Category Archive: 5) Global Macro

That System Is Completely And Incredibly Unfair

The system is quite unfair and this is the problem in itself.

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Things Change: Charles Hugh Smith

Https://rebrand.ly/rawealthpartners1 Join Now Things Change: Charles Hugh Smith , Keyword "Doing more of what's hollowed out our economy and society" is a slippery path to ruin. Things change, supposedly immutable systems crumble and delusions die. That's the lay of the land in the The Empire of Uncertainty I described yesterday. It's difficult not to be reminded of the Antonine Plague of 165 AD that crippled the Western Roman Empire....

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Monthly Macro Monitor – September (VIDEO)

Alhambra CEO Joe Calhoun and Alhambra's Bob Williams look at data from the past month and discuss what it means for the economy.

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The Urban Exodus and How Greatness Goes Bankrupt

The best-case scenario is those who love their "great city" will accept the daunting reality that even greatness can go bankrupt. Two recent essays pin each end of the "urban exodus" spectrum.

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Why Aren’t Bond Yields Flyin’ Upward? Bidin’ Bond Time Trumps Jay

It’s always something. There’s forever some mystery factor standing in the way. On the topic of inflation, for years it was one “transitory” issue after another. The media, on behalf of the central bankers it holds up as a technocratic ideal, would report these at face value. The more obvious explanation, the argument with all the evidence, just couldn’t be true otherwise it’d collapse the technocracy right down to the ground.And so it was also in...

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The Empire of Uncertainty

Anyone claiming they can project the trajectory of the U.S. and global economy is deluding themselves. Normalcy depends entirely on everyday life being predictable. To be predictable, life must be stable, which means that there is a high level of certainty in every aspect of life.

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Lyn Alden/Jeff Snider (QE, Deflation, Inflation, Dollar, Eurodollar System, Future US Economy)

The Rebel Capitalist show helps YOU learn more about Macro, Investing, Entrepreneurship AND Personal Freedom. ✅ Want to take your investing to the next level? Check out my new online investing forum!! I've partnered with Lyn Alden and Chris MacIntosh to bring you the best investment tool on the internet...Rebel Capitalist Pro. Check out our special offer at https://www.GeorgeGammon.com/pro For more content that'll help you build wealth...

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Helicopter Money and the End of Taxes

Rather than right the ship, the "easy fix" is to distribute "free money"--not just to billionaires and corporations but to everyone.

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What’s Zambia Got To With It (everything)

As one of Africa’s largest copper producers, it seemed like a no-brainer. Financial firms across the Western world, pension funds from the US or banks in Europe, they lined up for a bit of additional yield. This was 2012, still global recovery on the horizon – at least that’s what “they” all kept saying.

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Will covid kill globalisation?

Covid-19 has been the third major disruption to globalisation within the past twelve years. The pandemic will not kill globalisation off, but it will deepen the cracks.

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Dollar Softens as Risk-Off Sentiment Ebbs

The dollar continues to soften as risk-off sentiment ebbs; the first presidential debate will take place tonight. House Democrats have staked out their latest position at $2.2 trln; there is a fair amount of US data out today; Brazil has come under renewed pressure from fiscal concerns.

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Monthly Macro Monitor – September 2020

The economic data over the last month continued to improve but the breadth of improvement has narrowed. Additionally, while most of the economic data series are still improving, the rate of change, as Jeff pointed out recently, has slowed. I guess that isn’t that surprising as the initial phase of the recovery comes to an end.

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Charles Hugh Smith: Radical Changes in Jobs Market Now & in Future

Economy," "Get a Job, Build a Real Career and Defy a Bewildering Economy" and most recently, "A Radically Beneficial World: Automation, Technology and Creating Jobs for All." His work is published on a number of popular financial websites including Zero Hedge, Financial Sense, and David Stockman's Contra Corner.

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Dollar Soft as Markets Ignore Virus Numbers and Switch to Risk-On Mode

Virus numbers are rising across Europe and the US; the dollar is softening as risk-off sentiment ebbs. It is a fairly quiet day in the US; there is a glimmer of hope about a fiscal deal in the US; recent US data support the widely held view that more stimulus is needed.

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People Are Now Aware Of What Will Happen

Recently, people are more aware of what can happen. This awareness raises in economic conditions and political realities make people think. Every new choice is a new beginning for people.

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Jeff Snider’s Eurodollars and Lacy Hunt’s monetary policy in 10 Minutes

I've been watching videos from Jeff Snider, Lacy Hunt, Steve Van Meter and Brent Johnson for months and I've slowly built up a mental framework for what they are talking about.

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EM Preview for the Week Ahead

Persistent risk-off impulses weighed on EM last week and that may continue this week. The Asian currencies outperformed last week while MXN, ZAR, and COP underperformed, and we expect these divergences to continue. Despite optimism about a stimulus package in the US, we think it remains a long shot. Meanwhile, virus numbers are rising in Europe and the US, with data from both regions likely to continue weakening.

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Dollar Firm as Markets Digest Rising Virus Numbers

Markets are digesting the rising infection rates across Europe; the dollar is taking another stab at the upside. Speculation is picking up that a compromise on a stimulus package could be reached; reports suggest House Democrats are working on a new $2.4 trln package as a basis for these negotiations.

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28 Brent Johnson and Jeff Snider (also ‘George Gobel’)

Brent Johnson, CEO of Santiago Capital, joins Jeff Snider to discuss central banks, public relations, modern monetary theory, politically-directed investment and whether the future ahead is a bright or dark one. Also, brown shoes.

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America’s pandemic election: what could go wrong? | The Economist

America’s 2020 presidential election will be a contest like no other. From the effects of mass mail-in voting to the threat of disinformation and delayed results—how ugly could it get? Sign up to our free webinar The US elections and the economy here: https://econ.st/3cApChN Further content: Sign up to “Checks and Balance”, our weekly newsletter on American politics: https://econ.st/3iT2b5z Find The Economist’s latest coverage of the 2020...

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