Good economic news from the US, EU and China!

[Wind_FURY]

They should stick to the plan.

Maybe they stick to the plan, but the investors have other ideas and want to do what they normally do, make a profit. Obviously, their bags are more than full and they decided to move the market in a positive direction, regardless of whether they know it can backfire on them.

One part of the article from the OP perhaps best describes the current situation:

The market is like a child looking for ice cream. The parents say 'no', but the child continues to ask for ice cream because the parents used to give in. So the market still expects to get ice cream, but not as quickly as it thought...

In the United States, and other regions that have high inflation/price instability, that would definitely make it easier for the cabal behind Central Banks to do more rate hikes/QT. The POINT of tightening, to end inflation, is to keep removing liquidity from the system and cause a recession. The cabal would never admit that, but that's the effect of QT. It's a necessary effect to lower demand. Plus IF the Federal Reserve/Central Banks give in prematurely and actually GIVE the "children" their ice cream, it would cause higher inflation which would cause another round of QT/tightening/rate hikes.

[justdimin]

In the United States, and other regions that have high inflation/price instability, that would definitely make it easier for the cabal behind Central Banks to do more rate hikes/QT. The POINT of tightening, to end inflation, is to keep removing liquidity from the system and cause a recession. The cabal would never admit that, but that's the effect of QT. It's a necessary effect to lower demand. Plus IF the Federal Reserve/Central Banks give in prematurely and actually GIVE the "children" their ice cream, it would cause higher inflation which would cause another round of QT/tightening/rate hikes.

I guess that they will eventually do that. It's not sustainable to have this kind of returns at this point because banks are forced to give a return, and if they fail to do that then it's going to suck so bad for them. I mean right now with the way things are, they can't just give out loans, it would be bad business if they give out loans at high rate, not for them but to whoever that gets the loan.

You may think mortgages of a middle income house is why loans are taken, but it's mainly companies that are taking billions and billions every year on loans to grow, and if they don't, then recession will hit too hard. Hence why they should be careful with the high interest rates.

[Lucius]

~snip~

I don't want us to get into politics because that has no place in this board, but I agree with you that many underestimated Ukraine and that they still underestimate it and hesitate to help it in an adequate way - if there was more courage, the war could end within 3-6 months, they just need to be given the weapons they are looking for.

As for the Russian economic picture, it is getting uglier as time goes on. Of the previous 150 billion cubic meters of gas that Russia delivered through gas pipelines, they now sell about 16 billion cubic meters to China, and a little bit via LNG. It is similar with the quantities of oil and the price they achieve for the same, and apart from China and India, it is increasingly difficult to find customers and make a profit.

Gas storages are well filled in Europe and due to the mild winter, they will not be empty and will further facilitate the entire energy situation for next winter. Russia is also losing its place in the sale of key minerals because various other deposits have been activated around the world and in the near future it will be able to cover all the needs of the world.

The problems that arose from the fact that many countries were dependent on Russia are getting smaller, but it will still take some time for everything to fall into place.