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Global Insights audio-slides-10-28-11
 

Global Insights audio-slides-10-28-11

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The EU Summit communique is analysed in this audio, along with President Barack Obamas London Financial Times article. Why the article by a standing President, why a foreign paper financial, why now, ...

The EU Summit communique is analysed in this audio, along with President Barack Obamas London Financial Times article. Why the article by a standing President, why a foreign paper financial, why now, and who really is his intended audience? The EU Summit this week was only round one. Next weeks G20 meeting in Cannes France may be an even bigger surprise. It better be, because global economic and financial condition are deteriorating faster than even we had anticpated.
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  • Barack ObamaUS president writes on his agenda for global growth Financial Times
  • Barack ObamaUS president writes on his agenda for global growth Financial TimesWHY DID HE WRITE THIS ARTICLE, WHY NOW AND WHAT WAS HE REALLY SAYING?A FIREWALL TO STOP EUROPE’S CRISIS SPREADING G20 CANNES SUMMIT NEXT WEEK This is a set-up for the Bazooka Sarkozy shifting agenda from ‘austerity’ to ‘Growth’ America’s Job Act – 2M Jobs SURPLUS COUNTRIES MUST …. Support growth EXPORT COUNTRIES MUST…. Domestic growth - Greater exchange rate flexibility <<<< export , currency war going on hereChina Support for EFSF Klaus Regling, head of EFSF in Bejing – How do you do this when the deal wasn’t agreed to as a break through until 4 AM Thursday AM and he arrives in Bejing – with meetings arranged that PM???It was supposed to be BIG news that Sarkozy was calling China that afternoon.Says China has been a ‘good loyal buyer’ of EFSF Bonds – they just took it again in the ear!!!Asian Investors have bought 40% of EFSF BondsSTRINGS:
  • One condition China might ask for is that its contribution be at least partly denominated in renminbi, which would protect its investment against currency fluctuations. China would buy euro-denominated bonds but repayments would compensate for any changes in the value of the renminbi, which has appreciated nearly 20 per cent against the euro in the past three years.
  • ECB Buys Spain, Italy Debt WSJ http://online.wsj.com/article/SB10001424052970204505304577002041007966800.html?mod=WSJ_hp_LEFTTopStoriesAsian Investors have bought 40% of EFSF Bonds - According to head of EFSF, Klaus Regling
  • 1- Europeans Banks Selling to raise cash to cover lending (duration issues)2- China’s reaction & pressure to 2011 Tariff – Exchange Act which was recently approvedin the last 8 weeks foreigners have sold a unprecedented $93 billion across the custodial account bringing it to $3.392 trillion, the lowest since March 2011! So the next time someone asks where European banks are finding emergency liquidity now that commercial paper, money market and Libor Markets are all dead, you will have the answer.
  • helped by a rebound in auto production after Japan-related shutdowns this year. This would be an improvement from the economy's average 0.9% growth rate in the first half of the year.Recall, for starters, what it took to get here. A year ago, when the recovery first started losing momentum, the Federal Reserve embarked on a bond-buying program and the Obama administration pushed through a package of temporary payroll tax cuts and incentives to spur business investment. For all that, the U.S. is on track, even assuming a similar growth rate in the fourth quarter as the third, to expand less than 2% this year. That is well short of the 3.3% growth rate that economists polled back in January had expected from such measures.expiration in January of some stimulus measures DEFLATOR 2.2FOUR TIMES LARGERThere problem2.5 + 2.2 = 4.7%++++
  • Below is a chart outlining just that... real GDP going back to mid-1971, along with what real GDP would look like today if it grew at the 3.1% pace of growth it saw on average between June 1971 and June 2007. In addition, the yellow line is the difference between the two.current GDP is 11% below potential.
  • "You need the real money guys, the banks, to view [credit-default swaps] as a viable contract for CDS to be a real market," said Adam Fisher, chief investment officer at hedge fund Commonwealth Opportunity Master Fund Ltd., and a trader of sovereign credit-default swaps. The deal reached Thursday, he said, could "kill off the market."o CARTEL:Int' Swaps & Derviatives Assoc nodding agreement

Global Insights audio-slides-10-28-11 Global Insights audio-slides-10-28-11 Presentation Transcript

  • This chart accompanies the podcast recorded, October 28th 2011 WEEKLY WRAP Listen to the original podcast for this slide at either www.GordonTLong.com/GlobalInsights or www.TraderView.com/GlobalInsightsThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
  • This chart accompanies the podcast recorded, October 28th 2011 WEEKLY WRAP Listen to the original podcast for this slide at either www.GordonTLong.com/GlobalInsights or www.TraderView.com/GlobalInsightsThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
  • This chart accompanies the podcast recorded, October 28th 2011 WEEKLY WRAP Listen to the original podcast for this slide at either www.GordonTLong.com/GlobalInsights or www.TraderView.com/GlobalInsightsThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
  • This chart accompanies the podcast recorded, October 28th 2011 WEEKLY WRAP Listen to the original podcast for this slide at either www.GordonTLong.com/GlobalInsights or www.TraderView.com/GlobalInsightsThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
  • This chart accompanies the podcast recorded, October 28th 2011 WEEKLY WRAP Listen to the original podcast for this slide at either www.GordonTLong.com/GlobalInsights or www.TraderView.com/GlobalInsightsThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
  • This chart accompanies the podcast recorded, October 28th 2011 DON’T BE FOOLED! Listen to the original podcast for this slide at either www.GordonTLong.com/GlobalInsights or www.TraderView.com/GlobalInsightsThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
  • This chart accompanies the podcast recorded, October 28th 2011 DON’T BE FOOLED! Listen to the original podcast for this slide at either www.GordonTLong.com/GlobalInsights or www.TraderView.com/GlobalInsightsThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
  • This chart accompanies the podcast recorded, October 28th 2011 DON’T BE FOOLED! Listen to the original podcast for this slide at either www.GordonTLong.com/GlobalInsights or www.TraderView.com/GlobalInsightsThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
  • This chart accompanies the podcast recorded, October 28th 2011 WEEKLY WRAP Listen to the original podcast for this slide at either www.GordonTLong.com/GlobalInsights or www.TraderView.com/GlobalInsightsThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
  • This chart accompanies the podcast recorded, October 28th 2011 WEEKLY WRAP Listen to the original podcast for this slide at either www.GordonTLong.com/GlobalInsights or www.TraderView.com/GlobalInsightsThe content of this slide should not be considered investment advice of any sort, nor should it be used to make investment decisions. Use of thisslide is considered to be your explicit acceptance of the Disclosure Statement and the Terms of Use found on the last page of this document.
  • This chart accompanies the podcast recorded, October 28th 2011 WEEKLY WRAP DISCLOSURE STATEMENT AND TERMS OF USE THE CONTENT OF THIS SLIDE PRESENTATION AND ITS ACCOMPANYING RECORDED AUDIO DISCUSSION ARE INTENDED FOR EDUCATIONAL PURPOSES ONLY. This slide presentation and its accompanying recorded audio discussion are not a solicitation to trade or invest, and any analysis is the opinion of the author and is not to be used or relied upon as investment advice. Trading and investing can involve substantial risk of loss. Past performance is no guarantee of future returns/results. Commentary is only the opinions of the authors and should not to be used for investment decisions. You must carefully examine the risks associated with investing of any sort and whether investment programs are suitable for you. You should never invest or consider investments without a complete set of disclosure documents, and should consider the risks prior to investing. This slide presentation and its accompanying recorded audio discussion are not in any way a substitution for disclosure. Suitability of investing decisions rests solely with the investor. Your acknowledgement of this Disclosure and Term of Use Statement is a condition of access to it. Furthermore, any investments you may make are your sole responsibility. THERE IS RISK OF LOSS IN TRADING AND INVESTING OF ANY KIND. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.Listen to the original podcast for this slide at either www.GordonTLong.com/GlobalInsights or www.TraderView.com/GlobalInsights