User Panel
User Panel
User Panel
|
Posted: 8/23/2017 12:24:41 PM EDT
HSBC, Citigroup, Morgan Stanley say end of market boom is nigh
Breakdown in trading patterns is signal to get out soon HSBC Holdings Plc, Citigroup Inc. and Morgan Stanley see mounting evidence that global markets are in the last stage of their rallies before a downturn in the business cycle. Analysts at the Wall Street behemoths cite signals including the breakdown of long-standing relationships between stocks, bonds and commodities as well as investors ignoring valuation fundamentals and data. It all means stock and credit markets are at risk of a painful drop. “Equities have become less correlated with FX, FX has become less correlated with rates, and everything has become less sensitive to oil,” Andrew Sheets, Morgan Stanley’s chief cross-asset strategist, wrote in a note published Tuesday. His bank’s model shows assets across the world are the least correlated in almost a decade, even after U.S. stocks joined high-yield credit in a selloff triggered this month by President Donald Trump’s political standoff with North Korea and racial violence in Virginia. Just like they did in the run-up to the 2007 crisis, investors are pricing assets based on the risks specific to an individual security and industry, and shrugging off broader drivers, such as the latest release of manufacturing data, the model shows. As traders look for excuses to stay bullish, traditional relationships within and between asset classes tend to break down. Maybe it'll happen on a Monday? 
|
|
|
|
Posted: 8/23/2017 12:25:45 PM EDT
[#1]
"Signals"....Got it.
|
|
|
|
Posted: 8/23/2017 12:28:58 PM EDT
[#2]
So market uncertainty driven by world uncertainty might lead to a downturn. Got it.
|
|
|
|
Posted: 8/23/2017 12:31:41 PM EDT
[#3]
|
|
|
|
Posted: 8/23/2017 12:32:11 PM EDT
[#4]
yawn
|
|
|
|
Posted: 8/23/2017 12:34:33 PM EDT
[#5]
Quick! Short everything! Monday is just five days away.
|
|
|
|
Posted: 8/23/2017 12:36:33 PM EDT
[#6]
Doubt it. We haven't had a a major correction in almost 10 years, why would we suddenly have one now?
|
|
|
|
Posted: 8/23/2017 12:37:43 PM EDT
[#7]
Monday®
|
|
|
|
Posted: 8/23/2017 12:38:23 PM EDT
[#8]
|
|
|
|
Posted: 8/23/2017 12:43:00 PM EDT
[#9]
Wishful think by liberals
|
|
|
|
Posted: 8/23/2017 12:43:37 PM EDT
[#10]
market is overbought. i dont know what the definition of correction is so i cant say for sure. but i expect the market to fall. i dont expect something like 2007 2008 unless there is some significant bubble like the housing/real estate/mortgage of the last correction or the hugely overpriced NASDAQ before the dotcom meltdown. but its coming.
all bets are off though if something crazy happens, something with trump or something with NK. big boys are poised for the shorts simply waiting for the signal when all prisoners will be released. |
|
|
|
Posted: 8/23/2017 12:44:08 PM EDT
[#11]
Quote HistoryQuoted:
Doubt it. We haven't had a a major correction in almost 10 years, why would we suddenly have one now? 
(June 26, 1999) 
(September 30, 1999) 
(December 2001) |
|
|
|
Posted: 8/23/2017 12:44:17 PM EDT
[#12]
Let's see what Yellen has to say today out there in the Hole
Krazy Kim is a wild card as are the local communists,the GOPe,NeoCons,RINOs their compatriots in Antifa and BLM Chinese lukewarm friendship with Kim makes the world real confident with the Yuan as reserve currency. The USD where else are they gonna go? |
|
|
|
Posted: 8/23/2017 12:49:19 PM EDT
[#13]
Damn, I just put a buy order in.
|
|
|
|
Posted: 8/23/2017 12:51:29 PM EDT
[#14]
@gym007
you'll be vindicated soon, broseph |
|
|
|
Posted: 8/23/2017 12:51:39 PM EDT
[#15]
Quote HistoryQuoted:
Doubt it. We haven't had a a major correction in almost 10 years, why would we suddenly have one now? The very fact that there hasn't been a correction is an indication that one is due. |
|
|
|
Posted: 8/23/2017 12:52:25 PM EDT
[#16]
Awesome- I have some cash incoming...
|
|
|
|
Posted: 8/23/2017 12:53:26 PM EDT
[#17]
Isn't that a bit like saying the sun will set tonight?
And then come up again tomorrow morning? No shit, in other words |
|
|
|
Posted: 8/23/2017 12:53:35 PM EDT
[#18]
Quote HistoryQuoted:
market is overbought. i dont know what the definition of correction is so i cant say for sure. but i expect the market to fall. i dont expect something like 2007 2008 unless there is some significant bubble like the housing/real estate/mortgage of the last correction or the hugely overpriced NASDAQ before the dotcom meltdown. but its coming. all bets are off though if something crazy happens, something with trump or something with NK. big boys are poised for the shorts simply waiting for the signal when all prisoners will be released. |
|
|
|
Posted: 8/23/2017 12:53:40 PM EDT
[#19]
Bulls and Bears make money, etc etc.
|
|
|
|
Posted: 8/23/2017 12:55:31 PM EDT
[#20]
Well unless you're planning on spending the money next year you'll be fine. In which case it shouldn't be in the market anyways.
|
|
|
|
Posted: 8/23/2017 12:58:52 PM EDT
[#21]
Quote HistoryQuoted:
Well unless you're planning on spending the money next year you'll be fine. In which case it shouldn't be in the market anyways. |
|
|
|
Posted: 8/23/2017 1:04:05 PM EDT
[#22]
Quote HistoryQuoted:
This Quote HistoryQuoted:
Quoted:
Well unless you're planning on spending the money next year you'll be fine. In which case it shouldn't be in the market anyways. |
|
|
|
Posted: 8/23/2017 1:05:10 PM EDT
[#23]
Quote HistoryQuoted:
market is overbought. i dont know what the definition of correction is so i cant say for sure. but i expect the market to fall. i dont expect something like 2007 2008 unless there is some significant bubble like the housing/real estate/mortgage of the last correction or the hugely overpriced NASDAQ before the dotcom meltdown. but its coming. all bets are off though if something crazy happens, something with trump or something with NK. big boys are poised for the shorts simply waiting for the signal when all prisoners will be released. |
|
|
|
Posted: 8/23/2017 1:11:45 PM EDT
[#24]
Quote HistoryQuoted:
Upward growth forever! |
|
|
|
Posted: 8/23/2017 1:14:00 PM EDT
[#25]
How many hundreds of millions will the bankers and CEOs make in bonuses for crashing the economy this time?
|
|
|
|
Posted: 8/23/2017 1:14:45 PM EDT
[#26]
Quote Historylol
Yet prices Increase Is it cause there aren't enough houses? Houses here are sold before they're even built... |
|
|
|
Posted: 8/23/2017 1:16:47 PM EDT
[#27]
Quote HistoryQuoted:
We're safe so long as we all believe that the price of tulips will never fall. Skinner: Well, I was wrong. The tulips are a godsend. Lisa: But isn't that a bit short-sighted? What happens when the price of tulips falls? Skinner: No problem. We simply unleash wave after wave of Adjustable Rate Mortgages. They'll prop up the tulips. Lisa: But aren't the ARMs even worse? Skinner: Yes, but we're prepared for that. We've lined up a fabulous type of long running car note and college debt that can't be discharged in bankruptcy. Lisa: But then we're stuck with new entries into the economy that will never escape debt and can never enter the middle class! Skinner: No, that's the beautiful part. When wintertime rolls around, those people will simply freeze to death. |
|
|
|
Posted: 8/23/2017 1:19:52 PM EDT
[#28]
The big banks shouldn't worry, we'll bail them out no matter what
|
|
|
|
Posted: 8/23/2017 1:31:07 PM EDT
[#29]
"We're gonna need a bigger bailout"
|
|
|
|
Posted: 8/23/2017 2:51:02 PM EDT
[#30]
Quote HistoryQuoted:
Doubt it. We haven't had a a major correction in almost 10 years, why would we suddenly have one now? 
All the things are overvalued. |
|
|
|
Posted: 8/23/2017 3:42:11 PM EDT
[#31]
Self fulfilling prophecy... Obviously the market is going to go down in the future, nobody knows when. I think the firms want it to so they can take gains and then invest again.
|
|
|
|
Posted: 8/23/2017 3:44:00 PM EDT
[#32]
did they call the pull back last year too?
|
|
|
|
Posted: 8/23/2017 3:44:26 PM EDT
[#33]
4chan posted some Rothschild fund report that stated the S&P is overvalued, trading at 25 times earnings, while the historical average is 15 times earnings.
|
|
|
|
Posted: 8/23/2017 3:47:56 PM EDT
[#34]
Quote HistoryQuoted:
Monday® |
|
|
|
Posted: 8/23/2017 3:48:35 PM EDT
[#35]
Quote HistoryQuoted:
The big banks shouldn't worry, we'll bail them out no matter what |
|
|
|
Posted: 8/23/2017 4:00:27 PM EDT
[#36]
I should be up to a little more than 25% cash in a couple of weeks.
I'll be ready... |
|
|
|
Posted: 8/23/2017 4:06:47 PM EDT
[#37]
Quote HistoryQuoted:
Per David Stockman, not this time. |
|
|
|
Posted: 8/23/2017 4:15:11 PM EDT
[#38]
Quote HistoryQuoted:
@gym007 you'll be vindicated soon, broseph 
|
|
|
|
Posted: 8/23/2017 4:29:11 PM EDT
[#39]
Quote HistoryQuoted:
How many hundreds of millions will the bankers and CEOs make in bonuses for crashing the economy this time? |
|
|
|
Posted: 8/23/2017 4:33:21 PM EDT
[#40]
US dollar has been rapidly loosing value since April.....most people didn't pay attention. 15% drop in value.
What also people don't realize is that the rise in stock prices is actually due to weakening US economy and thus USD. Weakening US dollar is good for US corporations with global footprint, makes their profits go up due to currency exchange effect. Fudds on the other hand think it's because economy is doing so well, hah. |
|
|
|
Posted: 8/23/2017 4:35:24 PM EDT
[#41]
Quote HistoryQuoted:
US dollar has been rapidly loosing value since April.....most people didn't pay attention. 15% drop in value. What also people don't realize is that the rise in stock prices is actually due to weakening US economy and thus USD. Weakening US dollar is good for US corporations with global footprint, makes their profits go up due to currency exchange effect. Fudds on the other hand think it's because economy is doing so well, hah. |
|
|
|
Posted: 8/23/2017 4:37:43 PM EDT
[#42]
Quote HistoryJust like last time, housing prices skyrocketed for no particular reason, greedy developers tried to beat each other to build more overpriced stick-homes, and then the market stopped when all those who could afford or wanted those things had one already.
It will bounce back faster, the loans weren't nearly as easy to get and resold as "securities". |
|
|
|
Posted: 8/23/2017 4:39:20 PM EDT
[#43]
Quote HistoryQuoted:
I've never understood how you have such a right-leaning economic ideology, yet it isn't reflected in your political ideology. They usually go together. What gives?  Both parties fear libertarians and attack them with fervor.
|
|
|
|
Posted: 8/23/2017 4:39:42 PM EDT
[#44]
Quote HistoryQuoted:
Just like last time, housing prices skyrocketed for no particular reason, greedy developers tried to beat each other to build more overpriced stick-homes, and then the market stopped when all those who could afford or wanted those things had one already. It will bounce back faster, the loans weren't nearly as easy to get and resold as "securities". |
|
|
|
Posted: 8/23/2017 4:43:54 PM EDT
[#45]
I generally look long term, no one to catch a knife- Dividends and interest, etc.
|
|
|
|
Posted: 8/23/2017 4:44:44 PM EDT
[#46]
And now it's a self fulfilling prophecy.
This is how this kind of shit gets started. |
|
|
|
Posted: 8/23/2017 4:45:19 PM EDT
[#47]
Quote HistoryQuoted:
Economically "conservative" while socially "liberal" is the definition of libertarian ideology. Both parties fear libertarians and attack them with fervor.loose/lose
|
|
|
|
Posted: 8/23/2017 4:45:59 PM EDT
[#48]
Quote HistoryQuoted:
Monday® 
|
|
|
|
Posted: 8/23/2017 4:46:34 PM EDT
[#49]
Quote HistoryQuoted:
Damn, I just put a buy order in.  Attached File |
|
|
|
Posted: 8/23/2017 4:47:08 PM EDT
[#50]
Quote HistoryQuoted:
So market uncertainty driven by world uncertainty might lead to a downturn. Got it. |
|
|
Win a FREE Membership!
Sign up for the ARFCOM weekly newsletter and be entered to win a free ARFCOM membership. One new winner* is announced every week!
You will receive an email every Friday morning featuring the latest chatter from the hottest topics, breaking news surrounding legislation, as well as exclusive deals only available to ARFCOM email subscribers.
AR15.COM is the world's largest firearm community and is a gathering place for firearm enthusiasts of all types.
From hunters and military members, to competition shooters and general firearm enthusiasts, we welcome anyone who values and respects the way of the firearm.
Subscribe to our monthly Newsletter to receive firearm news, product discounts from your favorite Industry Partners, and more.
Copyright © 1996-2024 AR15.COM LLC. All Rights Reserved.
Any use of this content without express written consent is prohibited.
AR15.Com reserves the right to overwrite or replace any affiliate, commercial, or monetizable links, posted by users, with our own.
