Category Archive: 5) Global Macro

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Emerging Markets: Preview of the Week Ahead

2016-04-18

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2016-04-18

(from my colleague Dr. Win Thin) EM ended last week on a firm note.  Given the absence of any Fed-specific risks or any major US data releases, that firmness could carry over into this week.  The failure to reach an agreement in Doha by oil pro...

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Weekly Emerging Markets: What has Changed

2016-04-15

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2016-04-15

Bank Indonesia will use the 7-day reverse repo rate as its new benchmark policy rate The ruling party in South Korea unexpectedly lost parliamentary elections The Monetary Authority of Singapore eased monetary policy to recession settings Turkey has nominated its next central bank chief The Brazilian special lower house committee voted 38-27 in favor of …

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Charles Hugh Smith on An Economy of One

2016-04-13

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Charles Hugh Smith joins Doug Miller on An Economy of One to discuss ways to develop skills that will make you more employable in today’s challenging economy. The article: http://www.oftwominds.com/blogmar16/min-wage-purgatory3-16.html You can find Charles’ blog at www.oftwominds.com His books: http://www.oftwominds.com/CHS-books.html

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MACRO ANALYTICS – 04 01 16 – Our “Lawnmower Economy” w/Charles Hugh Smith

2016-04-12

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ABSTRACT: http://www.gordontlong.com/Macro_Analytics.htm#04-08-16

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Emerging Markets: Preview of the Week Ahead

2016-04-11

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2016-04-11

(from my colleague Dr. Win Thin) Some dovish signals from the Fed and a bounce in oil prices helped EM end last week on a firm note.  This week, the US retail sales report could be important, and the same goes for CPI and PPI data too.  The Fed?...

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Weekly Emerging Markets: What has Changed

2016-04-08

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2016-04-08

Bank Indonesia signaled it may pause its easing cycle.  Senior Deputy Governor Adityaswara said “We want to see the impact on growth and inflation before we do the next cut.”  Elsewhere, Governor Martowardojo said that the central bank must be carefu...

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Frisky Yen Upsets Japan’s GOSPLAN

2016-04-06

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2016-04-06

  It Wasn’t Supposed to Do That… When you’re a central banker in a pure fiat money system and even your ability to print your own currency into oblivion is questioned by the markets, you really have a problem. This is actually funny on quite a number...

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Latin America – Seven Ugly Sisters in Deep Political Trouble

2016-03-24

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2016-03-24

Get beyond endless Latin American headlines burning column inches and you come to far broader strategic conclusion: The seven ‘ugly Latino sisters’, namely Brazil, Venezuela, Ecuador, Bolivia, Colombia, Mexico and Argentina are all deep political trouble from collapsed benchmark prices.

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What Killed the Middle Class?

The Great Prosperity and Regression
If the four structural trends highlighted below don't reverse, the middle class is heading for extinction. Everyone knows the middle class is fading fast. I've covered this issue in depth for years, for example: Honey, I Shrunk the Middle Class: Perhaps 1/3 of Households Qualify (December 28, 2015) and What Does It Take To Be Middle Class? (December 5, 2013)

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Emerging Markets: Preview of the Week Ahead

2016-03-20

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2016-03-20

EM ended the week on a mixed note after posting strong post-FOMC gains. The bounce in risk seems likely to continue this week, with little on the horizon to derail it. Specific country risk remains in play, however, with heightened political concerns in Brazil and South Africa. Taiwan reports February export orders Monday, which are …

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Weekly Emerging Markets: What has Changed?

2016-03-18

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2016-03-18

China press is reporting that policymakers are drafting rules for a so-called Tobin tax on yuan transactions.  This would seem to go against China’s efforts at making the yuan more accessible and liquid.  While it could deter speculative activity, th...

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Can we train our brains to process information differently? | The Economist

2016-03-18

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Reading Braille is a tactile activity. But an experiment by researchers at Jagiellonian University in Poland shows that sighted people can coax the visual part of our brains to read it. Click here to subscribe to The Economist on YouTube: http://econ.trib.al/rWl91R7 Check out Economist Films: http://films.economist.com/ Check out The Economist’s full video catalogue: http://econ.st/20IehQk Like …

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Why concussion in sport needs to be tackled | The Economist

2016-03-15

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New research suggests that repeated concussion may lead to CTE, a degenerative brain disease. Sports like American football and rugby need better safeguards for players. Click here to subscribe to The Economist on YouTube: http://econ.trib.al/rWl91R7 Check out Economist Films: http://films.economist.com/ Check out The Economist’s full video catalogue: http://econ.st/20IehQk Like The Economist on Facebook: https://www.facebook.com/TheEconomist/...

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Charles -Hugh- Smith – Nearly- Free- University

2016-03-14

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http://www.oftwominds.com/blog.html Like #Berniesanders, economist, author, and financial blogger Charles Hugh Smith believes college should be free (or nearly free.) The way to do this, he says, is not by taxing others, but by re-thinking traditional educational delivery methods (ex: expensive buildings, classrooms, professors, etc.) and taking advantage of modern technology. Higher education as currently delivered, …

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Emerging Market Preview: Week Ahead

2016-03-13

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2016-03-13

EM enjoyed an extended rally last week, and it should carry over to the early part of the week. The Wednesday FOMC meeting poses a risk to EM, especially if markets continue to price in a more hawkish Fed. The dot plots and press conference will be very important. BOE and the Norges Bank also … Continue reading »

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How to predict rogue waves | The Economist

2016-03-10

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Rogue waves can damage and even sink vessels. Researchers at the Massachusetts Institute of Technology have come up with an algorithm that predicts when they are about to strike Click here to subscribe to The Economist on YouTube: http://econ.trib.al/rWl91R7 Sailors and fishermen spend days, sometimes weeks, at sea often battling stormy weather. Dangerous conditions can …

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Anti-Trump advertising: A last-ditch attack | The Economist

2016-03-10

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Anti-Trump groups are spending millions on negative advertising ahead of key primaries on Tuesday Click here to subscribe to The Economist on YouTube: http://econ.st/2lI31px Daily Watch: mind-stretching short films throughout the working week. For more from Economist Films visit: http://econ.st/2lJ3rMf Check out The Economist’s full video catalogue: http://econ.st/20IehQk Like The Economist on Facebook: http://econ.st/2lI330D Follow …...

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The Bionic Man

2016-03-08

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How does it feel to move a foot that isn’t even there? The world’s first recipient of a thought-controlled bionic leg reveals all. Future Works features the people doing tomorrow’s jobs today. The series examines the impact of new technology in creating new jobs—and transforming existing ones. It looks beyond the gadgets to reveal what … Continue reading...

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Emerging Markets Preview: Week Ahead

2016-03-07

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2016-03-07

(from my colleague Dr. Win Thin)Risk sentiment ended last week on a strong note, and that should carry over into this week.  The global liquidity backdrop remains positive for EM, with the ECB widely expected to add more stimulus on Thursday.  I...

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Emerging Markets: What has Changed

2016-03-04

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2016-03-04

In the EM equity space, Brazil (+17.8%), Singapore (+7.1%), and India (+6.4%) have outperformed this week, while Qatar (+0.6%), Poland (+1.1%), and Malaysia (+1.7%) have underperformed.  To put this in better context, MSCI EM rose 6.8% this week whil...

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