Category Archive: 5) Global Macro

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Dollar Firm as Risk-Off Impulses Return

2019-09-25

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2019-09-25

Markets have moved into risk-off mode from a confluence of events emanating from the US. Speaker of the House Pelosi formally launched a formal impeachment inquiry; DOJ inserted itself into Trump’s fight with New York state. Trump’s speech to the UN General Assembly yesterday was noteworthy for its belligerence.

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ALERT?U.S. Economy Recession Inevitable On October 3, 2019!! (Charles Hugh Smith)

2019-09-25

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#Financial News #Silver News #Gold #Bix Weir #RoadToRoota #Kyle Bass #Realist News #Greg Mannarino #Rob Kirby #Reluctant Preppers #The Next Newss #Maneco64 #Mike Maloney #Gold Silver #Eric Sprott #Jim Rickards #David Morgan #Peter Schiff #Max Keiser #Robert Kiyosaki #SilverDoctors #Jim Willie #Clif High #Ron Paul# Pastor Williams #Bill Holter #Bo Polny # economic collapse #dollar …

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Financial Storm Clouds Gather

2019-09-25

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2019-09-25

Concentration of Stock Ownership by Wealth Bracket
The price of this "solution"--the undermining of the financial system--will eventually be paid in full. The financial storm clouds are gathering, and no, I'm not talking about impeachment or the Fed and repo troubles--I'm talking about much more serious structural issues, issues that cannot possibly be fixed within the existing financial system.

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Charles Hugh Smith: AMERICA IS UNPREPARED: TRILLIONS AT STAKE – WHOLE PENSIONS COULD VANISH!

2019-09-24

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EDUCATE YOURSELF IMMEDIATELY: LP(S) – Enemy LP(S) – Dead LP(S) – Ratio LP(L) – Top PREPARE FOR THE BEAR MARKET: LP(S) – Bear This Can Crack the USD Hegemony! GO IMMEDIATELY TO: https://www.WealthResearchGroup.com/Calicoin Lior Gantz Is Giving Access To His PERSONAL Treasure Trove, His Own Trades AT: https://www.wealthresearchgroup.com/mypicks/ Warren Buffett, Ray Dalio, Charlie Munger And …

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No Longer Hanging In, Europe May Have (Been) Broken Down

2019-09-24

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2019-09-24

Central Bank Failure, 1999-2017
Mario Draghi can thank Jay Powell at his retirement party. The latter being so inept as to allow federal funds, of all things, to take hold of global financial attention, everyone quickly shifted and forgot what a mess the ECB’s QE restart had been. But it’s not really one or the other, is it? Once it actually finishes, the takeaway from all of September should be the world’s two most important central banks each botching their...

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All-Stars #60 Jeff Snider: Deep dive on the Repo Blowup

2019-09-23

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Please visit our website www.macrovoices.com to register your free account to gain access to supporting materials.

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Confirm? U.S Economic Collapse On October 3, 2019 (Charles Hugh Smith)

2019-09-23

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#Financial News #Silver News #Gold #Bix Weir #RoadToRoota #Kyle Bass #Realist News #Greg Mannarino #Rob Kirby #Reluctant Preppers #The Next Newss #Maneco64 #Mike Maloney #Gold Silver #Eric Sprott #Jim Rickards #David Morgan #Peter Schiff #Max Keiser #Robert Kiyosaki #SilverDoctors #Jim Willie #Clif High #Ron Paul# Pastor Williams #Bill Holter #Bo Polny # economic collapse #dollar …

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? Warning About An Unstoppable Economic Collapse On October 3, 2019 (Charles Hugh Smith)

2019-09-23

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Contact advertising: Would you like to place ads on my youtube channel? Email: [email protected] Join discussion on Topic on Fan Page https://www.facebook.com/Economicpredictions/ Contact advertising :[email protected]

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Automation and the Crisis of Work

2019-09-23

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2019-09-23

Workers share of national income, 1994-2020
Technology, like natural selection, has no goal. When it comes to the impact of automation (robots, AI, etc.) on jobs, there are two schools of thought: one holds that technology has always created more and better jobs than it destroys, and this will continue to be the case.

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EM Preview for the Week Ahead

2019-09-22

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2019-09-22

We think the Fed has signaled that the bar to another cut is high.  Unless the US data weakens considerably, we see rates on hold for now and this means the liquidity story for EM has worsened.  Elsewhere, US-China trade talks appear to be going nowhere.  With no end in sight to the trade war, we remain negative on EM.

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What’s The Verdict On This Week?

2019-09-21

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2019-09-21

Money Markets Equivalents, 2009-2019
Jay Powell’s disastrous week is coming to a close, not yet his long nightmare. He has been battling fed funds (meaning repo) for his entire tenure dating back to February 2018. This week wasn’t the conclusion to the contest, just the latest and biggest round of it.

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Climate Change: The Economist live Q&A

2019-09-20

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Climate change is one of the biggest threats to humanity. What do you want to know about the consequences, action and policy surrounding it? Ask Oliver Morton, our senior editor who specialises in climate change and Sarah Collinson, the director of our film “Climate Change: can nature repair the planet?”: https://youtu.be/WRgv4V1ZxN4 Click here to subscribe …

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Dollar Mixed on Central Bank Thursday

2019-09-20

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2019-09-20

As expected, the Fed cut rates by 25 bp; the dollar firmed after the decision but has since given back some gains. During the North American session, there will be a fair amount of US data. BOE is expected to keep rates steady; UK reported August retail sales. SNB and BOJ kept rates steady, as expected; Norges Bank unexpectedly hiked 25 bp.

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The New Orthodoxy: Blasphemy, Heresy and the New Inquisition

2019-09-20

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2019-09-20

A corrupt Orthodoxy devoid of new ideas, an Orthodoxy devoted to maintaining the wealth, status and power of insiders regardless of cost, is a brittle, fragile, unstable system. When the ruling Elites sense their control of the populace is waning, they seek to regain full control via the imposition of a strict Orthodoxy, enforced by an Inquisition. We are living in just such an era.

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Climate Change: can nature repair the planet? | The Economist

2019-09-19

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A closer look at one of the most familiar responses offered to the climate crisis. What is the real story behind trees and climate change? See our research here: https://econ.st/32HXvXY Click here to subscribe to The Economist on YouTube: https://econ.st/2xvTKdy For more from Economist Films visit: http://films.economist.com/ Check out The Economist’s full video catalogue: http://econ.st/20IehQk …

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We Are UNWILLING PAWNS In The FED’s Game Of Financial Chess – Charles Hugh Smith Weighs In!

2019-09-19

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Subscribe to our Free Financial Newsletter: Crush The Street Charles Hugh Smith weights in on the FED’s dangerous game of financial chess with our economy, on top of that we dive deep into the correlation between our living standards and the stock market. With QE insanity all around, are Gold and Bitcoin the answer to …

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Markets That Live by the Fed, Die by the Fed

2019-09-19

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2019-09-19

S&P 500, 2000-2015
The "everything bubble" is not permanent. All eyes are again on the Federal Reserve, as everyone understands that the Fed is the market-- the stock market, the bond market, the art market, the housing market, etc. All markets have been driven higher by one force: central bank money creation and distribution to the financial sector of financiers and corporations, the richest of the rich.

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Climate change: the trouble with trees | The Economist

2019-09-18

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Tree-planting has been hailed as a solution to climate change. But how much can trees really do to tackle global warming? See our research here: https://econ.st/32HXvXY Click here to subscribe to The Economist on YouTube: https://econ.st/2xvTKdy Summer 2019 – More than 38,000 fires raged across the Amazon. Fires that were man-made. Over the past 50 …

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Some Thoughts on the Fed and Oil Shocks

2019-09-18

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2019-09-18

U.S. GDP Growth, Q1 1973-Q1 1982
Oil prices have spiked after the weekend attack on Saudi oil facilities.  Will it impact the Fed tomorrow?  No.  We compare the current (but still unfolding) situation to past oil shocks from the 1970s and discuss the policy responses taken.  

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Focus Is On The Pre-recession Condition

2019-09-18

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2019-09-18

Industrial Production, SA 2016-2019
Before the Great “Recession” ended the business cycle as we once knew it, there was a widely accepted concept known as stall speed. In the US, if GDP growth decelerated down to around 2% it suggested the system had reached a danger zone of sorts. In a such a weakened state, one good push, or shock, could send the economy plunging into recession.

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