Category Archive: 5) Global Macro

World at War | Episode 21: Russia mobilises 300,000 reservists to fight the Ukraine war

Vladimir Putin threatens to unleash nuclear armageddon Iran rocked by protests against compulsory Hijab after the death of Mahsa Amini Over a 100 killed in border clashes between Kyrgyzstan & Tajikistan

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War in Ukraine: Putin’s speech analysed

On September 21st Vladimir Putin announced the partial mobilisation of 300,000 Russian reservists to strengthen his forces in Ukraine and warned he would use all weapons at his disposal—chillingly warning, "this is not a bluff". Our experts discuss how far he’s willing to go.

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Why hate is fuelling politics

Hate is fuelling politics in America and Britain, as arguments over racial justice, transgender rights and other issues become more polarised. These tribal "culture wars” spell bad news for democracy. Film supported by @Mishcon de Reya LLP 00:00 - Are we becoming more divided? 01:16 - Critical race theory 06:48 - What are culture wars? 11:32 - Transgender rights 17:14 - The effects of social media 19:42 - Policing vs democracy 23:46 - The...

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Market Currents – Is The Economy Contracting?

Is the economy contracting? Alhambra’s Steve Brennan poses that question to CEO Joe Calhoun.

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22nd SCO Summit: Xi, Putin, Modi to meet under one roof | Trade, security and energy on agenda

It is day 2 of the SCO Summit and the world leaders have arrived at Samarkand, Uzbekistan for the meet. The leaders of the organisation are all set to discuss regional security challenges and energy supplies.

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The End of Cheap Food

Global food production rests on soil and rain. Robots don't change that. Of all the modern-day miracles, the least appreciated is the incredible abundance of low cost food in the U.S. and other developed countries.The era of cheap food is ending, for a variety of mutually reinforcing reasons.

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SCO Summit 2022: First in-person meeting since the Ukraine invasion | Latest World News | WION

Russian President Vladimir Putin and Chinese President Xi Jinping met on the sidelines of the SCO summit. This is the first time the two leaders are holding in pass on talks since the war in Ukraine began. WION correspondents Susan Tehrani and Siddhant Sibbal bring details.

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What is the future of the British monarchy?

In today’s world the idea of the monarchy is outdated, but it thrived under Queen Elizabeth II. The Economist’s Editor-in chief, Zanny Minton Beddoes, and Britain correspondent, Catherine Nixey, discuss what the Queen’s death means for the future of the crown. 00:00 - How has Britain reacted to her death? 02:36 - The impact of her death worldwide 03:48 - What is the future of the British monarchy? 04:45 - The new king will face challenges Find...

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WION Fineprint | Putin to Xi: Russia values China’s ‘balanced position’ on Ukraine

Russia's President Vladimir Putin told Chinese leader Xi Jinping that Moscow backs Beijing's "One China" policy, opposes "provocations" by the United States in the Taiwan Strait and values China's "balanced position" on Ukraine.

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Why America’s murder rate has spiked

In 2020 the murder rate in the US rose by nearly 30%—the country’s largest-ever recorded annual increase. It has not fallen significantly since. What is it about America that led to this jump, and what can be done to reduce the violence? 00:00 - America’s murder rate soared in 2020 01:15 - How violence interrupters work to reduce shootings 02:51 - Will the high murder rate become the new normal? 04:26 - What leads to violent crime? 05:28 - Did...

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Fed says, ‘Quantitative Tightening does Nothing (QE too)’ [Ep. 288, Eurodollar University]

A study by the Federal Reserve finds that quantitative tightening has a statistically significant effect on rates and yields. Too bad the effect is IMMATERIAL in the EXTREME! Also, same study notes that quantitative easing is similarly a big, 'nothing burger' (their words; ok, ok - my words).

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Gravitas: Another mystery death in Russia

Another businessman has died mysteriously in Russia. Reports say - at least 9 Russian executives and oligarchs have died this year. Are these mysterious deaths connected? Molly Gambhir tells you more.

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The Fourth Turn, Turn, Turn

The cycles of The Fourth Turning, Fischer and Turchin are all in alignment at this point in history.. The 1997 book The Fourth Turning: An American Prophecy proposed a cyclical pattern of four 20-year generations which culminate in a national crisis every 80 years.

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Ukraine continues its counter-offensive, Kyiv claims 6,000 sq km of land retaken

Ukraine claims to have taken back control of nearly 2000 sq. km of land from Russian troops, including 20 villages ad towns and the strategic city of Izium. Russian troops continue to control early a fifth of Ukraine.

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Is the war in Ukraine nearing its end?

Ukraine’s surprise counter-attack has inflicted a huge defeat on Vladimir Putin’s forces. Has the tide turned in the war? Our correspondents discuss the latest developments, what they might mean for Putin’s grip on power in Russia and whether a Ukrainian victory is possible. 00:00 - How effective has the Ukrainian counter-offensive been? 02:01 - How have Western-supplied weapons helped Ukraine? 03:20 - How has the Kremlin reacted? 06:20 - Is a...

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Russian invasion: Ukraine continues its counter-offensive, claims 6,000 sq km of land retaken

Ukraine continues its counter-offensive against Russia after reeling under Russian strikes for almost seven months, Ukraine is fighting back to regain its territory. The war-torn country has now claimed that it has taken back six thousand square kilometers of the area which was captured by Moscow after the war began in the month of February.

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Why This Recession Is Different

All of these are structural dynamics that won't go away in a few months or years.Let's explore what's different now compared to recessions of the past 60 years.1. Deglobalization is inflationary. Offshoring production to low-cost countries imported deflation (product prices remained flat or declined) and boosted corporate profits.

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SMART BOURSE – L’invité de la mi-journée : Thomas Costerg (Pictet WM)

Lundi 12 septembre 2022, SMART BOURSE reçoit Thomas Costerg (Économiste senior US, Pictet WM)

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Weekly Market Pulse: No News Is…

Nothing happened last week. Stocks and bonds and commodities continued to trade and move around in price but there was no news to which those movements could be attributed. The economic news was a trifle and what there was told us exactly nothing new about the economy.

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Rapid advance of Ukrainian forces take Russia by surprise | Latest International News | WION

As Russia's invasion continues in Ukraine, Ukraine forces Russian troops to retreat from Izium. Meanwhile, Russia is planning to 'regroup' its troops as Izium had become key strategic city for Russian troops.

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