Category Archive: 5) Global Macro

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Monthly Macro Monitor – January 2019

2019-01-27

A Return To Normalcy. In the first two years after a newly elected President takes office he enacts a major tax cut that primarily benefits the wealthy and significantly raises tariffs on imports. His foreign policy is erratic but generally pulls the country back from foreign commitments. He also works to reduce immigration and roll back regulations enacted by his predecessor.

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China’s Eurodollar Story Reaches Its Final Chapters

2019-01-25

by Jeffrey P. Snider

2019-01-25

Imagine yourself as a rural Chinese farmer. Even the term “farmer” makes it sound better than it really is. This is a life out of the 19th century, subsistence at best the daily struggle just to survive. Flourishing is a dream.

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Charles Hugh Smith On Pathfinding Our Destiny Amidst Social & Political Disunity

2019-01-25

by Charles Hugh Smith

Click here for the full transcript: http://financialrepressionauthority.com/2019/01/24/the-roundtable-insight-charles-hugh-smith-on-pathfinding-our-destiny-amidst-social-political-disunity/

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CHARLES HUGH SMITH – Breakdown In The Global System- Self-Reinforcing Recession

2019-01-24

by Charles Hugh Smith

MH17: can Russia be held to account? | The Economist

2019-01-24

by The Economist

Australia and the Netherlands say Russia is responsible for shooting down flight MH17 in 2014. The families of the 298 victims want justice—but which court can give it to them? 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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CHARLES HUGH SMITH RED ALERT – Why We Are Going Toward Venezuela’s Path

2019-01-23

by Charles Hugh Smith

The Awakening Is Now Going World Wide, The Movement Has Started:Charles Hugh Smith

2019-01-23

by Charles Hugh Smith

Today’s Guest: Charles Hugh Smith Website: Of Two Minds http://oftwominds.com Blog https://www.oftwominds.com/blog.html Most of artwork that are included with these videos have been created by X22 Report and they are used as a representation of the subject matter. The representative artwork included with these videos shall not be construed as the actual events that are …

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Brexit, EU, Germany, China and Yellow Vests In 2019 – Something Wicked This Way Comes

2019-01-23

by Mark O'Byrne

2019-01-23

“Something wicked this way comes” warns John Mauldin. Shaky China: Chinese landing could be harder than expected. Brexit and EU Breakage: “I have long thought the EU will eventually fall apart”. Helpless Europe: If Germany sneezes, their banks & the rest of continent catches cold. We may see “yellow vests” spread globally: Economics is about to get interesting …

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Congo: the race to beat Ebola | The Economist

2019-01-22

by The Economist

Congo is in the grip of another Ebola outbreak, which has killed up to 400 people. There is no effective treatment for the deadly virus, but pioneering drug trials are under way 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 …

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Charles Hugh Smith NOW ? Central Banks Have Manipulated The Markets Which Will Ultimately Crash

2019-01-22

by Charles Hugh Smith

Charles Hugh Smith JAN 2019 Central Banks Have Manipulated The Markets Which Will Ultimately Crash

2019-01-20

by Charles Hugh Smith

Thank You

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Hall of Mirrors, Where’d The Labor Shortage Go?

2019-01-20

by Jeffrey P. Snider

2019-01-20

Today was supposed to see the release of the Census Bureau’s retail trade report, a key data set pertaining to the (alarming) state of American consumers, therefore workers by extension (income). With the federal government in partial shutdown, those numbers will be delayed until further notice. In their place we will have to manage with something like the Federal Reserves’ Beige Book.

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How can Britain fix Brexit? | The Economist

2019-01-19

by The Economist

Parliament’s rejection of Theresa May’s Brexit plan has created a democratic mess. The Economist’s Britain editor, Tom Wainwright, explains how the country got into this muddle, and the solution for getting out. 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 …

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That’s A Big Minus

2019-01-19

by Jeffrey P. Snider

2019-01-19

Goods require money to finance both their production as well as their movements. They need oil and energy for the same reasons. If oil and money markets were drastically awful for a few months before December, and then purely chaotic during December, Mario Draghi of all people should’ve been paying attention.

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Spreading Sour Not Soar

2019-01-18

by Jeffrey P. Snider

2019-01-18

We are starting to get a better sense of what happened to turn everything so drastically in December. Not that we hadn’t suspected while it was all taking place, but more and more in January the economic data for the last couple months of 2018 backs up the market action. These were no speculators looking to break Jay Powell, probing for weakness in Mario Draghi’s resolve.

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