Category Archive: 5) Global Macro

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America Needs a New National Strategy

2018-12-01

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2018-12-01

A productive national Strategy would systemically decentralize power and capital rather than concentrate both in the hands of a self-serving elite. If you ask America's well-paid punditry to define America's National Strategy, you'll most likely get the UNESCO version: America's national strategy is to support a Liberal Global Order (LGO) of global cooperation on the environment, trade, etc. and the encouragement of democracy, a liberal order that...

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Monthly Macro Monitor – November 2018

2018-11-30

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2018-11-30

Economic Growth & Investment
Is the Fed’s monetary tightening about over? Maybe, maybe not but there does seem to be some disagreement between Jerome Powell and his Vice Chair, Richard Clarida. Powell said just a little over a month ago that the Fed Funds rate was still “a long way from neutral” and that the Fed may ultimately need to go past neutral.

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The true cost of fast fashion | The Economist

2018-11-29

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Millions of tonnes of clothes end up in landfill every year—it’s one of the fastest-growing categories of waste in the world. How can the fashion industry continue to grow while addressing the environmental need for people to buy fewer clothes? Click here to subscribe to The Economist on YouTube: https://econ.st/2xvTKdy For more from Economist Films …

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The Direction Is (Globally) Clear

2018-11-29

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2018-11-29

US Composite PMI and GDP, Jul 2012 - Nov 2018
It is definitely one period that they got wrong. Still, IHS Markit’s Composite PMI for the US economy has been one of the better forward-looking indicators around. Tying to real GDP, this blend of manufacturing and services sentiment has predicted the general economic trend in the United States pretty closely. The latter half of 2015 was the big exception.

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Charles Hugh Smith On How & Why Financial Repression Continues

2018-11-29

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Click here for the full transcript: http://financialrepressionauthority.com/2018/11/28/the-roundtable-insight-charles-hugh-smith-on-how-why-financial-repression-continues/

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For The First Time In 25 Years, China Has To Make A Choice Between External Stability And Growth

2018-11-28

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2018-11-28

Current account balance and forecasts 2000-2020
Back in August 2 we reported of a historic event for China's economy: for the first time in its modern history, China's current account balance for the first half of the year had turned into a deficit. And while the full year amount was likely set to revert back to a modest surplus, it was only a matter of time before one of the most unique features of China's economy - its chronic current account surplus - was gone for good.

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How could veganism change the world? | The Economist

2018-11-27

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Interest in vegan food and its associated health benefits has been booming across the rich world. A global retreat from meat could have a far-reaching environmental impact. Click here to subscribe to The Economist on YouTube: https://econ.st/2xvTKdy By 2050 the world’s population could approach 10 billion – and around 60% more food could be needed …

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How will people travel in the future? | The Economist

2018-11-22

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From flying cars to pods that travel at over 1,000kph, revolutionary new ways to travel are being dreamed up by ambitious companies. But which pioneering visions are most likely to take off? Click here to subscribe to The Economist on YouTube: https://econ.st/2xvTKdy Hollywood movies have envisaged a future of hoverboards and flying cars – these …

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Hyderabad in 360 VR | The Economist

2018-11-22

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Hyderabad, India’s fourth biggest city, is fast becoming one of the most exciting visitor destinations in the country. Its booming tech scene is attracting global attention and transforming this ancient city into a cosmopolitan hotspot. Click here to subscribe to The Economist on YouTube: http://econ.trib.al/rWl91R7 Discover Colombo: https://youtu.be/4COeTrjB6hA Discover Buenos Aires: https://youtu.be/q0pMg6rvc0s Discover Miami:...

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Charles Hugh Smith-Why Are so Few Americans Able to Get Ahead?

2018-11-21

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Charles Hugh Smith, author/ proprietor of the popular blog OfTwoMinds.com, talks about the current economic climate and way so few Americans are unable to get ahead.

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#Metoo: how it’s changing the world | The Economist

2018-11-21

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#MeToo sparked a defining chapter in gender relations and its seismic reverberations have been felt across the world. From protests about rape and murder in South Africa, to the Times Up Legal Defense Fund in America, discover the latest efforts to tackle sexual harassment and push for gender equality. Click here to subscribe to The …

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Does the Market Need a Heimlich Maneuver?

2018-11-21

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2018-11-21

Effective Federal Funds Rate 2010-2018
For all we know, the panic selling is Wall Street's way of forcing the Fed's hand: stop with the rates increases already or Mr. Market expires. Markets everywhere are gagging on something: they're sagging, crashing, imploding, blowing up, dropping and generally exhibiting signs of distress.

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Eurodollar Futures: Powell May Figure It Out Sooner, He Won’t Have Any Other Choice

2018-11-20

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2018-11-20

Eurodollar Futures Curve, May - Sep 2018
For Janet Yellen, during her somewhat brief single term she never made the same kind of effort as Ben Bernanke had. Her immediate predecessor, Bernanke, wanted to make the Federal Reserve into what he saw as the 21st century central bank icon. Monetary policy wouldn’t operate on the basis of secrecy and ambiguity. Transparency became far more than a buzzword.

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CHARLES HUGH SMITH – Self-Reinforcing Recession

2018-11-19

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SUBSCRIBE for Latest on FINANCIAL CRISIS / OIL PRICE / PETROL/ GLOBAL ECONOMIC COLLAPSE / DOLLAR COLLAPSE / GOLD / SILVER / BITCOIN / ETHERIUM / CRYPTOCURRENCY / LITECOIN /FINANCIAL CRASH / GLOBAL RESET / NEW WORLD ORDER / ECONOMIC COLLAPSE / DAVOS 2018

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Theresa May’s Brexit Monsters, cartooned | The Economist

2018-11-17

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As the British Prime Minister finally puts forward her contentious draft Brexit plan this week, Kal, our cartoonist, illustrates the potentially monstrous consequences. Click here to subscribe to The Economist on YouTube: https://econ.st/2xvTKdy Ever since I was a little boy I enjoy drawing monsters. I would spend ages assembling fangs, eyes, scales and horns into …

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Does Any of This Make Sense?

2018-11-17

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2018-11-17

Federal Government; Student loans 2005-2018
Does any of this make sense? No. But it's so darn profitable to the oligarchy, it's difficult to escape debt-serfdom and tax-donkey servitude. We rarely ask "does this make any sense?" of things that are widely accepted as beneficial-- or if not beneficial, "the way it is," i.e. it can't be changed by non-elite (i.e. the bottom 99.5%) efforts.

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MACRO ANALYTICS – 11-15-18 – Election Takeaways w/ Charles Hugh Smith

2018-11-16

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VIDEO NOTIFICATION SIGN-UP: http://bit.ly/2y63PvX-Sign-Up MATASII ABSTRACTION LINK: http://bit.ly/2Bbw128 Charles Hugh Smith Expands on Video in: “The Political Rebellion Gathers Momentum” — https://www.oftwominds.com/blognov18/political-rebellion11-18.html Thank you to all Macro Analytics/Gordon T Long YouTube followers. I will continue to add the following message to each video, which many have already seen to help all of those...

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Retail Sales Marked By Revisions

2018-11-16

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2018-11-16

U.S. Retail Sales, NSA 2011-2018
Retail sales rebounded 0.8% in October 2018 from September 2018, but it’s the downward revisions to the prior months that are cause for attention. The estimates for particularly September were moved sharply lower. Total retail sales two months ago had been figured last month at $485.8 billion (unadjusted) originally, but are now believed to have been just $483.0 billion.

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The future of fashion | The Economist

2018-11-15

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The fashion industry is on the verge of a tech revolution. Clothes of tomorrow could be designed, fitted and sold to us by technology alone. Click here to subscribe to The Economist on YouTube: https://econ.st/2xvTKdy From Gucci to Chanel, Topshop to Primark – Clothes industry heavyweights rely on fashion forecasters for next season’s new look. …

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The Implicit Desperation of China’s “Social Credit” System

2018-11-15

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2018-11-15

S curve centralization
Other governments are keenly interested in following China's lead. I've been pondering the excellent 1964 history of the Southern Song Dynasty's capital of Hangzhou, Daily Life in China on the Eve of the Mongol Invasion, 1250-1276 by Jacques Gernet, in light of the Chinese government's unprecedented "Social Credit Score" system, which I addressed in Kafka's Nightmare Emerges: China's "Social Credit Score".

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