Category Archive: 5) Global Macro

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They jumped the gun on the soft landing, just as markets predicted.

2023-02-01

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Soft landing fever has spread around the world. There are three major reasons why, from US labor stats to China reopening then the idea Europe survived a major scare. On that last one, did it? Latest data from there has gotten as ugly as market curves when predicting that very ugliness.

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Weekly Market Pulse: First, Kill All The Speculators

2023-01-31

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2023-01-31

The Fed meets this week and is widely expected to raise the Fed Funds rate by 0.25% to a range of 4.5% – 4.75%. The market has factored in a small probability that they do nothing and leave rates alone, but they’ll probably do what’s expected because they’ve spent the last couple of months preparing the markets for exactly this outcome.

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You won’t believe what is really behind the Fed’s rate hikes & inflation rhetoric.

2023-01-31

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The FOMC meets again tomorrow and Wednesday to discuss policymakers' views of economic conditions and risks. And they are all based on garbage. This garbage.

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“The Fed lied. Now they’re doing it again,” Jeff Snider

2023-01-30

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Jeff Snider is Chief Strategist for Atlas Financial and co-host of the popular Eurodollar University podcast.

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Proofs Of Recession Are Already Here! – JEFFREY SNIDER

2023-01-30

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Educate my audience about free market economics and the principles and benefits of individual liberty, limited government and sound money. These are America's founding principles, guaranteed by the U.S.

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WION Fineprint: Germany rules out fighter jets demand of Ukraine | World News | English News | WION

2023-01-29

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Germany has announced it is ready to send 14 of its own tanks and to allow others to do so, in an U-turn from its previous position. The decision comes after weeks of pressure on Berlin from Western allies. #Germany #Ukraine #LeopardTanks

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Russia-Ukraine war: 3 killed, 14 injured in Russian strike on residential complex in East Ukraine

2023-01-29

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Three people have been killed and 14 others have been injured in a Russian strike in Eastern Ukraine city. Kiev said that Moscow targeted residential buildings as garages and civilian cars were damaged earlier in an alleged strike in a Ukrainian hospital.

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Self-Reliance in the 21st Century By Charles Hugh Smith, Chapter by Chapter Preview

2023-01-29

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Hear it Here - https://adbl.co/3iJOonl Just as no one was left unaffected by the rise of globalization, no one will be unaffected by its demise. The only response that reduces our vulnerability is self-reliance. When Ralph Waldo Emerson wrote his famous essay Self-Reliance in 1841, the economy was localized and households supplied many of their own essentials. In our hyper-globalized economy, we’re dependent on distant sources for our...

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Ep. 293: The State Episode with Doug Casey and Charles Hugh Smith with Michael Covel

2023-01-28

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My guests today are Doug Casey and Charles Hugh Smith. Casey is the founder and chairman of Casey Research, a provider of paid subscription newsletter services espousing libertarian viewpoints as the justification for the purchase of highly speculative microcap stocks, precious metals, and other investments. Smith is an American writer and blogger. He is the chief writer for the site “Of Two Minds”. Started in 2005, this site has been listed No....

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It’s a really bad sign for everyone. Just don’t call it unexpected.

2023-01-28

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Intel's earnings and guidance were truly epic, for all the wrong reasons. Heed these big name warnings, which are only too consistent with market positions and increasingly economic data. They are all pointing us toward a near-term future which is likely to produce a lot of tears before it's over.

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Of Two Minds with Charles Hugh Smith, Ep #23

2023-01-27

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Today’s guest is Charles Hughes Smith, who’s been writing about socioeconomic and technology trends since 2005 on his blog, “Of Two Minds.” His blog hosts over 4,000 pieces of original content. His work is also on Patreon and ZeroHedge. Charles seeks to understand why our sociopolitical and economic systems are failing and lays out alternative ways to find a sustainable way of living. His work doesn’t fit into an ideological box and he believes...

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This is what always happens before falling through the floor.

2023-01-27

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US GDP data was solidly - recessionary. There's no soft landing here; on the contrary it is following the established pattern. The economy isn't rebounding, it is highly unstable in the same way as what happened just prior to previous recessions. Looking into the report's details confirms the interpretation.

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The universe’s biggest mystery

2023-01-26

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Dark matter and dark energy dominate our universe. They’re both highly mysterious, invisible and difficult to detect. So what are they, and how do we know they even exist? 00:00 - What is the universe made of? 01:53 - What is dark matter? 05:32 - What is dark energy? 08:54 - The future of the universe Sign up to our weekly science newsletter: https://econ.st/3GBhFJX Find all of our science and technology coverage: https://econ.st/3Z632FK...

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Time has run out and there’s no escaping what’s next.

2023-01-26

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Government officials and politicians, even stock market "analysts", these are the last people you want to depend on for useful macro analysis. What is dependable has been unmistakable if you haven't been distracted.

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Debt ceiling forces TGA down and bank reserves out. Is inflation about to make a comeback?

2023-01-25

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The Treasury's extraordinary measures to avoid breaching the debt ceiling includes winding down its TGA balance with the Fed. The unintended consequence is to raise the level of bank reserves at the same time the Fed is attempting to reduce them (QT).

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Ep 52 – Jeff Snider: Solving the Eurodollar Puzzle

2023-01-25

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Jeff Snider, Headmaster of Eurodollar University, joins the podcast to talk about the perverse complexities of the Eurodollar system. What even is a Eurodollar? Why was the system created?

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Weekly Market Pulse: A Fatal Conceit

2023-01-24

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2023-01-24

Inflation* in the US is falling rapidly with the CPI rising just 0.9% in the second half of 2022 versus 5.4% in the first six months. Existing home sales are down 14.6% in the last 3 months and 34% over the last year. Housing starts are down 22% and permits are down 30% year-over-year. Orders for durable goods are down 1.2%, exports are down 3.8%, and imports are down 4.3% over the last 3 months.

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No longer a question of “if” or even “when”, instead “how long” and “how bad.”

2023-01-24

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We have big and growing economy problem on our hands, one that is confirmed more every passing day by ominous, persistently negative developments. Yet, when you examine a specific class of data, you see none of this.

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Macron-Scholz meet in Paris: Macron says sending tanks to Ukraine must not escalate the crisis

2023-01-23

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German Chancellor Olaf Scholz is in Paris to meet French President Macron. The French President said that sending tanks to Ukraine must not escalate the crisis.

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Self-Reliance in the 21st Century Audiobook Preview By: Charles Hugh Smith

2023-01-23

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Hear it Here - https://adbl.co/3iJOonl Just as no one was left unaffected by the rise of globalization, no one will be unaffected by its demise. The only response that reduces our vulnerability is self-reliance. When Ralph Waldo Emerson wrote his famous essay Self-Reliance in 1841, the economy was localized and households supplied many of their own essentials. In our hyper-globalized economy, we’re dependent on distant sources for our...

Read More »