Deutschland: Negative Realzinsen bei den Spareinlagen halten an

Informative Übersicht - credit to Welt:

Quelle: welt.de

Deutschland: Inflationsraten steigen auf 10-Jahreshoch

Im Zuge der ausufernden, ultra-expansiven Geldpolitik der Notenbanken und dem Comeback der Energierohstoffe war es nur eine Frage der Zeit ist, bis die Inflationsraten wieder erheblich anziehen werden.

In Deutschland ist die jährliche Teuerungsrate im Oktober 2018 auf 2,5% gestiegen. Das ist die höchste offizielle deutsche Inflationsrate seit September 2008.

Hauptpreistreiber in den letzten Monaten waren die Energiepreise (vor allem der Ölpreis), die Löhne (florierender Arbeitsmarkt) und Konsumgüter. Der nächste Chart zeigt Ihnen den starken Anstieg der Teuerungsraten in Deutschland seit Anfang 2015 auf. Damals notierte die Inflation auf der Nulllinie. Die steigende Inflation wirkt sich im europäischen Niedrigzinsumfeld weiter sehr negativ auf die Sparer aus.

Quelle: https://www.solit-kapital.de/, www.goldseiten.de

Dollar-Index erreicht neues Jahreshoch, Euro verzeichnet historische Verlustserie

Der viel beachtete USD-Index brach in den letzten Tagen über die markante Marke von 100 aus (Momentaufnahme) und erreichte ein neues Mehrjahreshoch. Parallel steigen die Chancen einer Zinserhöhung in den USA im Dezember auf den höchsten Stand YTD. Währenddessen befinden sich Euro und Yen zum US-Dollar in einem historischen Fall. Hierzu zwei aufschlussreiche Charts:

Quelle: bloomberg.com

Quelle: bloomberg.com

Gold, Goldminen: The Midas Touch Consulting Report 12th of October 2016

Das neuste Update: http://us2.campaign-archive1.com/?u=782363159fbc9257a5256cdde&id=be7d36967a

Quelle: http://us2.campaign-archive1.com/?u=782363159fbc9257a5256cdde&id=be7d36967a

US-Arbeitsmarktdaten verfehlen Erwartungen, Chancen für eine Zinserhöhung fallen erneut zurück

Die traditionelle Muppet Show geht weiter:

Payrolls Rise 156K, Missing Expectations, Unemployment Rate Rises To 5.0%

by Tyler Durden

Oct 7, 2016 8:34 AM

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With Wall Street all bulled up on the economy, expecting a print of 175K while the whipser number was decidedly higher, and closer to 200K thanks to Goldman's optimism, moments ago the BLS reported that in September the US created only 156K jobs, missing expectations, and down from the upward revised 167K in August, leaving the question of whether the Fed will hike imminently, unanswered. 

However, offsetting the September miss, last month's disappointing print of 151K was revised to 167K. At the same time, the change in total nonfarm payroll employment for July was revised down from +275,000 to +252,000. With these revisions, employment  gains in July and August combined were 7,000 less than previously reported. Over the past 3 months, job gains have averaged 192,000 per month. 

The household survey employment number of 151.968MM was 354K bigger than last month, and pushed the annual increase higher by 2.0%, the biggest since March 2016..

Link: http://www.zerohedge.com/news/2016-10-07/payrolls-rise-156k-missing-expectations-unemployment-rate-rises-50

Gold Leads, Bonds Bleed As Jobs Miss Sends Rate-Hike Odds Tumbling

by Tyler Durden

Oct 7, 2016 8:49 AM

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The highest unemployment rate since April sent rate hike odds for November tumbling from almost 30 to around 15%. The kneejerk in stocks faded, bond yields surged, gold is leading the post-payrolls run...

Nov rate hike odds are tumbling but Dec is marginally higher..

Sending the USD lower...

Link: http://www.zerohedge.com/news/2016-10-07/gold-leads-bonds-bleed-jobs-miss-sends-rate-hike-odds-tumbling

Part-Time Jobs Soar By 430,000 As Multiple Jobholders Surge To August 2008 Levels

by Tyler Durden

Oct 7, 2016 9:18 AM

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While today's headline jobs print was somewhat disappointing, with the Establishment Survey missing the expected print of 175K, and growing by 156K, it was offset by a far higher 354K jump in the household survey which offset last month's weakness. But while the quantitative headline aspect is open to interpretation, the qualitative component of the September jobs print was downright ugly for two key reasons.

First, looking at the composition of jobs, full-time jobs declined by 5,000 to 142,296K while part-time jobs soared by 430,000...

... the biggest monthly jump since February..

Link: http://www.zerohedge.com/news/2016-10-07/part-time-jobs-soar-430000-multiple-jobholders-surge-august-2008-levels

USA: Inflationserwartungen ziehen an

Mögliche Vorboten einer steigenden Inflation und der nächsten Zinserhöhung in den USA..

Quelle: https://fred.stlouisfed.org/series/T5YIFR

Folgen der Niedrigzinsphase und Liquiditätsflut: Volumen der Unternehmensanleihen erreicht neues Rekordhoch

Very scary..

Quelle: BofA Merril Lynch

Geldpolitik: Keine Zinserhöhung in den USA, FED über Kurs der amerikanischen Geldpolitik zerstritten

Wie erwartet lässt die FED die Zinsen unverändert. Die Mitglieder des FOMC-Führungsgremiums sind sich zunehmend uneinig über die Entwicklung der geldpolitischen Maßnahmen..

Divided Fed Holds Fire, Signals 2016 Rate Increase Still Likely

September 21, 2016 — 8:00 PM CESTUpdated on September 21, 2016 — 8:48 PM CEST

A divided Federal Reserve left its policy interest rate unchanged to await more evidence of progress toward its goals, while projecting that an increase is still likely by year-end.

“Near-term risks to the economic outlook appear roughly balanced,” the Federal Open Market Committee said in its statement Wednesday after a two-day meeting in Washington. “The Committee judges that the case for an increase in the federal funds rate has strengthened but decided, for the time being, to wait for further evidence of continued progress toward its objectives..”

Link: http://www.bloomberg.com/news/articles/2016-09-21/fed-leaves-rates-unchanged-signals-2016-hike-still-likely

Quelle: zerohedge.com

First Majestic Silver: Neues Interview mit CEO & Gründer Keith Neumeyer

Informatives Update vom Chef bei First Majestic Silver (AG) und First Mining Finance (V.FF):

An Update from Keith Neumeyer of First Majestic Silver

By Turd Ferguson | Saturday, September 17, 2016 at 9:21 am

Download Podcast (Right Click + 'Save As')

Last week, I had the privilege of once again speaking with Keith Neumeyer, CEO of First Majestic Silver and chairman of First Mining Finance. If you hold shares in either of these companies, you should be sure to give this a listen.

With all that's going on in the world, this update from Keith could not have been more timely. Over the course of this 16-minute call, Keith addresses:

• The global supply/demand dynamics for silver and his opinion of derivative trading on the Comex
• An update on the 2016 run-up in the share price of First Majestic as well as his thoughts on the recent pullback in the sector
• The recent spinoff of three projects from the portfolio of First Mining Finance to a newly-created exploration company called Silver One Resources.

Again, anyone with holdings in AG or FF will certainly find this information worthwhile. Please take the time to give this podcast a thorough listen.

Link: http://www.tfmetalsreport.com/podcast/7860/update-keith-neumeyer-first-majestic-silver

Quelle: stockcharts.com