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whiteowl
#4481 Posted : Saturday, January 31, 2015 10:41:20 AM
Rank: Veteran


Joined: 4/16/2014
Posts: 1,420
Location: Bohemian Grove
hisah wrote:
Negative interest rate mortgages have arrived. In Denmark

This means you get paid to take a mortgage by that particular bank!? This happening before ECB's QE of 1.5 trillion euros starting in March?? Dead mortgage market as deflation bites.

The deflation in euroland is just getting started! Negative interest rates will be hanging around for a while as euroland CBs fight their all to see off deflation by creating inflation; by whatever means necessary!

Is euroland about to experience Zimbabwe like current deflation? @cde what u say?

As an ordinary Kenyan, the concept of negative interest rate mortgage is very hard to grasp. Sounds like a script from a financial fiction movie.
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Cde Monomotapa
#4482 Posted : Saturday, January 31, 2015 1:44:23 PM
Rank: Chief


Joined: 1/13/2011
Posts: 5,964
@hisah. Looks like a EUR for USD swap prep. for global funds. Fed hikes, Euro's flow that way. @whiteowl, I see you. Kila mtu angehama...

As for Zim, things are really thick! As our co-CB said, 'patience' (FOMC) as we embark on a, I don't know, ZTARP?

The 'inflation?' 'deflation?' dynamics for Zim are multi-facet. A lot of stuff still comes from Mzansi so USD/ZAR pair is a large determinant.

Also, the issue of divisibility (hence the Bond Coins). When you have biz rounding goods/services up to the nearest USD things get artificially expensive.

By this time I expected that mobile money would solve divisibility. Is it a penetration issue? Also, the distribution of money or as we called it, 'the velocity of money'. Probably they can complement better with the Bond Coins.

ZIM: Mobile Money Transfers Up 36 Percent http://allafrica.com/stories/201501211067.html
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hisah
#4483 Posted : Sunday, February 01, 2015 2:00:48 PM
Rank: Chief


Joined: 8/4/2010
Posts: 8,977
Cde Monomotapa wrote:
@hisah. Looks like a EUR for USD swap prep. for global funds. Fed hikes, Euro's flow that way. @whiteowl, I see you. Kila mtu angehama...

As for Zim, things are really thick! As our co-CB said, 'patience' (FOMC) as we embark on a, I don't know, ZTARP?

The 'inflation?' 'deflation?' dynamics for Zim are multi-facet. A lot of stuff still comes from Mzansi so USD/ZAR pair is a large determinant.

Also, the issue of divisibility (hence the Bond Coins). When you have biz rounding goods/services up to the nearest USD things get artificially expensive.

By this time I expected that mobile money would solve divisibility. Is it a penetration issue? Also, the distribution of money or as we called it, 'the velocity of money'. Probably they can complement better with the Bond Coins.

ZIM: Mobile Money Transfers Up 36 Percent http://allafrica.com/stories/201501211067.html

Fed hike will surely wreak havoc to dollarized economies. Hope RBZ has mechanics in place to survive that shock USD spike - liquidity will be vapourized.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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hisah
#4484 Posted : Sunday, February 01, 2015 2:09:58 PM
Rank: Chief


Joined: 8/4/2010
Posts: 8,977
Two weeks to Nigeria's general election and on valentine's day to boot! On the other hand the Nigeria 10yr eurobond (2023) fans are not in a valentine mood. The yields have spiked above 7% and will definitely surpass 8%. Meanwhile ghana's 10yr eurobond (2024) yield is headed past 10%. Oil panic central...
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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derick
#4485 Posted : Wednesday, February 04, 2015 11:42:30 AM
Rank: Member


Joined: 1/10/2015
Posts: 411
Kenyan shares edge higher as foreign investors pile in - http://www.standardmedia...e/?articleID=2000150384 via @StandardKenya
Your income is directly related to your philosophy, Not the economy.-Jim Rohn
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mlennyma
#4486 Posted : Wednesday, February 04, 2015 12:03:23 PM
Rank: Elder


Joined: 7/21/2010
Posts: 6,185
Location: nairobi
derick wrote:
Kenyan shares edge higher as foreign investors pile in - http://www.standardmedia...e/?articleID=2000150384 via @StandardKenya

this guy is telling us investors are fleeing Nigeria like a bed where a snake has disappeared on the blanket
"Don't let the fear of losing be greater than the excitement of winning."
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derick
#4487 Posted : Wednesday, February 04, 2015 12:08:55 PM
Rank: Member


Joined: 1/10/2015
Posts: 411
mlennyma wrote:
derick wrote:
Kenyan shares edge higher as foreign investors pile in - http://www.standardmedia...e/?articleID=2000150384 via @StandardKenya

this guy is telling us investors are fleeing Nigeria like a bed where a snake has disappeared on the blanket

Laughing out loudly Laughing out loudly Laughing out loudly
Your income is directly related to your philosophy, Not the economy.-Jim Rohn
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Othelo
#4488 Posted : Wednesday, February 04, 2015 3:15:20 PM
Rank: User


Joined: 1/20/2014
Posts: 3,528
derick wrote:
mlennyma wrote:
derick wrote:
Kenyan shares edge higher as foreign investors pile in - http://www.standardmedia...e/?articleID=2000150384 via @StandardKenya

this guy is telling us investors are fleeing Nigeria like a bed where a snake has disappeared on the blanket

Laughing out loudly Laughing out loudly Laughing out loudly

That news item is by reuters d'oh! d'oh! d'oh!
Formal education will make you a living. Self-education will make you a fortune - Jim Rohn.
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derick
#4489 Posted : Wednesday, February 04, 2015 11:08:55 PM
Rank: Member


Joined: 1/10/2015
Posts: 411
Othelo wrote:
derick wrote:
mlennyma wrote:
derick wrote:
Kenyan shares edge higher as foreign investors pile in - http://www.standardmedia...e/?articleID=2000150384 via @StandardKenya

this guy is telling us investors are fleeing Nigeria like a bed where a snake has disappeared on the blanket

Laughing out loudly Laughing out loudly Laughing out loudly

That news item is by reuters d'oh! d'oh! d'oh!

Yes it is by reuters
Your income is directly related to your philosophy, Not the economy.-Jim Rohn
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Rankaz13
#4490 Posted : Thursday, February 05, 2015 9:37:20 PM
Rank: Elder


Joined: 5/21/2013
Posts: 2,841
Location: Here
derick wrote:
Othelo wrote:
derick wrote:
mlennyma wrote:
derick wrote:
Kenyan shares edge higher as foreign investors pile in - http://www.standardmedia...e/?articleID=2000150384 via @StandardKenya

this guy is telling us investors are fleeing Nigeria like a bed where a snake has disappeared on the blanket

Laughing out loudly Laughing out loudly Laughing out loudly

That news item is by reuters d'oh! d'oh! d'oh!

Yes it is by reuters


Laughing out loudly Laughing out loudly Laughing out loudly Laughing out loudly
Life is like playing a violin solo in public and learning the instrument as one goes on.
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Ceinz
#4491 Posted : Tuesday, February 10, 2015 6:05:39 PM
Rank: Veteran


Joined: 5/7/2009
Posts: 1,032
Location: Sea of Transquility
Greenspan:The euro is doomed
“small step for man”
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hisah
#4492 Posted : Wednesday, February 11, 2015 2:35:29 AM
Rank: Chief


Joined: 8/4/2010
Posts: 8,977
hisah wrote:
Two weeks to Nigeria's general election and on valentine's day to boot! On the other hand the Nigeria 10yr eurobond (2023) fans are not in a valentine mood. The yields have spiked above 7% and will definitely surpass 8%. Meanwhile ghana's 10yr eurobond (2024) yield is headed past 10%. Oil panic central...

Expected. Elections postponed to March. Meanwhile USD clocks 200 Nairas as the naira turns to paper as the rout continues. Nigeria CB getting kicked by the market which is sensing the CB is out f ammo and the election as the other distraction...

In TZ, their shilling is also getting squeezed by USD. 2nd worst currency after naira this year. Tz CB starting to intervene even before their eurobond is tabled. Someone is going to face nasty eurobond rates.

http://www.bloomberg.com...ond-worst-currency-drop

Forex volatility is scaling up. Usually a sign that something in the system is about to go snap. When? The crystal ball is unreliable since 2008 GFC topped up with endless QEs...
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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hisah
#4493 Posted : Wednesday, February 11, 2015 2:46:12 AM
Rank: Chief


Joined: 8/4/2010
Posts: 8,977
Greece elects anti-austerity gov and even before the incumbent lot knows what goes where they face a no confidence vote. No confidence vote even before you belt up to drive?! Crazed lot these eurocrats. Anyway the vote has flopped in parliament which sets up an interesting showdown with the EU bankster lot next week.

Fun times ahead.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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hisah
#4494 Posted : Monday, February 16, 2015 12:22:39 PM
Rank: Chief


Joined: 8/4/2010
Posts: 8,977
Oil has rebounded with some strength in February. But the snap rebound is not adding confidence to the trend change. Scope still remains a break below $40 if it fails to vault above $70.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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hisah
#4495 Posted : Tuesday, February 24, 2015 2:33:48 PM
Rank: Chief


Joined: 8/4/2010
Posts: 8,977
Bank of Israel becomes 20th central bank to cut rates this year
Quote:
The Bank of Israel's decision to cut its benchmark interest rate on Monday has meant it has joined a wave of central banks in easing monetary policy in a global fight against deflation.


Rate cuts everywhere as deflation bites with oil oversupply. The paradox...

Definitely we will end up with oversize stimulus everywhere due to the rate cuts, ECB QE starting next month and the oil price crash stimulus. Sizable upside will follow in global stocks as the excess stimulus looks for returns.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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hisah
#4496 Posted : Friday, March 06, 2015 4:40:39 PM
Rank: Chief


Joined: 8/4/2010
Posts: 8,977
Friday 6 March 2009 the US market bull started. 6yrs later the bull is still charging and has recovered all the losses, retested the pre-GFC all time highs and posted new all time highs. The party still continues, but definitely one senses the music is about to stop. And when it does, that will be one nasty hangover.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Cde Monomotapa
#4497 Posted : Sunday, March 15, 2015 8:55:47 PM
Rank: Chief


Joined: 1/13/2011
Posts: 5,964
@hisah et al I suppose this is what we've been developing here. A good one to attend;


About Systems Thinking for Intelligent Management [Henley Business School] http://www.henleysa.ac.z...g-intelligent-marketing


If I may recall an old script; Thinking like women, and acting like men - in 3D. smile
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hisah
#4498 Posted : Monday, March 16, 2015 3:06:56 AM
Rank: Chief


Joined: 8/4/2010
Posts: 8,977
hisah wrote:
Oil has rebounded with some strength in February. But the snap rebound is not adding confidence to the trend change. Scope still remains a break below $40 if it fails to vault above $70.

Prints a new yr low as crude oil breaks below the 44 handle back to March 2009 levels!! Sub 40 is now a reality in coming weeks. Trend is still strong bearish.

Small oil producer nations need prayers Pray
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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hisah
#4499 Posted : Monday, March 16, 2015 3:17:01 AM
Rank: Chief


Joined: 8/4/2010
Posts: 8,977
Cde Monomotapa wrote:
@hisah et al I suppose this is what we've been developing here. A good one to attend;


About Systems Thinking for Intelligent Management [Henley Business School] http://www.henleysa.ac.z...g-intelligent-marketing


If I may recall an old script; Thinking like women, and acting like men - in 3D. smile

Interesting plus that man/woman quote.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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hisah
#4500 Posted : Tuesday, March 17, 2015 8:15:53 AM
Rank: Chief


Joined: 8/4/2010
Posts: 8,977
Major U.S. allies to join China-backed bank

Quote:
France, Germany and Italy have agreed to follow Britain's lead and join the Asian Infrastructure Investment Bank (AIIB), a major setback for Washington, the Financial Times reported.

In China, the state-owned Xinhua news agency said South Korea, Switzerland and Luxembourg were also considering joining.


The global financial system is getting a major reorder without a world war!!! Indeed the hegemony is unable to stop this brewing challenge.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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