Category Archive: 5) Global Macro

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07-13-13 Macro Analytics – Blown Opportunity – w/ Charles Hugh Smith

2017-11-12

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jchyz

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09 15 15 MACRO ANALYTICS – Its Getting Ugly out there! w/ Charles Hugh Smith

2017-11-12

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with Charles Hugh Smith & Gordon T Long 28 Minutes – 21 Slides Charles Hugh Smith and Gordon T Long discuss the US Equity Market Technicals.

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06 28 14 Macro Analytics – Geo Political Turmoil w/ Charles Hugh Smith

2017-11-12

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05- 04-13 Macro Analytics – PEAK CONSUMPTION – w/ Charles Hugh Smith

2017-11-11

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MACRO ANALYTICS – 04 07 17 – MILLENNIALS: A Menacing Metamorphosis – w/Charles Hugh Smith

2017-11-11

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ABSTRACT:

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09 06 14 – Macro Analytics – Why Crony Capitalism is Happening w/ Charles Hugh Smith

2017-11-11

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MACRO ANALYTICS – 06 16 17 – Robotics & Chronic Unemployment w/ Charles Hugh Smith

2017-11-11

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MACRO ANALYTICS – 10 02 15 – Helicopter Money w/Charles Hugh Smith

2017-11-11

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Video Content Abstract at: LINK Analytics.htm#Smith-10-02-15.

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MACRO ANALYTICS – 07 14 17 – The Road to Financialization w/ Charles Hugh Smith

2017-11-11

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Anyone interested in how we got to where we are today will enjoy this tutorial discussion of the chronology of US & Global Monetary Events regarding the

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02 09 15 – MACRO ANALYTICS – The Next Peg To Fall – w/ Charles Hugh Smith

2017-11-11

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Go to LINK: for supporting Interview abstract and slides.

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Emerging Markets: What has Changed

2017-11-11

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2017-11-11

China announced that it will remove foreign ownership limits on banks and other measures to open up the financial sector. Central Bank of Turkey lowered commercial bank FX reserve requirements in an effort to support the lira. US-Turkey relations appear to be thawing slightly. Middle East tensions are rising on a variety of fronts. Argentina central bank unexpectedly hiked rates again.

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06 20 15 – MACRO ANALYTICS – Coming Era of Pension Poverity – w/ Charles Hugh Smith

2017-11-11

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Video Content Abstract at: LINK

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01 07 15 – MACRO ANALYTICS – 2015 Global Theme – DEFLATION – w/ Charles Hugh Smith

2017-11-11

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Maybe Hong Kong Matters To Someone In Particular

2017-11-11

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2017-11-11

PBOC Balance Sheet, Sep 2011 - 2017
Hong Kong stock trading opened deep in the red last night, the Hang Seng share index falling by as much as 1.6% before rallying. We’ve seen this behavior before, notably in 2015 and early 2016. Hong Kong is supposed to be an island of stability amidst stalwart attempts near the city to mimic its results if not its methods.

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03-05-13-Macro Analytics – The Global End Game – with Charles Hugh Smith

2017-11-11

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Charles Hugh Smith’s recent article The Global End Game in Fourteen Points is the basis for this discussion on the traditional Business Cycle, the Credit Cycle

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Synchronized Global Not Quite Growth

2017-11-10

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2017-11-10

US Exports, Jan 1989 - 2017
Going back to 2014, it was common for whenever whatever economic data point disappointed that whomever optimistic economist or policymaker would overrule it by pointing to “global growth.” It was the equivalent of shutting down an uncomfortable debate with ad hominem attacks. You can’t falsify “global growth” because you can’t really define what it is.

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The struggles for independence and the impact of redrawing borders | The Economist

2017-11-09

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From Catalonia to Kurdistan and Quebec, many people are demanding independence. What does it take to transform a cultural identity into a nation-state? And what is the impact? Click here to subscribe to The Economist on YouTube: http://econ.st/2zpWFnB The number of countries in the United Nations has grown over the decades – from 51 states …

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How Will Bitcoin React in a Financial Crisis Like 2008?

2017-11-09

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2017-11-09

Bitcoin Distribution
Whenever I raise the topic of bitcoin and cryptocurrencies, I feel like an agnostic in the 30 Years War between Catholics and Protestants. There is precious little neutral ground in the crypto-is-a-bubble battle; one side is absolutely confident that bitcoin and the other cryptocurrencies are in a tulip-bulb type bubble, while the other camp is equally confident that we ain't seen nuthin' yet in terms of bitcoin's future valuation.

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Four Point One

2017-11-09

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2017-11-09

US Establishment Survey Payrolls, Jan 2010 - Jul 2017
The payroll report for October 2017 was still affected by the summer storms in Texas and Florida. That was expected. The Establishment Survey estimates for August and September were revised higher, the latter from a -33k to +18k. Most economists were expecting a huge gain in October to snapback from that hurricane number, but the latest headline was just +261k.

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Let’s Clear Up One Confusion About Bitcoin

2017-11-09

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2017-11-09

Bitcoin One-year Chart, Jan - Oct 2017
If bitcoin can be converted into fiat currencies at a lower transaction cost than the fiat-to-fiat conversions made by banks and credit card companies, it's a superior means of exchange. One of the most common comments I hear from bitcoin skeptics goes something like this: Bitcoin isn't real money until I can buy a cup of coffee with it. In other words, bitcoin fails the first of the two core tests of "money": that it is a means of exchange and a...

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