Anonymous ID: c87d1c June 17, 2019, 2:39 a.m. No.6769958   🗄️.is đź”—kun

>>6769921

>DB “May” survive IF ECB gives them a rate hike.

>Is that possible?

Sure anything possible but the owners of both EU and FRB central banks need a cut to catch up with the dwindling yields the debt have been seeing.

They should have been taken out after the 2008 crash but since they then decided to go full retard and create the greek debt crisis, spanish issues, and just about everything else in mainland europe and beyond it was always going to fail.

>The rate change may be THE Trump card. Yes, if they cut the markets should go up but, should.

>You can’t fight the FED.

You can now!

>Can you sink them ALL?

We'll soon find out but I'm staying up now, fuck sleep

Anonymous ID: c87d1c June 17, 2019, 3:07 a.m. No.6770000   🗄️.is đź”—kun   >>0091

>>6769994

and the real mind-screw is that futures are reacting as if nothing wrong. Betcha the lights were on in the upstairs offices in NYC when they knew about this hours ago-(any anons in NYC?-kek) Now every piece of paper that is tied to that steaming pile is going to be tagged as a bad non-performing asset, even with the ability to mark them wherever they want-the mark-to-market vs mark-to-model stuff posted in lb.

https://www.bloomberg.com/markets/stocks/futures

Anonymous ID: c87d1c June 17, 2019, 3:23 a.m. No.6770020   🗄️.is đź”—kun   >>0194 >>0461 >>0637

>>6770007

>>6770013

 

> so DB is creating a bank wherein investors will take a bath?

yes and no, what this will do is allow the system to purchase these bad assets under a regulatory framework. What the original TARP bailout was presented as, but they did not do this in the way or scale they originally sold it to everyone as. They used the TARP money to re-capitalize the zombie banks to keep the game going.

 

The Bad Bank solution

 

Under the Bad Bank approach, the authorities either purchase toxic assets from the banks that made the toxic investments/loans, or they guarantee (insure) these toxic assets.

EU being set up to insure all this shit.

 

*Toxic assets are assets whose fair value cannot be determined with any degree of accuracy.

this is bullshit, always price inputs for anything, they just don't want to use them.

*Clean assets are assets whose fair value can easily be determined.

Under the Bad Bank approach, the legacy banks, either sans the toxic assets or with the toxic assets guaranteed by the state, live to fight another day.

they are using this to gain moar time-may work for a bit but ultimately this has to be dealt with in a different way.

some text from here

https://voxeu.org/article/zombie-solutions-good-bank-vs-bad-bank-approaches

Anonymous ID: c87d1c June 17, 2019, 3:33 a.m. No.6770043   🗄️.is đź”—kun   >>0055 >>0058

>>6770023

can't habben like that. How would that be determined is one thing and the other is that there are too many stupid people who will do the same thing. the only way to do that (in the way you describe) is to have a spending tax. Drop the IRS, all these bullshit federal taxes on phone bills, insurance, gas taxes-long list and that just a few-and implement a spending or "stupid tax" to keep the idiots from doing this again. The rich spend a lot so make them have to stump up a 15-30% tax on being flashy and stupid with money.

Anonymous ID: c87d1c June 17, 2019, 3:48 a.m. No.6770073   🗄️.is đź”—kun   >>0093 >>0095

>>6770055

>should have all debt wiped and 5 grand put in bank account.

Give people "free money" and they will be stupid with it again. Your own statement above posits that is a solution to all this.

I asked how you would determine who deserves it? impossible to do. This only habbens once and cannot be fucked up.

Are you going to trust giving 5 large to anyone who can be determined to have been responsible?

It's the same argument as reparations since that would fuck this country even moar, everyone in the hood would have a cadillac and own a record label.

 

>>6770058

'dey has fuck'em all

Anonymous ID: c87d1c June 17, 2019, 4:05 a.m. No.6770112   🗄️.is đź”—kun   >>0131

>>6770093

the only thing funny is your stupidity. Never said I was against taking seized assets and re-distributing them, that is your inference to a total lack of how inflation works. Do this, in the basic and general way you described it at first, and we're right back here in 5 years or less.

It's only after your basic statement got picked apart, easily, i might add, and you then come back to 'explain it'.

>should have all debt wiped and 5 grand put in bank account.

Again your words

>Don't project that people are stupid…

you did a fabulous job do start it off, try visualizing what you say before you say it.

Glad you're not in charge.

Anonymous ID: c87d1c June 17, 2019, 4:07 a.m. No.6770117   🗄️.is đź”—kun

>>6770095

get rid of student debt as they got jack shit for big money. Can't just wipe it all clean though. Country still needs to function. Still need parts of old system to work with new one. Muh regs are needed but they must also be enforced, this a big problem on why we are here.

Anonymous ID: c87d1c June 17, 2019, 4:35 a.m. No.6770198   🗄️.is đź”—kun

>>6770091

yes, you know why that movie was made right? To show everyone that despite all this "shit" we still go on. Gonna be some pain but hopefully not on our side too much. The whole premise of the lehman ceo character acting first was bullshit though, it was a centrally planned event.

Anonymous ID: c87d1c June 17, 2019, 5 a.m. No.6770266   🗄️.is đź”—kun   >>0434 >>0461 >>0637

Huawei says U.S. ban hurting more than expected, to wipe $30 billion off revenue

HONG KONG (Reuters) - China’s Huawei Technologies Co Ltd has taken a harder-than-expected hit from a U.S. ban, the company’s founder and CEO Ren Zhengfei said, and slashed revenue expectations for the year.

Ren’s downbeat assessment that the ban will hit revenue by $30 billion, the first time Huawei has quantified the impact of the U.S. action, comes as a surprise after weeks of defiant comments from company executives who maintained Huawei was technologically self-sufficient.

 

The United States has put Huawei on an export blacklist citing national security issues, barring U.S. suppliers from selling to the world’s largest telecommunications equipment maker and No.2 maker of smartphones, without special approval.

 

The firm has denied its products pose a security threat.

 

The ban has forced companies, including Alphabet Inc’s Google and British chip designer ARM to limit or cease their relationships with the Chinese company.

 

Huawei had not expected that U.S. determination to “crack” the company would be “so strong and so pervasive”, Ren said, speaking at the company’s Shenzhen headquarters on Monday.

 

Two U.S. tech experts, George Gilder and Nicholas Negroponte, also joined the session.

 

“We did not expect they would attack us on so many aspects,” Ren said, adding he expects a revival in business in 2021.

 

“We cannot get components supply, cannot participate in many international organizations, cannot work closely with many universities, cannot use anything with U.S. components, and cannot even establish connection with networks that use such components.”

 

Huawei, which turned in a revenue of 721.2 billion yuan ($104 billion) last year, expects revenue of around $100 billion this year and the next, Ren said. This compares to an initial target for a growth in 2019 to between $125 billion and $130 billion depending on foreign exchange fluctuations.

Ren’s downbeat assessment that the ban will hit revenue by $30 billion, the first time Huawei has quantified the impact of the U.S. action, comes as a surprise after weeks of defiant comments from company executives who maintained Huawei was technologically self-sufficient.

 

The United States has put Huawei on an export blacklist citing national security issues, barring U.S. suppliers from selling to the world’s largest telecommunications equipment maker and No.2 maker of smartphones, without special approval.

 

The firm has denied its products pose a security threat.

 

The ban has forced companies, including Alphabet Inc’s Google and British chip designer ARM to limit or cease their relationships with the Chinese company.

 

Huawei had not expected that U.S. determination to “crack” the company would be “so strong and so pervasive”, Ren said, speaking at the company’s Shenzhen headquarters on Monday.

 

Two U.S. tech experts, George Gilder and Nicholas Negroponte, also joined the session.

 

“We did not expect they would attack us on so many aspects,” Ren said, adding he expects a revival in business in 2021.

 

“We cannot get components supply, cannot participate in many international organizations, cannot work closely with many universities, cannot use anything with U.S. components, and cannot even establish connection with networks that use such components.”

 

Huawei, which turned in a revenue of 721.2 billion yuan ($104 billion) last year, expects revenue of around $100 billion this year and the next, Ren said. This compares to an initial target for a growth in 2019 to between $125 billion and $130 billion depending on foreign exchange fluctuations.

Negroponte, founder of the Massachusetts Institute of Technology Media Lab, said the U.S. ban was a mistake.

STFU sellout, you had a big hand in selling out the internet so go crawl back into your academic hole.

 

“Our president has already said publicly that he would reconsider Huawei if we can make a trade deal. So clearly that is not about national security,” he said.

 

“It is about something else,” Negroponte added.

 

Huawei’s smartphone sales have, however, been hit by the uncertainty. Ren said the firm’s international smartphone shipments plunged 40%. While he did not give the time period, a spokesman clarified the CEO was referring to the past month.

 

Bloomberg reported on Sunday that Huawei was preparing for a 40-60% drop in international smartphone shipments.

 

The CEO, however, said Huawei will not cut research and development spending despite the expected hit from the ban to the company’s finances and would not have large-scale layoffs.

https://www.reuters.com/article/us-huawei-tech-usa-revenue/huawei-says-u-s-ban-hurting-more-than-expected-to-wipe-30-billion-off-revenue-idUSKCN1TI0KL

Anonymous ID: c87d1c June 17, 2019, 5:54 a.m. No.6770413   🗄️.is đź”—kun

US Market Report-Holding Pattern Until FOMC meeting

All about the FOMC meeting (decision on Weds) and the news from Deutsche Bank, can see that in notables and in current bread.

>>6769756 lb Deutsche Bank to set up 50 billion euro bad bank

 

Some Headlines

Empire State manufacturing index posts largest-ever drop into negative territory in June

The Empire State manufacturing index plummeted 26.4 points to negative 8.6 in June, the New York Fed said Monday. That’s a record decline.

this increases odds of a cut.

https://www.marketwatch.com/story/empire-state-manufacturing-index-posts-largest-ever-drop-into-negative-territory-in-june-2019-06-17

See Cap#3

Pfizer bolsters cancer portfolio with $10.64 billion deal for Array

Pfizer Inc said on Monday it would acquire Array Biopharma Inc for $10.64 billion in cash to beef up its cancer portfolio as it faces rising generic competition for its blockbuster drugs.

https://www.reuters.com/article/us-array-biopharma-m-a-pfizer/pfizer-to-buy-cancer-drug-developer-array-for-10-64-billion-idUSKCN1TI15T?

 

Slow Start As Traders Brace For Huge Week For Global Markets

With the most important 2 weeks of the year looming dead ahead, on Monday U.S. equity futures drifted without conviction along with European stocks following a mixed session in Asia as a huge week

for central-bank decisions and policy gets underway, to be followed by the highly anticipated G-20 meeting in Osaka at the end of the month. Treasuries and gold dropped, the dollar was steady and

cryptos surged to new 2019 highs. As the Federal Reserve prepares to signal on Wednesday whether it is readying its first interest rate cut since the financial crisis (or isn't, and sends stocks plunging

as the gap between market expectations and Fed signalling is the widest it has ever been.

For now, traders are focusing on the dollar’s surge on Friday after above-forecast U.S. industrial output and sharp upward retail sales revisions, as well as upbeat consumer confidence, pushed back futures markets expectations of any quick Fed rate cut.

See cap#2 for futures and Cap#3 for the latest CME Fed Watch percentages for rate cut on Weds.

Earlier in the session, Asian equities fell 0.4% as a rebound in Hong Kong stocks failed to offset declines in Japan’s market.

The region’s chipmakers declined as Broadcom triggered a global sell-off after it slashed its full-year revenue forecast Friday amid escalating trade tensions.

Finally, as reported over the weekend, Bitcoin jumped overnight to $9,391.85, its highest level in 13 months, as institutions are now buying the crypto according to JPM. It was last quoted at $9,195.62, up 2.4%.

No major companies are scheduled to release earnings.

Collapsing inflation expectations also drove German bunds to touch a fresh all-time low of -0.270% intraday on Friday, but they ultimately retraced a touch to end the week -2.3bps lower (-1.8bps Friday) at -0.255%.

To see 5 year inflation swaps and 10 year bunds at these levels is not healthy. However can the ECB credibly persuade markets that they still have the tools to reverse these trends?

Bigly Problems here as now they must convince everyone they can insure Deutsche Banks 'bad bank solution'-they can try but it will ultimately fail, hold tight EU anons, bumpy ride ahead.

 

https://www.zerohedge.com/news/2019-06-17/slow-start-traders-brace-huge-week-global-markets?

https://www.bloomberg.com/markets/stocks/futures

https://www.dailyfx.com/crude-oil

https://www.marketwatch.com/investing/bond/tmubmusd10y

https://www.cmegroup.com/trading/interest-rates/countdown-to-fomc.html/

https://www.kitco.com/charts/livegold.html

Anonymous ID: c87d1c June 17, 2019, 6:17 a.m. No.6770499   🗄️.is đź”—kun

>>6770434

US Smartphone Market Share: By Quarter

 

Q1 2019 Highlights

 

The US smartphone market is a concentrated market with top 3 brands – Apple, Samsung and LG controlling 78% of the total shipments during the quarter. The market is saturating and replacement cycles are lengthening.

All the top three brands declined – Apple, Samsung, and LG. Motorola and Google were some of the notable gainers.

Apple is holding its market share (39%) in a declining US market, but volume mix is shifting to older devices.

https://www.counterpointresearch.com/us-market-smartphone-share/