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Why Deutsche Bank Selloffs are a Symptom of the Coming Crisis

By Mat Spasic |
It wasn’t quite the Lehmann Brothers moment that sent the global economy into a tailspin some eight year ago. But, in many ways, it could end up even worse than that. Deutsche Bank’s recent share market woes echo the first cracks that began appearing in the lead up to the 2008 financial crisis.
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NAB Business Confidence Shows Improvement, But Questions Remain

By Mat Spasic |
Confidence can be a tricky thing to measure. You can lose it as quickly as you gain it, without really understanding why. It doesn’t follow any logic because it isn’t tangible. It’s a mindset. And, quite often, it doesn’t take much to sap the confidence out of something. Business confidence works in much the same way. Companies are as sensitive to changes in the environment as people. The only difference is that when you’re struck by self-doubt, it might affect your mood, but there’s no real harm done. Yet when businesses get the yips, we all suffer for it.
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The Aussie Dollar Bounce That Won’t Last

By Mat Spasic |
The Australian dollar rose to a month-long high overnight, hitting 71.88 cents against the US dollar. The surge came amid growing suspicions the Fed may have to keep interest rates on hold for the rest of the year.
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What Really Drives Stock Market Returns?

By Matt Hibbard |
When it comes to income investing, it’s pretty easy to get focused on just a couple of key themes. If you’re like many else out there, the first place you might start is with the dividend yield.
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Why One Economist is Predicting Gold at US$8,000

By Mat Spasic |
Gold priced at US$8,000 sounds like something out of a children’s fable. When you consider that an ounce of gold fetches US$1,130 today, it’s not hard to see why. It seems a stretch to think that bullion could sell for seven times its current value anytime soon. And you’d imagine any such scenario would involve the end of the world too.
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Why the Market Gets it, and the Fed Doesn’t

By Greg Canavan |
This is a strange development. The market and the US Federal Reserve are diverging in their views. What’s going on? Has the Fed abandoned stock market punters? Is the famous ‘Fed put’ (the belief that the Fed will always support the market) a thing of the past?
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The Bank of Japan Just Postponed the Next Financial Crisis

By Mat Spasic |
The Bank of Japan (BoJ) stunned markets last Friday when it lowered interest rates to -0.1%. With rates already at zero, the BoJ joined the ranks of central banks that have pushed rates into negative territory. If you’re shocked by any of this, you haven’t been paying attention to what’s going on. Even though markets act surprised, they really shouldn’t be. Anyone that’s following what central banks have been doing would’ve seen the writing on the wall.
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Why the Great Aussie Dollar Collapse Still Looms in 2016

By Mat Spasic |
There would’ve been quite a number of glum faces around the Reserve Bank boardroom this morning. Overnight, the Aussie dollar gained on the greenback, hitting a high of US$0.71. It’s disappointing because, as the RBA never fails to remind us, a weak dollar is a good dollar. Don’t ask them to explain why. They’ll mention something about tourism, or education. Apparently, these are the new pillars the Australian economy is hanging its hat on. Well, whatever works, right?
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Rio Tinto’s Dividend Policy May Be on Its Last Legs

By Mat Spasic |
Rumours are circling that Rio Tinto [ASX:RIO] is set to announce changes to its dividend policy, which may take effect as early as August. With the ongoing volatility taking place across commodity markets, analysts expect Rio to cut its dividend outlook later this week.
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How Dividend Cuts Tell the Story of a Sickly Global Economy

By Mat Spasic |
Dividends have been making the news for all the wrong reasons of late. The guaranteed payouts, important in luring investors, look less cast-iron than they have for some time. These days, if companies aren’t slashing dividends, they’re probably planning on it. That’s the unavoidable by-product of operating it today’s stock market.
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The Baltic Dry Index Falls to Lowest Level on Record Ever

By Mat Spasic |
We’ve made a habit this past year of tracking the state of the Baltic Dry Index (BDI) at The Daily Reckoning. We feel it’s one of the least tainted global economic indicators available to us. What it says about the global economy will tell you more than any bull or bear stock market ever will.

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