Viewing articles by Bill Holter

Posted by & filed under Bill Holter.

We have been telling you it is all about credit for years…you will soon see the real world reasons why. It is clear the real global economy was already seriously slowing down in Q4 prior to the coronavirus outbreak. Now, China who has been the supplier to the world and the great hope to be… Read more »

Posted by & filed under In The News.

Bill Holter’s Commentary As we tried to relay to subscribers earlier today. “It is ALL about credit”! You will understand this shortly… Coronavirus Paralyzes Global Credit Market As New Issuance Crashes To Zero February 26, 2020 In the early days, when virtually nobody paid attention to the coronavirus pandemic which China was doing everything in… Read more »

Posted by & filed under In The News.

Bill Holter’s Commentary As we have been stressing for several weeks, economic contraction due to slack demand and supply chain issues. Central banks do not have a tool to create an antidote, nor can they “print” people back to work. Be assured, there will be credit market ramifications, and we all know it is all… Read more »

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Bill Holter’s Commentary In the best interest of our country or not? And why would it need to be secret? Source: Democrat Senator Held Secret Meeting In Munich With Iranian Foreign Minister ZarifFebruary 17, 2020 Sen. Chris Murphy of Connecticut and other Democratic senators had a secret meeting with Iranian Foreign Minister Mohammad Javad Zarif… Read more »

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Bill Holter’s Commentary And this was BEFORE the coronavirus… Largest Shipping Decline Since 2009 and That’s Before CoronavirusFebruary 18, 2020 The January Cass Freight Shipping Index is more bad news for the global economy. The Cass Freight Shipping Index is down 9.4% year-over-year, the largest decline since 2009. And this is for January, before the… Read more »

Posted by & filed under Jim's Mailbox.

Jim/Bill, Telegraphing what’s to come. The “Golden Swan”? “Of course, dumping US Treasuries would impede China’s economic growth if dollar assets were sold and converted back into renminbi (which would appreciate). But China could diversify its reserves by converting them into another liquid asset that is less vulnerable to US primary or secondary sanctions, namely… Read more »

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Bill Holter’s Commentary The latest from John Williams’ www.shadowstats.com – January 2020 CASS Freight Index Dropped by 9.4% (-9.4%) Year-to-Year– Current, Deepening Annual Declines in Freight Activity Increasingly Resemble the Onset of the Great Recession– Deepening Annual Declines in Freight Activity Are Not Consistent With a Booming Economy– They Also Do Not Support FOMC Claims… Read more »