Category Archive: 5) Global Macro

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Fashion’s naked truths | The Economist

2018-11-01

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Half of all clothes are thrown away within one year—many have never been worn. The industry’s obsession with fast fashion comes with a steep environmental price tag. Click here to subscribe to The Economist on YouTube: https://econ.st/2xvTKdy Fashion is one of the fastest-growing industries on the planet. Around the world eighty billion new pieces of …

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Another ‘Highest In Ten Years’

2018-11-01

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2018-11-01

ECI, Jan 2001 - Oct 2018
Upon the precipice of the Great “Recession”, US workers were cushioned to some extent by what economists call sticky wages. Before the Great Depression, as well as during it, companies would attempt to deal with looming economic contraction by cutting pay rates before workers.

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Why Is Social Media So Toxic?

2018-10-31

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2018-10-31

Smartphone Addiction Tightens Its Global Grip
The desire to improve our social standing is natural. What's unnatural is the toxicity of doing so through social media. It seems self-evident that the divisiveness that characterizes this juncture of American history is manifesting profound social and economic disorders that have little to do with politics. In this context, social media isn't the source of the fire, it's more like the gasoline that's being tossed on top of the dry timber.

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Globalization Has Hollowed Out Rural America

2018-10-30

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2018-10-30

Case Shiller Dallas, 2000 - 2018
What do we make of an economy in which a handful of bubblicious urban areas are magnets for jobs and capital while rural communities have been hollowed out? The short answer is that this progression of urbanization has been one of the core dynamics of civilization for thousands of years: opportunities are greater in cities, and so people move from rural areas with few opportunities to cities with greater opportunities.

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What’s the Real Meaning of the Stock Market Swoon?

2018-10-29

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2018-10-29

S&P 500 Large Cap Index, Jul 2017 - Oct 2018
Economy has reached peak earnings so there's no fundamentals-driven upside left. Bond yields are now high enough to dampen enthusiasm for inherently risky stocks. Central banks curtailing / ending their quantitative easing programs have reduced liquidity in the financial system. US markets are catching up to the rest of the world's market slump.

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Charles Hugh Smith On Why Many Millennials Are Promoting Socialism

2018-10-27

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Click here for the full transcript: http://financialrepressionauthority.com/2018/10/26/the-roundtable-insight-charles-hugh-smith-on-why-many-millennials-are-promoting-socialism/ Disclaimer: The views or opinions expressed in this blog post may or may not be representative of the views or opinions of the Financial Repression Authority.

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Monthly Macro Monitor – October 2018 (VIDEO)

2018-10-27

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2018-10-27

Monthly Macro Monitor October 2018
Economic thoughts and analysis from Alhambra Investments CEO Joe Calhoun.

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Tara Westover: Mormons, Harry Potter and the future of education | The Economist Podcast

2018-10-26

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Tara Westover grew up in a strict Mormon family—she was 17 when she first stepped into a classroom. Now she is a best-selling author. She spoke to Anne McElvoy about her life and the future of education for “The Economist asks” podcast. Click here to subscribe to The Economist on YouTube: https://econ.st/2xvTKdy Daily Watch: mind-stretching …

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No Such Thing As An 80 percent Boom

2018-10-26

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2018-10-26

Payrolls LF Participation, Jan 1995 - 2018
Many attribute the saying “a rising tide lifts all boats” to President John Kennedy. He may have been the man who brought it into the mainstream but as his former speechwriter Ted Sorenson long ago admitted it didn’t originate from his or the President’s imagination. Instead, according to Sorenson, it was a phrase borrowed from the New England Chamber of Commerce or some such.

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Saudi Arabia’s crown prince: who is Muhammad bin Salman? | The Economist

2018-10-25

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Muhammad bin Salman has come under international scrutiny following the brutal murder of Jamal Khashoggi, a prominent Saudi journalist. Here’s what you need to know about Saudi Arabia’s crown prince. Click here to subscribe to The Economist on YouTube: https://econ.st/2xvTKdy He is one of the most powerful people in the middle east. Just 33 years …

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China: facial recognition and state control | The Economist

2018-10-24

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China is the world leader in facial recognition technology. Discover how the country is using it to develop a vast hyper-surveillance system able to monitor and target its ethnic minorities, including the Muslim Uighur population. Click here to subscribe to The Economist on YouTube: https://econ.st/2xvTKdy Improving lives, increasing connectivity across the world, that’s the great …

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Monthly Macro Monitor – October 2018

2018-10-24

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2018-10-24

Economic Growth & Investment
Stocks have stumbled into October with the S&P 500 down about 6% as I write this. The source of equity investors’ angst is always hard to pinpoint and this is no exception but this correction doesn’t seem to be due to concerns about economic growth. At least not directly.

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#MeToo: is it destined to fail? | The Economist

2018-10-23

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When Tarana Burke founded MeToo she had no idea it would become a global movement. A year after it swept around the globe, she considers why it’s at a critical moment. 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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The Coming Inflation Threat

2018-10-23

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2018-10-23

Inflation, consumer prices for US 1970-2010
Falling asset inflation plus rising cost inflation equals stagflation. Inflation is a funny thing: we feel it virtually every day, but we’re told it doesn’t exist—the official inflation rate is around 2.5% over the past few years, a little higher when energy prices are going up and a little lower when energy prices are going down.

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Mutiny, Class, Authority and Respect

2018-10-22

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2018-10-22

Humiliation and fear of a catastrophic decline in status foment mutiny and rebellion. I recently finished The Bounty: The True Story of the Mutiny on the Bounty, a painstakingly researched history of the mutiny, but with a focus on how the story was shaped by influential families after the fact to save the life of one mutineer, Peter Haywood, and salvage the reputation of the leader, Fletcher Christian, via a carefully orchestrated character...

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Charles Hugh Smith – Independence Questioned

2018-10-21

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Is the Greatest Bull Market Ever Finally Ending? (Hint: Follow the Money)

2018-10-21

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2018-10-21

Global wealth CSa
The key here is the gains generated by owning US-denominated assets as the USD appreciates. Is the Greatest Bull Market Ever finally ending? One straightforward approach to is to follow the money, i.e. global capital flows: assets that attract positive global capital flows will continue rising if demand for the assets exceeds supply, and assets that are being liquidated as capital flees the asset class (i.e. negative capital flows) will decline in...

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How to prepare for the next global recession | The Economist

2018-10-20

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A decade after the global recession, the world’s economy is vulnerable again. Ryan Avent, our economics columnist, considers how the next recession might happen—and what governments can do about it 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 visit: …

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Raining On Chinese Prices

2018-10-20

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2018-10-20

China Price Stability 2007-2018
It was for a time a somewhat curious dilemma. When it rains it pours, they always say, and for China toward the end of 2015 it was a real cloudburst. The Chinese economy was slowing, dangerous deflation developing around an economy captured by an unseen anchor intent on causing havoc and destruction. At the same time, consumer prices were jumping where they could do the most harm.

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Inflation Environment remains Benign in China

2018-10-19

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2018-10-19

China CPI and Core CPI YoY, 2013 - 2018
The headline consumer price index (CPI) in China picked up slightly in September, rising by 2.5% year-over-year (y-o-y) compared with 2.3% in August, driven by higher food price and fuel prices. Excluding food and energy, core inflation in China actually eased to 1.7% y-o-y in September from 2.0% in August.

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