—- A ForecastofOurEnergyFuture; WhyCommonSolutionsDon’tWork // OurFiniteWorld In order to understand what solutions to our energy predicament will or won’t work, it is necessary to understand the true nature of our energy predicament. Most solutions fail because analysts assume that the nature of our energy problem is quite different from what it really is. Analysts assume that our problem is a slowly developing long-term problem, when … Seguir leyendo A Forecast of Our Energy Future; Why Common Solutions Don’t Work

—- TheCarnageContinuesIn Asia As China PMIConfirmsContractionDeepening // ZeroHedge Following last week’s Flash PMI print of 49.6, the Final printforJanuary China Manufacturingdroppedfurtherto 49.5 confirming the contraction is deepening. JapanesestocksweredownthemostsinceAugustintheearlygoing as Nikkei futures extended the losses from the US day-session (and rather notably decoupled from USDJPY and breaking below 15,000). The Nikkei is heading for the worstmonthsinceMay 2012 (-8.66% so far). S&P futures tracked USDJPY as 102.00 … Seguir leyendo The Carnage Continues In Asia As China PMI Confirms Contraction Deepening

—- FedToEmergingMarkets: "Hasta La Vista, Baby" // ZeroHedge JustoutfromCiti’sStevenEnglander FedleavesEMtotwistinwind From the viewpoint of domestic US economic conditions the Statement is completely anodyne. From the point of view of EM, the Fed has just said “hasta la vista, baby”. The comment on US growth was a not surprising upgrade in the growth assessment – economic activity ‘picked up’ rather than ‘is expanding at a moderate … Seguir leyendo Fed To Emerging Markets: “Hasta La Vista, Baby”

—- NextEmergingMarketShock Comes FromSouthAfricaWhichUnexpectedlyHikesBy 50 bps // ZeroHedge First it was Turkey defending itself tooth and nail against Bernanke’s tapering, now it is South Africa, just as we predicted less than anhourago. SOUTH AFRICA RAISES BENCHMARK RATE TO 5.50% FROM 5.00%; EXPECTATION WAS FOR UNCHANGEDSOUTH AFRICA CENTRAL BANK RAISES BENCHMARK RATERAND STRENGTHENS AS CENTRAL BANK UNEXPECTEDLY RAISES REPO RATES. AFRICA’S MARCUS SAYS MOVE NOT INTENDED … Seguir leyendo Next Emerging Market Shock Comes From South Africa Which Unexpectedly Hikes By 50 bps

—- RussiaRubleCollapseEscalatesToRecordLow // ZeroHedge With all eyes on Russia over the next month as the Sochi Winter Olympics ramps up, we are sure having the market’s attention on a collapsing currency is not what Putin had in mind before he dropped $50 billion to make it snow. While the Ruble remains just above record lows against the USD, Bloomberg reports that it has dropped to … Seguir leyendo Russia Ruble Collapse Escalates To Record Low

—- ShockAndOuch: Turkish Central BankInterventionNowFullyFaded As Lira CollapseReturns // ZeroHedge Update: full meltdown mode now: Yesterday, themomentwhentheTurkish Central Bankinterventionwas jinxed was clearly marked by SocGen’s fawning Benoit Anne, who said "In any case, I definitely feel much better about the TRY, at least on a tactical basis. Hence we just entered a long TRY/ZAR targeting a tactical move to 5.10. TheTRY crisis isover." To which … Seguir leyendo Shock And Ouch: Turkish Central Bank Intervention Now Fully Faded As Lira Collapse Returns