wazua Wed, Mar 25, 2026
Welcome Guest Search | Active Topics | Log In

543 Pages«<489490491492493>»
Investors Lounge
Options
Previous Topic · Next Topic
lochaz-index
#4901 Posted : Thursday, August 04, 2016 3:25:34 PM
Rank: Veteran

Joined: 9/18/2014
Posts: 1,127
NIRP is making some serious headway. BoE cut its rate by 25bps and launched another round of QE but the interesting thing is this statement:
Quote:
The lowest cost of funding, the 0.25 percent Bank Rate, will be for banks that maintain or expand net lending to the economy and the BoE will charge a penalty rate if banks reduce net lending.

http://mobile.reuters.co...inessNews/idUSKCN10E2SX
Two year gilts are hovering just above the NIRP boundary...it is a question of time before they dip below the zero mark. This will be followed by longer tenured notes.

Working with this logic, a -ve interest regime could sneak into the US through the back door with or without the Fed's blessings. The only event that can stop this from materializing is a sovereign debt crisis.

Unconventional monetary policies still rule the roost 8 years after the financial turmoil of 2008 with no tangible benefits. Meanwhile, the big economies are all creaking...
The main purpose of the stock market is to make fools of as many people as possible.
Back to top
  | | Edit by user: Thursday, August 04, 2016 3:29 PM | Reason: Not specified
TheGeek
#4902 Posted : Friday, August 05, 2016 7:54:10 AM
Rank: Member

Joined: 7/3/2014
Posts: 245
Number of strong banks falls by 50pc on tough CBK rules

http://www.businessdaily...tem-1-yem0joz/index.html
In the world of securities, courage and patience become the supreme virtues after adequate knowledge and a tested judgment are at hand.
Back to top
  |
hisah
#4903 Posted : Friday, August 05, 2016 6:17:13 PM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
TheGeek wrote:
Number of strong banks falls by 50pc on tough CBK rules

http://www.businessdaily...em-1-yem0joz/index.html

Kudos to CBK for deal with this issue rather than waiting for a systemic event, which would lead to a big financial crisis.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
Back to top
  |
The Great
#4904 Posted : Friday, August 05, 2016 6:58:41 PM
Rank: Member

Joined: 9/9/2015
Posts: 233
To promote accountability, he should give the full performance list periodically
"Buy when there's blood in the streets, even if the blood is your own."
Back to top
  |
enyands
#4905 Posted : Friday, August 05, 2016 6:59:52 PM
Rank: Elder

Joined: 12/25/2014
Posts: 2,301
Location: kenya
hisah wrote:
TheGeek wrote:
Number of strong banks falls by 50pc on tough CBK rules

http://www.businessdaily...em-1-yem0joz/index.html

Kudos to CBK for deal with this issue rather than waiting for a systemic event, which would lead to a big financial crisis.



How come the cartel haven't fought back this guy like the way matiangi is on deep oil fry now, is it because most kenyans have a higher ratings on opus ama? He is a reformist
Back to top
  |
hisah
#4906 Posted : Tuesday, August 09, 2016 1:40:17 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
Spanish 10-year bond yield below 1 percent for the first time

The wild wild west that is called the sovereign bond market. Mad house everywhere!
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
Back to top
  |
lochaz-index
#4907 Posted : Tuesday, August 09, 2016 4:30:57 PM
Rank: Veteran

Joined: 9/18/2014
Posts: 1,127
hisah wrote:
TheGeek wrote:
Number of strong banks falls by 50pc on tough CBK rules

http://www.businessdaily...em-1-yem0joz/index.html

Kudos to CBK for deal with this issue rather than waiting for a systemic event, which would lead to a big financial crisis.

Positive step but may not forestall a crisis. The KE banking sector does not inspire confidence in investors. If a crisis unfolds it will make the interest bill redundant/moot till order is restored.
The main purpose of the stock market is to make fools of as many people as possible.
Back to top
  |
lochaz-index
#4908 Posted : Wednesday, August 10, 2016 1:08:14 PM
Rank: Veteran

Joined: 9/18/2014
Posts: 1,127
These CB's will blow up the global economy into smithereens. Another unique problem comes up with BoE's expanded QE program: an offer-less market.

The sovereign bond rally is getting to the parabolic spiking stage before imploding/flipping into a bidless market. Pension funds, insurance firms and banks caught holding onto these securities by then will become past tense. http://www.bloomberg.com...target-at-boe-qe-auction
The main purpose of the stock market is to make fools of as many people as possible.
Back to top
  |
hisah
#4909 Posted : Saturday, August 13, 2016 6:36:47 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
Negative Rates for the People Arrive as German Bank Gives In

Getting there inch by inch where the public will flip into morbid hoarding mode. Cash ban will be enforced pronto to stem the hoarding. This will leave one avenue as the only place to hoard legally - bluechips stocks! Those parabolic rallies will be very dizzy!
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
Back to top
  |
murchr
#4910 Posted : Wednesday, August 24, 2016 2:34:05 AM
Rank: Elder

Joined: 2/26/2012
Posts: 15,980
hisah wrote:
Nigeria could be kicked out of the MSCI Frontier Markets Index

Quote:
MSCI has announced it is considering removing Nigeria from the MSCI Frontier Markets Index given restrictions on currency trading and the resulting deterioration of fx liquidity impacting investors’ ability to repatriate capital. This is a risk we’ve been highlighting for the last six months or so (see below) so shouldn’t come as a complete surprise, and JPMorgan and Barclays have already removed Nigeria from their respective local currency emerging market bond indices.

MSCI plans to announce its decision on or before 29 April– and in the meantime is seeking feedback from investors.

With this news, Nigeria's hopes of attracting private sector investors have been dealt another blow. This is unfortunate as we maintain there is much to like in Nigeria - if currency restrictions could be eased.

Nigeria's exclusion from bond indices and threatened exclusion from this key equity index, is because investors' ability to make that return is now jeopardised by currency restrictions.

Moreover, bond or equity index inclusion helps makes portfolio investors more sticky - they tend to invest around the benchmark weighting of a country. Indeed - Nigeria still has $0.5bn (NGN200bn) of equity investments in the country - because it is in this frontier index. Being excluded from such indexes creates a higher hurdle to attract future investments. Nigeria would have to become so attractive to foreign investors that they would make it an off-index investment.


Someone is about to experience USD starvation! I expect the Naira to be taken to the cleaners again when that capital flight kicks in... It will be a bloodbath in the black market despite the capital controls.


Kenyanwallstreet wrote:
The Morgan Stanley Capital International, a leading provider of international investment decision support tools, announced in its latest review the inclusion of one Kenyan company into the MSCI Frontier Markets (FM) Small Cap Indexes and deletion of four others.

Morgan Stanley added Nation Media Group while removing Athi River Mining, CIC Insurance Group, NIC Bank & Cooperative Bank of Kenya from its MSCI FM Index in its latest Review for MSCI Equity Indices.
"There are only two emotions in the market, hope & fear. The problem is you hope when you should fear & fear when you should hope: - Jesse Livermore
.
Back to top
  |
543 Pages«<489490491492493>»
Forum Jump  
You cannot post new topics in this forum.
You cannot reply to topics in this forum.
You cannot delete your posts in this forum.
You cannot edit your posts in this forum.
You cannot create polls in this forum.
You cannot vote in polls in this forum.

Wazua Investor Theme
Powered by YAF | YAF © 2003-2009, Yet Another Forum.NET
Copyright © 2026 Wazua.co.ke. All Rights Reserved.