Viewing articles by Bill Holter

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Bill Holter’s Commentary This is significant. China And Russia Look To Ditch Dollar With New Payments System In Move To Avoid Sanctions November 23, 2018 China and Russia are drafting a pact to boost the use of their national currencies in bilateral and international trade, underscoring their intent to cut their reliance on the US… Read more »

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Bill Holter’s Commentary Wiping out nearly two years of “growth”… “It Could Never Happen Again…Right?” November 20, 2018 Is it really different this time?               FANG Stocks just hit 10-month lows…             More… Bill Holter’s Commentary In Texas they call this “one drunk holding… Read more »

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Bill Holter’s Commentary Again, it is all about credit. This is from Reuters, disseminated by NBC. They will say you were politely and correctly warned… Household Debt Hit A Record High Of $13.5 Trillion Last Quarter November 16, 2018 The total debt shouldered by Americans has hit another record high, rising to $13.5 trillion in… Read more »

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Bill Holter’s Commentary What could possibly go wrong? Sounding the Alarm on Leveraged Lending November 15, 2018 By Tobias Adrian, Fabio Natalucci, and Thomas Piontek We warned in the most recent Global Financial Stability Report that speculative excesses in some financial markets may be approaching a threatening level. For evidence, look no further than the… Read more »

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Bill Holter’s Commentary Again, it is all about credit. Foreign Investors Reduce Chinese Bond Holdings For The First Time Since Feb 2017: Why This Matters November 12, 2018 Three months ago, something unprecedented happened to China’s economy: for the first time since 1998, China reported a current account deficit for the first half of the… Read more »