Category Archive: 5) Global Macro

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The year according to KAL | The Economist

2016-12-12

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World Hijab Day, the legalisation of same-sex marriage in Finland and the release of the Barbie film: our cartoonist KAL gives his take on the most interesting events coming up in 2017. Click here to subscribe to The Economist on YouTube: http://econ.trib.al/rWl91R7 Daily Watch: mind-stretching short films every day of the working week. For more …

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Emerging Markets: Week Ahead Preview

2016-12-12

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2016-12-12

After the ECB meeting, we saw curve steepening in the eurozone. This is on top of curve steepening in the US since the elections. While we are nowhere near the magnitude of the 2013 Taper Tantrum, these yield curve dynamics remain negative for EM bonds and EM FX. EM equities are a different matter, supported in part by the continued post-election rally in DM equity markets. Higher commodity should also help insulate some EM countries from the...

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A Disintegrative Winter: The Debt and Anti-Status Quo Super-Cycle Has Turned

2016-12-11

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2016-12-11

Political Polarization Has Exploded Since 2000
With this list of manifestations in hand, we can practically write the headlines for 2017-2025 in advance. How would you describe the social mood of the nation and world? Would anti-Establishment, anti-status quo, and anti-globalization be a good start? How about choking on fast-rising debt? Would stagnant growth, stagnant wages be a fair description? Or how about rising wealth/income inequality? Wouldn't rising disunity and political polarization...

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200 Russian Propaganda Sites, or simply alternative media?

The following is the list of "Russian Propaganda sites", as published by PropOrNot. Several articles by the Washington Post refer to this list. Many sites on that list are based on libertarian ideas and Austrian economics. Those are in favor of a free market economy, they reject central banks and the establishment. The rejection of the U.S. establishment is possibly the only point that are in common with Putin.

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Charles Hugh Smith a Russian Propaganda Site?

2016-12-10

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2016-12-10

WaPo-methodology on identifying "Russian Propaganda " Guilt by Associaton
We highly appreciate the site of Charles Hugh Smith because it integrates good economic graph with critical political comments. A couple of days ago, it appeared on a list of "Russian Propaganda Sites" that got cited by mainstream media.

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Emerging Markets: What has Changed

2016-12-10

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2016-12-10

Hong Kong Chief Executive Leung Chun-ying said he won’t seek a second term. Korea’s parliament voted 234-56 to impeach President Park. Czech National Bank raised the possibility of negative rates to help manage the currency. A Brazilian Supreme Court justice removed Senate chief Renan Calheiros from his post, but was later overturned by the full court. Brazil central bank signaled a possibly quicker easing cycle.

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Global Warm-Ongering: What Happens If Trump Takes US Out Of Paris Agreement?

2016-12-10

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2016-12-10

Global Emissions
For all the shock, horror, and aghast of global warm-ongers, comes a startling revelation: It’s Irrelevant if US Pulls Out of Paris Accord. Donald Trump has sent his clearest message yet about his plans for reshaping US policy on global warming by choosing a chief environmental regulator who has questioned the science of climate change.

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Donald Trump’s protectionism would be devastating for American business

2016-12-09

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Our editor-in-chief Zanny Minton Beddoes discusses the president-elect’s proposed trade policies and how they could end up hurting the very people he is purporting to help.

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Banning the bomb? America and Russia’s nuclear anniversary | The Economist

2016-12-08

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On December 8th 1987 American President Ronald Reagan and Soviet General Secretary Mikhail Gorbachev signed the Intermediate-Range Nuclear Forces Treaty—agreeing to ban an entire class of nuclear weapon. Nearly 30 years on, tensions and recriminations continue to define the relationship between the world’s two biggest nuclear powers Click here to subscribe to The Economist on …

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Populism in America: “Follow the Money”

2016-12-08

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2016-12-08

Shares of Gross Domestic Income
If you want to understand today's populism, don't look to the mainstream media's comically buffoonish propaganda blaming the Russians: look at the four issues listed below. One of the most disturbing failures of the mainstream media in this election cycle was its complete lack of historical context for Trump's brand of populism.If you consumed the mainstream media's coverage of the campaign and election, you noted their obsession with speech acts...

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Our “Gaslight” Economy

2016-12-07

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2016-12-07

Civilian Unemployment Rate
If you don't like what these charts are saying, please notify The Washington Post to add the St. Louis Federal Reserve to its list of Russian propaganda sites. Yesterday I described our gaslight financial system. Today we'll look at our gaslight economy. Correspondent Jason H. alerted me to the work of author Thomas Sheridan ( Puzzling People: The Labyrinth of the Psychopath), who claims to have coined the term gaslighting.

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Personalised medicine could lead to a breakthrough in cancer in 2017 | The Economist

2016-12-07

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Cancer scientists will break new ground in 2017 with the approval of a tailored gene therapy called CAR-T. Next year could be the year for personalised medicine to go mainstream. Click here to subscribe to The Economist on YouTube: http://econ.trib.al/rWl91R7 What are the breakthroughs we’ll all be talking about in the year ahead? A new …

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Trump’s twitter diplomacy: upending the old order, one tweet at a time

2016-12-06

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The American presidency can be used as a bully pulpit, but Donald Trump already has a social-media megaphone of his own. Chinese president Xi Xinping gets to hear it first hand in this week’s KAL cartoon. Click here to subscribe to The Economist on YouTube: http://econ.trib.al/rWl91R7 Daily Watch: mind-stretching short films every day of the …

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Emerging Markets: Preview of the Week Ahead

2016-12-04

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2016-12-04

EM remains a mixed bag. Despite the negative connotations of a rising US rate environment, EM gathered an element of stability last week as the dollar consolidated its recent gains. Rising commodity prices are also helping EM at the margin, with RUB and COP amongst the best last week on higher oil and CLP on higher copper.

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MACRO ANALYTICS – 12 02 16 – Cycles – Anti-Globalization – Debt Super Cycle – w/Charles Hugh Smith

2016-12-04

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ABSTRACT: https://matasii.com/cycles-the-end-of-the-debt-super-cycle-2/

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Net National Savings Rate, the Best Alternative Indicator to GDP Growth

For us the Net National Savings Rate is the best alternative indictator to GDP growth. It is positively correlated with the change in wealth, with the establishment of future productive capacity, the price of government bonds and currency valuations. But today GDP growth is often negatively correlated to the Net Savings Rate. Hence GDP is often a less useful measure.

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Beyond Income Inequality

2016-12-03

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2016-12-03

US Household Wealth
Judging by the mainstream media, the most pressing problems facing capitalism are 1) income inequality, the basis of Thomas Piketty’s bestseller Capital in the Twenty First Century, and 2) the failure of laissez-faire markets to regulate their excesses, a common critique encapsulated by Paul Craig Roberts’ recent book and 2) the failure of laissez-faire markets to regulate their excesses, a common critique encapsulated by Paul Craig Roberts’ recent...

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What a strong US dollar means for the world economy

2016-12-02

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Our editor-in-chief Zanny Minton Beddoes takes us behind this week’s cover to discuss the sharp rise of the dollar of late, and why its surge could pose problems for the world economy. For more videos, visit our YouTube channel https://www.youtube.com/theeconomist

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Six Narratives on the Ascendancy of Trump

2016-12-01

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2016-12-01

Grorss Domestic Income
A remarkably diverse array of "explanations" of Donald Trump's presidential election victory have been aired, representing both the conventional political spectrum and well beyond.

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Which country was the first to decriminalise all drugs? | The Economist

2016-12-01

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Today the UN commission on narcotic drugs meets in Vienna. It does so against a backdrop of increased decriminilisation in many parts of the world, but which was the first country to go all the way? Click here to subscribe to The Economist on YouTube: http://econ.trib.al/rWl91R7 Which country was the first to decriminalise all drugs? …

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