Category Archive: 5) Global Macro
Forget Non-Farm Payrolls, Take US Personal Disposable Income as Lead Economic Indicator
The unreliable Non-Farm Payrolls has far too much importance Interesting to see that markets needed two relatively bad NFPs to really believe that their main indicators, the “Non-Farm Payroll” reports were strongly biased in January and February by a positive weather effect. HFT algorithms that highly influence stock market prices, are not able to take …
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05-03-12 – US HOUSING: Shifting Perceptions and Demographics – Charles Hugh Smith.wmv
Gordon T Long and Charles Hugh Smith follow up on their “Generational Cycles” presentation and continue with a discussion on the shifitng perceptions and demographics which are now impacting the US Housing industry.
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05-01-12 – “GENERATIONAL CYCLES” – Charles Hugh Smith on MACRO ANALYTICS.wmv
Gordon T Long and Charles Hugh Smith discuss GENERATIONAL CYCLES in Economics and Financial Markets.
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Round Table with Charles Hugh Smith & Rick Ackerman–23.Apr.2012
http://www.FinancialSurvivalNetwork.com presents Charles Hugh Smith and Rick Ackerman joined us today for another investment roundtable, and what to do with your retirement investments was a big topic. Each day, the government gets more desperate in their frantic search for new revenues to keep the bankrupt system afloat. Therefore, the multi-trillion dollar pool of private retirement …
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Charles Hugh Smith on the Death of the Middle Class–17.Apr.2012
www.FinancialSurvivalNetwork.com presents Charles Hugh Smith is a published author who also has the blog OfTwoMindz. He has studied economic cycles and his prognosis for the country is not positive. But, he has developed a number of steps that you can take to avoid much of the brunt of the coming economic calamity. HisUnconventional Guide to …
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Keynesians vs. Anti-Keynesians: How price deflation has kick started the US growth
In recent posts Keynesians were criticized that hikes in the monetary base like Quantitative Easing (QE2) failed to lift the US economy, but it was the debt ceiling that helped to restore confidence in the US and that austerity can lead to GDP growth. Paul Krugman angrily replied that “even a huge rise in the …
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Costerg Says Triple Shock to Send Europe Into Recession
Dec. 19 (Bloomberg) — Thomas Costerg, a European economist at Standard Chartered Bank Plc, talks about shocks to the euro-zone economy in 2012. He speaks with Owen Thomas on Bloomberg Television’s “On the Move.”
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Costerg Says Triple Shock to Send Europe Into Recession
Dec. 19 (Bloomberg) -- Thomas Costerg, a European economist at Standard Chartered Bank Plc, talks about shocks to the euro-zone economy in 2012.
He speaks with Owen Thomas on Bloomberg Television's "On the Move."
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Charles Hugh Smith: Why Local Enterprise Is The Solution
A growing number of individuals believe our economic and societal status quo is defined by unsustainable addiction to cheap oil and ever increasing debt. With that viewpoint, it’s hard not to see a hard takedown of our national standard of living in the future. Even harder to answer is: what do you do about it? …
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Deutliche Unterschiede bei Bruttonationaleinkommen und Bruttoinlandsprodukt
Deutliche Unterschiede bei Bruttonationaleinkommen (BNE) und Bruttoinlandsprodukt (BIP) Im Gegensatz zu Irland und Luxemburg, wo das BIP wesentlich grösser als das BNE ist, ist es mit der Schweiz umgekehrt. Aufgrund der globalen Aktivitäten der Schweizer Firmen wuchs das BNE in den letzten Jahren wesentlich stärker als das BIP. Die einzige Ausnahme sind 2007 und 2008, …
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