Category Archive: 5) Global Macro

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Disease around the world: mapping the contagion | The Economist

2018-08-30

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Humanity has only ever eradicated one human disease: smallpox. Progress has been made with big killers such as malaria and AIDS but there is still a lot of work to do. Click here to subscribe to The Economist on YouTube: https://econ.st/2xvTKdy In the 1980s Polio paralysed 1,000 children globally every 24 hours. Today it has …

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Here’s How We Ended Up with Predatory, Parasitic Elites

2018-08-29

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2018-08-29

Income Inequality, 1913 - 2012
Combine financialization, neoliberalism and moral bankruptcy, and you end up with predatory, parasitic elites. How did our financial and political elites become predatory parasites? Some will answer that elites have always been predatory parasites; as tempting as it may be to offer a blanket denunciation of elites, this overlooks the eras in which elites rose to meet existential crises. Following in Ancient Rome's Footsteps: Moral Decay,...

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Anticipating How Welcome This Second Deluge Will Be

2018-08-29

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2018-08-29

US Treasuries, Jan 2018 - Aug 2018
Effective federal funds (EFF) was 1.92% again yesterday. That’s now eight in a row just 3 bps underneath the “technically adjusted” IOER. If indeed the FOMC has to make another one to this tortured tool we know already who will be blamed for it.

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EuroDollar University, Season 2, Part 1

2018-08-28

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Erik Townsend and Patrick Ceresna welcome Jeffrey Snider back to MacroVoices for Part 1 of Season 2 of the new Eurodollar University series. During this episode, Erik and Jeff discuss the lost dollar decade and put into context the global dollar markets. They further dive into the shadow of the great financial crisis and liquidity …

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YouTube’s battle for free speech | The Economist

2018-08-28

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Over one billion hours of YouTube videos are viewed every day. A new generation of content creators are harnessing the power of the social-media platform, but they’re also grappling with issues surrounding censorship and free speech. #creatorsforchange Click here to subscribe to The Economist on YouTube: https://econ.st/2xvTKdy Some of YouTube’s most popular clips have been …

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To Understand America’s Neofeudal Economy, Start with Extortion

2018-08-28

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2018-08-28

US Inflation, 1996 - 2016
Let's spin the time machine back to the late Middle Ages, at the height of feudalism, and imagine we're trying to get a boatload of goods to the nearest city to sell. As we drift down the river, we're constantly being stopped and charged a fee for transiting one small fiefdom after another. When we finally reach the city, there's an entry fee for bringing our goods to market.

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Emerging Markets: Week Ahead Preview

2018-08-27

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2018-08-27

EM FX was whipsawed last week but ended on a firm note. We look past the noise and believe that the true signals for EM remain higher US interest rates and continued trade tensions, both of which are negative. Turkish markets reopen after a week off. Nothing fundamentally has changed there, and so it still poses some spillover risk to wider EM.

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Global PMI’s Hang In There And That’s The Bad News

2018-08-25

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2018-08-25

Dollar Cycles General, June 2018
At this particular juncture eight months into 2018, the only thing that will help is abrupt and serious acceleration. On this side of May 29, it is way past time for it to get real. The global economy either synchronizes in a major, unambiguous breakout or markets retrench even more.

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Trump corruption: the creatures that live in the Washington swamp | The Economist

2018-08-24

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President Trump has been caught up in a corruption scandal involving two of his associates, Michael Cohen and Paul Manafort. The White House is sinking further into the Washington swamp. 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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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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