Discover and read the best of Twitter Threads about #liquiditycrisis
Most recents (5)
A Dark Age Winter of Discontent in Europe Part 3 - On the brink of a banking crisis, energy shortage, hard landing recession, food insecurity, and collapse of industrial base and households - by @TraderStef #DarkAge3 #EnergyShortage #FoodInsecurity #Winter crushthestreet.com/articles/break… 
#DarkAge3 #EnergyShortage #FoodInsecurity #Winter - "An Arctic chill blowing across western #Europe through next week will be the first test of how willing people are to delay switching on the heating in a bid to save energy and ease household budgets." bloomberg.com/news/articles/…
#DarkAge3 #EnergyShortage #FoodInsecurity #Winter - #manfacturing European Industries Shut Down Even Before Winter Months Set In inventiva.co.in/stories/europe…
Welcome to the Most Anticipated Recession in History–Part 2 -It's a #GlobalRecession & #LiquidityCrisis. Consumer perspective shaped by what’s going on in their own world despite politicos ignoring the chaos - by @TraderStef for @crushthestreet #Recession
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Dear all. #Deflation is here as forecasted. #Oil and #Commodities etc. are declining rapidly towards targets I have put up here in #HZupdates. We are still to see the major fall-outs. The situation is dire! CBs are fully committed to sacrifice the currencies to save the economy!
#Oil has reach the target of ~20 USD. But - I don't think we have seen the bottom yet! Why? Technical. I think we will see a triangle forming as wave iv - before Oil plunges towards its final target ~10 USD. Deflation not done despite massive CB and fiscal intervention!
#CRB has also reached the target area. Still, I expect further lows - following some sideways consolidation. Throw-over is to be expected for a Ending Diagonal. The significance of the bottom cannot be over-emphasized. This is a SECULAR BOTTOM - and the final low for inflation!
"Something is Breaking!" and we are going to see decades worth of developments in the span of few weeks or months. #Coronavirus has been the trigger of the #Deflation, I have been expecting for so long. It is now here! Stay tuned for #HZupdates to get my view on markets
"Something is Breaking" has been taken from zerohedge.com/markets/someth…. We are observing an extreme USD Shortage developing fast and it is going to cause a wild #DXY rally the coming weeks & months. Chart of FRA/OIS provides overview of the severity of the developing USD shortage
My #DXY model supports this macro outlook exactly. Correction from late 2019 has concluded and DXY will now explode higher in 5 impulsive waves higher to target ~111. I expect this move to reach target ~Mid-2020. The consequences of a strong DXY will be wide-spread. #Deflation
Government, on August 13, issued a 'Scheme to provide a one-time partial credit guarantee to PSBs for purchase of pooled assets of financially sound NBFCs'. This scheme is a step in right direction towards solving the liquidity crunch that NBFCs are faced with. Thread (1/12)
It may be recalled that the Finance Minister, in her budget speech, had made an announcement to this effect. Thid scheme attempts to address temporary asset liability mismatches of NBFCs/HFCs so that they don't have to resort to distress sale owing to paucity of liquidity. 2/12
The major features of this scheme are:
A) It is a one time guarantee provided by GoI, for a period of 24 months.
B) The schemes is only applicable to PSU banks for first loss of up to 10%
C) Guarantee can be invoked if the credit rating of the pool goes to 'D' (default). 3/12
A) It is a one time guarantee provided by GoI, for a period of 24 months.
B) The schemes is only applicable to PSU banks for first loss of up to 10%
C) Guarantee can be invoked if the credit rating of the pool goes to 'D' (default). 3/12
