Category Archive: 5) Global Macro

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How “Wealthy” Would We Be If We Stopped Borrowing Trillions Every Year?

2018-08-24

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2018-08-24

US Total Credit Market Debt
These charts reflect a linear system that is wobbling into the first stages of non-linear destabilization. The widespread presumption is the U.S. is wealthy beyond words, and will remain so as far as the eye can see: wealthy enough to fund trillion-dollar weapons systems, trillion-dollar endless wars, multi-trillion dollar Medicare for all, multi-trillion dollar Universal Basic Income, and so on, in an endless profusion of endless trillions....

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Cocaine: why the cartels are winning | The Economist

2018-08-23

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America spends $40bn a year on the war on drugs. But its “zero tolerance” approach has done little to curb addiction or overdose rates, which are the highest in the world. Click here to subscribe to The Economist on YouTube: https://econ.st/2xvTKdy Daily Watch: mind-stretching short films throughout the working week. For more from Economist Films …

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Monthly Macro Monitor – August

2018-08-23

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2018-08-23

Economic thoughts and analysis from Alhambra Investments CEO Joe Calhoun.

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These Syrian refugees want to go home | The Economist

2018-08-22

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The war in Syria has forced around half of the country’s people from their homes. Although many dream of returning as soon as the war is over, in reality it may take years. Click here to subscribe to The Economist on YouTube: https://econ.st/2xvTKdy Daily Watch: mind-stretching short films throughout the working week. For more from …

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RMR: Special Guest – Charles Hugh Smith – Of Two Minds (08/20/2018)

2018-08-20

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ROGUE NEWS is a group of political scientists, editorial engineers, and radio show developers drawn together by a shared vision of bringing Alternative news through digital mediums that evangelize our civil liberties. !PLEASE SUBSCRIBE! Support our media by participating in our products and services: ► ROGUE NEWS: ROGUEMONEY.net ► Watch Us Trade: https://wut.page.link/wut1 ► CBD …

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Emerging Markets: Preview of the Week Ahead

2018-08-20

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2018-08-20

EM FX stabilized last week as the situation in Turkey calmed somewhat. Reports Friday that the US and China are hoping to resolve the trade dispute also helped EM FX ahead of the weekend. However, TRY remains vulnerable as the US threatens more sanctions due to the pastor. Both S&P and Moody’s downgraded it ahead of the weekend and our own ratings model points to further downgrades ahead. Turkish markets are closed this week for holiday.

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If You Want to Survive this Election with Your Mental Health Intact, Turn Off the “News” and Social Media Now

2018-08-19

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2018-08-19

Media Concentration
If you want to preserve your sanity and avoid unhappy derangement, turn off all corporate and social media from now to Thanksgiving. Since elections are extremely profitable for traditional media / social media corporations, your sanity will gleefully be sacrificed in the upcoming election--if you are gullible enough to watch the "news" and tune into social media.Elections are extremely profitable because candidates spend scads of cash on media...

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What’s Hot Isn’t Retail Sales Growth

2018-08-18

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2018-08-18

US Retail Sales, June 2011 - 2018
Americans are spending more on filling up. A lot more. According the Census Bureau, retail sales at gasoline stations had increased by nearly 20% year-over-year (unadjusted) in both May and June 2018. In the latest figures for July, released today, gasoline station sales were up by more than 21%.

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Dating in the digital age | The Economist

2018-08-17

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Over 200m people worldwide use online dating platforms and about one-third of married couples in America meet online. In this week’s cover story, The Economist examines the way online dating has changed the way we search for love. Click here to subscribe to The Economist on YouTube: http://econ.trib.al/rWl91R7 Daily Watch: mind-stretching short films throughout the …

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Monthly Macro Monitor – August 2018

2018-08-17

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2018-08-17

US Real GDP, Q1 2013 - Q1 2018
The Q2 GDP report (+4.1% from the previous quarter, annualized) was heralded by the administration as a great achievement and certainly putting a 4 handle on quarter to quarter growth has been rare this cycle, if not unheard of (Q4 ’09, Q4 ’11, Q2 & Q3 ’14). But looking at the GDP change year over year shows a little different picture (2.8%).

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Can you really fight corruption? | The Economist

2018-08-16

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What does it take to clean up a corrupt state? In one of the European Union’s most corrupt countries a prosecutor has taken on the establishment, convicting over 1,000 Romanian officials. Click here to subscribe to The Economist on YouTube: http://econ.trib.al/rWl91R7 Daily Watch: mind-stretching short films throughout the working week. For more from Economist Films …

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Our “Prosperity” Is Now Dependent on Predatory Globalization

2018-08-15

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2018-08-15

Labor Compensaton's share of GDP, 1980-2018
Nowadays, trade and "prosperity" are dependent on currencies that are created out of thin air via borrowing or printing. So here's the story explaining why "free" trade and globalization create so much wonderful prosperity for all of us: I find a nation with cheap labor and no environmental laws anxious to give me cheap land and tax credits, so I move my factory from my high-cost, highly regulated nation to the low-cost nation, and keep all the...

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Where is the world’s most liveable city? | The Economist

2018-08-14

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Where is the world’s most liveable city? The Economist Intelligence Unit has ranked 140 cities based on their liveability. Melbourne, Australia, has been ranked the world’s most liveable city for the past seven years but it has lost the top spot to Vienna. See the full report: eiu.com/liveability Click here to subscribe to The Economist …

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Capital Controls Next? Lira Rebounds After Turkey Bank Regulator Limits FX Swap Operations

2018-08-14

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2018-08-14

USD/TRY daily
In the first tentative step toward the final option available for Erdogan to halt the Lira's accelerating collapse - which crashed as low as 7.2362 earlier after the Wellington FX open following the the Turkish president's latest belligerent comments - namely capital controls, the Turkish Banking Regulation and Supervision Agency imposed a limit on the amount of foreign currency and lira swap and swap-like transactions, which are not to exceed 50%...

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Emerging Markets: Preview of the Week Ahead

2018-08-13

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2018-08-13

EM FX came under greater pressure last week as the situation in Turkey deteriorated. With no weekend developments as of this writing, we expect Turkish assets to remain under pressure this week. Five worst EM currencies YTD are TRY (-41%), ARS (-36%), RUB (-15%), BRL (-14.5%), and ZAR (-12%). All five have serious baggage that warrants continued underperformance.

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NEWS: CHARLES HUGH SMITH – Economic Slowdown 2018

2018-08-12

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NEWS: CHARLES HUGH SMITH – Economic Slowdown 2018 ►►► THANKS FOR WATCHING ◄◄◄ AND DON’T FORGET TO LIKE COMMENTS AND SUBSCRIBE! Thank you! ==================================================== ► Gerald Celente: http://bit.ly/2w1taF5 ► Finance Today: http://bit.ly/2w0vBHP ► RonPaulLibertyReport: http://bit.ly/2w0h5zS

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Jim Rogers – Making China Great Again! (Video)

2018-08-12

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2018-08-12

We are delighted to announce a very special guest for our next episode of the Goldnomics Podcast, due for release later this week. We recently had the opportunity to speak with the legendary investor and adventure capitalist Jim Rogers. Jim is an American businessman, investor, traveler, financial commentator and author. He is the Chairman of Rogers Holdings and Beeland Interests, Inc. He was the co-founder of the Quantum Fund and creator of the...

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What Chinese Trade Shows Us About SHIBOR

2018-08-10

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2018-08-10

China Exports, Jan 2008 - Jul 2018
Why is SHIBOR falling from an economic perspective? Simple again. China’s growth both on its own and as a reflection of actual global growth has stalled. And in a dynamic, non-linear world stalled equals trouble. Going all the way back to early 2017, there’s been no acceleration (and more than a little deceleration). The reflation economy got started in 2016 but it never went anywhere. For most of last year, optimists were sure that it was just the...

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Africa: Islamic State’s next frontier | The Economist

2018-08-09

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Islamic State has been largely driven out of its territory in the Middle East. But the terrorist organisation’s ideology lives on and is taking root in Africa where jihadist violence has increased by 300% since 2010. Click here to subscribe to The Economist on YouTube: https://econ.st/2xvTKdy Daily Watch: mind-stretching short films throughout the working week. …

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The Fantasy of “Balanced Returns” Funding Retirement

2018-08-09

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2018-08-09

Collapsed the Global Financial System, 1960 - 2018
The fantasy that a "balanced portfolio" yielding "balanced returns" will fund a stable retirement for decades to come is widely accepted as a sure thing: inflation will stay near-zero essentially forever, assets such as stocks and bonds will continue yielding hefty income and capital gains, and all the individual or fund needs to do is maintain a "balanced portfolio" of various asset classes that yield "balanced returns," i.e. some safe "value"...

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