Mark Carnegie, founding partner of M.H. Carnegie & Co, told CNBC that Japanese regional banks could face a situation worse than the 2023 U.S. banking crisis.
The ‘carry trade’ unwind has barely begun, investor says
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Mark Carnegie, founding partner of M.H. Carnegie & Co, told CNBC that Japanese regional banks could face a situation worse than the 2023 U.S. banking crisis.
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You should be shorting if you are willing to lose all with short covering going on for the last 5 hours.
I can’t see how after 9 days JP Morgan bank claim 75% of the yen carry trade has now unwound?
How would they have access to that kind of data I smell a rat 📉🙈
‘They’ve been hostile to speculation and they’ve been hostile to inequality’ he says as if those are bad things?!
He said those are intelligent policies
The hot potato debt is rotating from one hand to another. What is the “optimum” interest rate?
Buy bitcoin.
Funny money is best.
The fed is aiming to : encourage investment in the US treasury market- because niether China nor Russia and now Japan are buying US treasuries.
Buy keeping rates higher the Fed ( aided by the treasury) are seeking to flush out credit from the shadow banking sectors because it is bigger than than the entire global banking system- and it i is neither regiulated or even monitored. If the show sector folds it will bring down the global banking system with it.
Big Recession Needed. Wash out the Zombies.
Debts debts the world is awash in debts.
Therefore, central banks will need to keep a close eye to prevent a deflationary spiral from taking place
When one which itself has debts of well over 200% of their GDP 3 trillion USD) and still is the largest creditor to another debt laden Uncle Sam and both both playing the game of printing more fiat currency papers to pay their debts, the Japs had chicken out knowing full well all these debts can’t be repaid. Its the beginning of an end to fiat currencies not worth their value.
Lol the interviewer has no idea what he is talking about
China is clueless and their economy is fried!
We need a recession I 100% agree. We need to stop this madness. They must not cut rates!
Bitcoin is built on energy cost, it is the ONLY currency with real proof of work and actually underpinned by real value. I own none but will I hope.
Good stuff. BOJ has been under fire for years and they are players now. A huge hammer was put in last week. From a purely quantitative view, the S&P (5500) will end the year at 6000, that’s based on current Regression analysis. (Range 5600 – 6400),
While I don’t necessarily agree, David Hunter, who has thus far predicted the current market tops has speculated that the meltup of stocks would spike right toward the end.
@@citizendc9 OK, but I wouldn’t categorize it as a meltup. More like a grind, over and below it’s regression line several times this year. At the moment, smack on rising regression line. Quite a recovery after the BOJ crash. So 6000 is a real possibility.
I’m not sure a drunk aussie is who i am going to be listening to
Well if it isn’t peruvian bull’s Dollar End Game theory coming about.
Banks are becoming less reliable than in the past. The looming banking crisis is expected to be significant and devastating for those who are not ready. I recently withdrew $370k from my bank to invest in bonds and stocks of companies with strong cash flows. I think it’s a great opportunity to seize the market for long-term profits. Any suggestions for promising stocks would be welcomed.
I dont think here is the place to ask such questions, looking at your budget. You should consider a financial planner.
True. My $400K portfolio was diversified across several markets with the help of a financial planner, and were able to achieve over a million in net profit among high dividend yield equities, ETFs, and bonds. It is vital that you have a variety of exposure, including in firms that are currently generating cash flows.
Who is the financial planner you’re working with, and what’s their strategy behind your investments?”
GOOG, META, AMZN. Strong cash flows, stock buybacks, and extremely profitable.
This could be the catalyst, along with the Fed, that bring the economy down
Buy CVX. Good cash flow, stable, good dividend. Hydrocarbons are forever.
So China has a real economy?!
Russia, South Africa, Brazil and India have Real Economy! 😂
I feel investors should focus on under-the-radar stocks, considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises plummeting stocks that were once revered. I don’t know where to go here out of devastation.
Glad to have stumbled on this comment, Please who is the consultant that assist you and if you don’t mind, how do I get in touch with them?
Svetlana Sarkisian Chowdhury a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market.
I just googled her and I’m really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.
I cant believe you people keep doing this “I made 49 billion percent on my investment in 12 minutes!” . Its always first last and middle name. Always some putz saying i googled this person and its all true!! How do I get in touch with them, because i am too daft to google anything. It boggles my mind that people that are making 100s of thousands or even millions would even be looking at youtube let alone posting ignorant numbers.
There is one thing that I absolutely agree with, China is a great market just for how cheap it is! From equity to consumer and production pricing is just insanely cheap, which significantly reduces the cost and risk of investment. There is also no sign in productivity decline