Oil OPEC petrodollar QT FX global trade New Normal secular stagnation faultlines Structural Impediments imbalance western deflationary deflation austerity fiscal stimulus system debt monetisation monetization unconventional debtoverhang refinancing creditrating creditrisk deleveraging private household disposable income discretionary spending wage growth distribution low inequality Gini coefficient squeezed middle class downward mobility working poor precarious work Zero Hour Contract Contractor self-employment Zeitarbeit Leiharbeit Sozialer Abstieg jhttps://pinboard.in/u:asterisk2a/b:6b397259618a/Raghuram Rajan - One-on-One: an investigative interview - 44th St. Gallen Symposium - YouTube2015-09-14T22:55:17+00:00
https://www.youtube.com/watch?v=fxvtxhKEYic
asterisk2a> little domestic positive impact but spilled over much across the world! // consequences now seen (1) taper tantrum late 2014 & then summer 2015; china slow-down/equity crash & taper anticipation moves followed up by pulling money out of emerging/developing markets! financial market are divergent from domestic business market. cycles shifted apart slightly. investor, business, financial market & consumer confidence are not linked as tightly before! // financial markets are now global, business markets itself not as much! money can be pulled out digitally in an instance. // no net-positive 4 whole world. selfishness. long-run danger. unintended consequences, unknown unknowns. // global sub-optimal monetary policy // global system (monetary system) broke // uncertainty, unknown of taper. timing debate. game of chicken. volatility bc of lots of froth, distortion! // &! youtu.be/SZe3issLIb8]]>Raghuram Rajan BIS centralbanks hot-money currency-war currency debasement war GFC recovery monetary policy QE ZIRP NIRP excess reserves speculative bubbles reflate reflation economic history faultlines credit bubble BRIC 2015 emerging market Developing World western secular stagnation BOJ Abenomics PBOC globalization globalisation financial zombie banks savings glut business confidence investment USA UK Europe China asset allocation FOMO hunt for yield speculation Super Rich 1% property unconventional Fed BOE ECB inflation expectation targeting mandate deflationary deflation fiscal irrational exuberance panic hubris unknown unkown unintended consequences Taper book structural imbalance Impediments reserve fiat current account deficit trade stimulus Germany austerity dogma ideology credibility Career Politicians Pact Schuldenbremse transmission mechanism theory system complexity incomplete information shadow banking uncertainty volatility distortion repression governancehttps://pinboard.in/u:asterisk2a/b:f34f2d8b5d3e/Public Lecture by Professor Niall Ferguson 2013-04-09 - YouTube2015-09-13T19:55:34+00:00
https://www.youtube.com/watch?v=36WT2butNrw
asterisk2aNiallFerguson Niall Ferguson Margaret Thatcher economic history political economy GFC recovery credit bubble book Adam Smith adamsmith austerity ideology dogma George Osborne David Cameron USA UK China social contract cohesion tension socialism capitalism crony neoliberalism neoliberal Privatisation monetary policy fiscal hayek reflate reflation Fed ECB BOJ BOE Makers BIS QE ZIRP NIRP bank bailout sovereign debt crisis banking zombie banks excess reserves liquidity trap transmission mechanism M3 business confidence Taper 2015 secular stagnation wage growth income global trade globalization imbalances globalisation flat world borderless JohnMaynardKeynes keynes Keynesianism stimulus aggregate demand marginal propensity to consume consumer Richard Koo private debtoverhang deleveraging household monetisation monetization developed western squeezed middle class disposable distribution inequality Gini coefficient BRIC emerging market Angela Merkel Wolfgang Schäuble Developing Frontier Markets inflation targetinhttps://pinboard.in/u:asterisk2a/b:c62668d3caf0/Japan's IPO of the Century - Bloomberg View2015-09-12T14:18:17+00:00
http://www.bloombergview.com/articles/2015-09-10/japan-s-ipo-of-the-century-will-spur-change
asterisk2aAbenomics Japan economic history 2015 neoliberalism neoliberal TPP Privatisation liberal reform refugee corporate governance culture society demographic bubble competitive competition competitiveness zombie banks corporations deflation Yen BOJ fiscal policy monetary stimulus White Elephants asset allocation R&D STEM industrial China transmission mechanism liquidity trap excess reserves M3https://pinboard.in/u:asterisk2a/b:b0276181f484/Why did Japan stop growing? Professor Takeo Hoshi at ANU - YouTube2015-09-11T21:17:14+00:00
https://www.youtube.com/watch?v=8xpaAPTYAVo
asterisk2aJapan economic history lost decade generation ageing population demographic bubble culture society fiscal stimulus zombie banks corporations banking crisis Exportweltmeister Germany subsidies subsidizing distortion asset Abenomics monetary policy white elephants Richard Koo productivity corporate governance deflationary deflation crowding out Debt Super Cycle BOJ Yen public investment productive stagnation secular currency-war currency debasement war ZIRP QE NIRP liquidity trap transmission mechanism disinflation inflation expectation targeting Makers Career Politicians savings rate glut error marginal propensity to consume poverty squeezed middle class Sozialer Abstieg working poor precarious work inequality Gini coefficient industrial wage growth income disposable distribution low neoliberalism neoliberal part-time Zero Hour Contract Contractor underemployed microeconomic macroeconomic JGB bond monetisation monetization structural imbalance faultlines Impediments excess reserveshttps://pinboard.in/u:asterisk2a/b:62f3990020b3/We’re gonna need a bigger round...2015-09-06T09:52:28+00:00
https://pando.com/2015/07/30/were-gonna-need-bigger-round/
asterisk2acost of entry living standard spaces city commuting London Start-up Scene San Francisco burn rate runway advice lesson urbanisation urban planning Mountain View Palo Alto Redwood growth round Venture Capital hunt for yield FOMO asset allocation bubble speculative bubbles property hot-money ZIRP NIRP QE China PBOC 2015 credit Fed ECB BOJ excess reserves economic history equity bond speculation Micro VC Limited Partners Angel Investor Seed Party valuation globalization globalisation flat world borderlesshttps://pinboard.in/u:asterisk2a/b:32e94d616811/▶ How The Economic Machine Works by Ray Dalio2015-09-05T14:22:00+00:00
https://www.youtube.com/watch?v=PHe0bXAIuk0
asterisk2acredit bubble austerity business cycle debt financial Super economic productivity income growth wage stagnation output gap economics disposable discretionary spending history living standard of gender pay reflate reflation asset equity China USA 2015 speculative bubbles secular deflationary deflation household government public servitude student loan consumer debtoverhang balance sheet recession deleveraging sovereign crisis monetisation monetization private GFC recovery Richard Koo liquidity trap NPL excess reserves zombie banks restructuring QE ZIRP NIRP jubilee greatrecession Great Depression budget deficit Rich Polarisation Thomas Piketty tax evasion avoidance fairness inequality Gini coefficient social cohesion tension contract Career Politicians Joseph Stiglitz Paul Krugman Robert Reich Mark Blyth redistribution mobility capital gains code corporate rate lost decade generation neoliberalism neoliberal globalization globalisation western world developed Europe competitiveness competition competitive flathttps://pinboard.in/u:asterisk2a/b:c66ba8d4e557/Banks Are Perilously Exposed to China - Bloomberg View2015-09-03T21:59:44+00:00
http://www.bloombergview.com/articles/2015-09-02/banks-are-perilously-exposed-to-china
asterisk2aexposure China banking crisis investment UK USA 2015 credit bubble equity speculative bubbles bond property asset allocation distortion ZIRP PBOC NIRP QE QT 2016 balance sheet recession underwater debtoverhang VAR excess reserves shadow fractional reserve Fed BOE London Bank Oversight George Osborne David Cameron Mark Carney liquidity trap Taper monetary transmission mechanism M3 policy stimulus unconventional system theory austerity unknown unkown unintended consequences deregulation self-regulation regulation regulators Westminster Toff Conservative Party Tories Establishment Privileged speculation derivatives financial repression market cycle literacy HSBC Standard Chartered NPL correction overcapacity AIIB Asia FX centralbank margin trading leverage irrational exuberance hubris panic petrodollar Oil price OPEC global trade economy growth imbalances faultlines structural imbalance Impediments debt monetisation monetization BIS Germany Japan Yuan RMB devaluationhttps://pinboard.in/u:asterisk2a/b:3ed1c370409e/ABN Amro Warns There Is A 40% Chance Mario Draghi Expands ECB QE "As Soon As This Week" | Zero Hedge2015-09-03T07:47:23+00:00
http://www.zerohedge.com/news/2015-09-01/abn-amro-warns-there-40-chance-mario-draghi-expands-ecb-qe-soon-week
asterisk2aQT Quantitative Tightening Taper QE ECB BOJ Abenomics Fed 2015 China monetary policy stimulus unconventional system reserve currency petrodollar PBOC centralbanks reserves FX Treasury Market treasuries bond bubble reflate reflation distortion economic history global trade growth economy OPEC Russiahttps://pinboard.in/u:asterisk2a/b:7925bef793bd/The "Great Accumulation" Is Over: The Biggest Risk Facing The World's Central Banks Has Arrived | Zero Hedge2015-09-03T06:54:12+00:00
http://www.zerohedge.com/news/2015-09-01/great-accumulation-over-biggest-risk-facing-worlds-central-banks-has-arrived
asterisk2abond bubble treasuries Treasury Market liquidity trap squeeze China FX reserves centralbanks USD Dollar QE ZIRP NIRP petrodollar 2015 Yuan RMB devaluation global trade economy imbalances growth faultlines OPEC Oil price Asia emerging PBOC Russia shale gas fracking tarsand Canada USA Taper Fed credit reflate reflation GFC recovery monetary system financial theory policy stimulus unconventional Saudi Arabia UAE Iran commodity prices Quantitative Tightening QT 2016 New Normal uncertainty BOE IMF SDR reserve currencyhttps://pinboard.in/u:asterisk2a/b:68221a512458/Why It Really All Comes Down To The Death Of The Petrodollar | Zero Hedge2015-09-03T06:34:06+00:00
http://www.zerohedge.com/news/2015-08-22/why-it-really-all-comes-down-death-petrodollar
asterisk2apetrodollar OPEC centralbanks reserves USD Dollar 2015 Oil price FX China Asia emerging market global trade economy imbalances Yuan RMB devaluation PBOC Russia shale gas fracking tarsand Canada USA Taper Fed credit bubble QE ZIRP NIRP reflate reflation GFC recovery monetary system financial theory policy stimulus unconventional Saudi Arabia UAE Iran commodity prices liquidity trap squeeze treasuries Treasury bond faultlines IMF SDR reserve currencyhttps://pinboard.in/u:asterisk2a/b:39fd99bd5b1b/Alibaba Is the Canary in China's Coal Mine - Bloomberg View2015-09-02T23:11:01+00:00
http://www.bloombergview.com/articles/2015-09-01/alibaba-is-the-canary-in-china-s-coal-mine
asterisk2aAlibaba China Jack Ma 2015 credit bubble PBOC equity asset property speculative bubbles hunt for yield speculation Yuan RMB devaluation distortion QE ZIRP NIRP margin trading leverage discretionary spending Call Taper Fed BOE balance sheet recession underwater market intervention bond unknown unkown unintended consequences hubris irrational exuberance western world faultlines Structural Impediments imbalance savings glut correlation excess reserves banking crisis shadow investment New Normal fractional reserve BIS centralbanks monetary policy fiscal short-term 1% Super Rich Privileged Establishment Toff bank bailouthttps://pinboard.in/u:asterisk2a/b:67f0dab0ffae/Ratingagentur: Fitch straft deutsche Banken ab - SPIEGEL ONLINE2015-05-20T13:26:35+00:00
http://www.spiegel.de/wirtschaft/unternehmen/ratingagentur-fitch-straft-deutsche-banken-ab-a-1034587.html
asterisk2adistortion bailout crony capitalism No Representation Career Politicians capital reserves zombie banks Europe too big to jail toobigtofail TBTF economic history GFC recovery Debt Super Cycle sovereign crisis austerity IMF World Bank USA UK Japan Germany policy folly error lobbyist lobby Lobbying revolving door Washington presidency barackobama financial market EuropeanSystemicRiskBoard systemicriskhttps://pinboard.in/u:asterisk2a/b:6f7f7a5d8577/