Category Archive: 5) Global Macro

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Revolutionary Guards: The Way of the Iranian Future

2016-03-03

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2016-03-03

Iranian elections have supposedly put a very nice ‘moderate’ spin on Iranian politics in parliamentary ranks, and more importantly, Assembly of Experts composition. While it would be churlish to deny, it represents a significant step forward for Pres...

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Emerging Market Preview, First Week of March

2016-02-29

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2016-02-29

  EM ended last week on a soft note, due to a variety of both external and internal factors.  Firm US data continue to support our call for resumed Fed tightening, and this gave the dollar a bit of a bid.  With the dollar gaining against the majors, this spilled over into generalized dollar gains … Continue reading »

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Weekly Emerging Markets: What has Changed?

2016-02-26

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2016-02-26

(from my colleague Dr. Win Thin)

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Ports and policy in Indonesia: A maritime superpower in the making?

2016-02-25

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Indonesia’s president has ambitious plans to overhaul the country’s backward infrastructure. He had better work fast 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: …...

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The New Food Revolution

2016-02-24

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Have they found a better way to feed the planet? Meet the people hoping to revolutionise the food chain. 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 it’s like to work … Continue...

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Meat Makers: the artificial beef revolution | The Economist

2016-02-24

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Can we improve on nature? The race is on to create man-made meat. Click here to subscribe to The Economist on YouTube: http://econ.trib.al/rWl91R7 Being top of the food chain has its advantages but it takes 65 billion farm animals every year to feed our appetite for meat, and livestock farming is one of the biggest …

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Emerging Market Preview: Week Ahead

2016-02-22

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2016-02-22

(from my colleague Dr. Win Thin) We think that it’s still too early to say whether Friday's price action was simply profit-taking ahead of the weekend, or the resumption of overall negative market sentiment.  We think the global backdrop rem...

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MARO ANALYTICS – 02 16 16 – US$ & THE GLOBAL “PEG PAIN TRADE” w/Charles Hugh Smith

2016-02-21

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See Macro Analytics Home Page for a full abstract of this video LINK: http://www.gordontlong.com/Macro_Analytics.htm

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Space Invaders: the entrepreneurs taking humans into space

2016-02-19

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There’s a new space race. In the Mojave desert, SPACE INVADERS follows entrepreneurs and young dreamers as they scramble to get out into the cosmos. Click here to subscribe to The Economist on YouTube: http://econ.trib.al/rWl91R7 Future Works features the people doing tomorrow’s jobs today. The series examines the impact of new technology in creating new …

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Donald Trump’s terrible appeal

2016-02-13

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The Republican frontrunner is beginning to look unstoppable. How is this possible?

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Weekly Emerging Markets: What has Changed?

2016-02-12

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2016-02-12

In the EM equity space, Colombia (+0.3%), Chile (+0.2%), and Poland (-0.6%) have outperformed this week, while India (-6.6%), Czech Republic (-5.5%), and Hong Kong (-5.0%) have underperformed.  To put this in better context, MSCI EM fell -3.9% this w...

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E-Sports Superstars: gamers earning millions

2016-02-09

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Are they the athletes of tomorrow or gaming geeks who just got lucky? Discover the future face of sport in E-Sports Superstars. Click here to subscribe to The Economist on YouTube: http://econ.trib.al/rWl91R7 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 …

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Gamer Johan “BigDaddy” Sundstein and the $18m prize

2016-02-09

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Meet Johan, aka BigDaddy. The 21-year-old is a global superstar in the world of competitive online gaming. He is about to compete for an $18 million prize in a gaming tournament watched by 134 million people. The latest episode in Future Works. Future Works features the people doing tomorrow’s jobs today. The series examines the …

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Emerging Markets: Preview of the Week Ahead

2016-02-08

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2016-02-08

Czech Republic reported disappointing December industrial (0.7 vs 5.9% y/y consensus).  It reported a small trade surplus rather than the expected deficit.  It will report January CPI on Friday, and is expected to rise 0.5% y/y vs. 0.1% in December. ...

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China’s 3 trillion dollar mistake

When looking at the current state of the Chinese economy it is important to note what happened leading up the ongoing predicament. By managing the USD/CNY exchange rate the Chinese factory worker was essentially funding excess consumption in the Unit...

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Emerging Markets: What has Changed

2016-02-05

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2016-02-05

In the EM equity space, UAE (+6.2%), Indonesia (+4.0%), and Qatar (+1.8%) have outperformed this week, while Hong Kong (-2.0%), Czech Republic (-1.9%), and Hungary (-1.2%) have underperformed.  To put this in better context, MSCI EM fell -0.1% this w...

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The drone business

2016-02-03

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From agriculture to construction, drones and their pilots are popping up everywhere. 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 it’s like to work in the emerging industries of the future. …

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Emerging Market Preview: Week Ahead

2016-02-01

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2016-02-01

As we suspected, the current EM bounce still has some legs.  The BOJ’s surprise easing helped EM and risk end on last week on a strong note, and we expect that to carry over into this week.  Within EM, we will start to see the first readings for January.     The biggest risk perhaps is the … Continue reading »

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Drone Rangers: how the technology can catch poachers and save lives

2016-01-29

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They never leave the ground—but these are the pilots of the future… Click here to subscribe to The Economist on YouTube: http://econ.trib.al/rWl91R7 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 it’s …

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Can drones save the rhino?

2016-01-27

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In 2014, poachers slaughtered over 800 rhinos in Kruger National Park. But policing an area the size of New Jersey is not easy. Can drone pilots help to stop the killing? 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. … Continue...

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