Category Archive: 5) Global Macro

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Can Brazil Survive Bolsonaro? | The Economist

2021-06-04

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Since coming to power President Jair Bolsonaro has shaken democracy, accelerated deforestation in the Amazon and played down the danger of the coronavirus pandemic, with calamitous results. Could Brazil survive another four years of his leadership? Read the special report here: https://econ.st/3fPue6S Find all of our coverage of the Americas: https://econ.st/3g4gLXZ Read all of coronavirus coverage here: https://econ.st/3vMo6BU How Jair...

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SMART BOURSE – L’invité de la mi-journée : Thomas Costerg (Pictet WM)

2021-06-03

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Jeudi 3 juin 2021, SMART BOURSE reçoit Thomas Costerg (Économiste sénior US, Pictet WM)

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(Not) Living Large on Social Security

2021-06-03

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2021-06-03

Social Security, 1960 - 2020
How many retired workers are getting less than $1,000 per month in Social Security benefits? The question came up and I was curious enough to find the answer, and download the data into an Excel spreadsheet which I saved as a

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Increasingly Chaotic Volatility Ahead–The New Normal Few Think Possible

2021-05-31

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2021-05-31

The standard debate about the future of the economy is: which will we get, high inflation or a deflationary collapse of defaults and asset bubbles popping? The debate goes round and round in widening circles of complexity as analysts delve into every nuance of the debate.

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Why hunting animals could be good for conservation | The Economist

2021-05-29

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Trophy hunting sparks outrage around the world. But the highly controversial sport can actually help to protect some of Africa's most endangered big animals. Here's how. Find The Economist’s latest coverage of Africa: https://econ.st/3bTxaNw Sign up to The Economist’s daily newsletter to keep up to date with our latest coverage: https://econ.st/3l79OHi Read more about airlines banning trophy hunting: https://econ.st/3bVs6by Does conservation...

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SMART BOURSE – L’invité de la mi-journée : Thomas Costerg (Pictet WM)

2021-05-27

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Jeudi 27 mai 2021, SMART BOURSE reçoit Thomas Costerg (Économiste sénior US, Pictet WM)

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Systemic Risks Abound

2021-05-27

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2021-05-27

Summary of Recent Warning Re Intermediate Trend In Equities
For the past 22 years, every time the stock market whimpered, wheezed or whined, the Federal Reserve rushed to soothe the spoiled crybaby. There are two consequential results of the Fed as savior: The Fed has perfected moral hazard. Organic (i.e. non-manipulated) market forces have been extinguished.

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FOMO Is Loco

2021-05-26

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2021-05-26

We can also posit a general rule that those who inherit wealth and succumb to FOMO are eventually less wealthy while those who are wealthy and take a pass on FOMO / hoarding at the top of the manic frenzy increase their wealth.

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Fed to Treasury Dealers and Congress: We Can’t Count On You, We’re Taking Charge

2021-05-25

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2021-05-25

Total Assets: Wednesday Level, 2005-2021
The Fed sees itself as trapped by the incompetence and greed of the other players and by its own policy extremes that were little more than expedient "saves" of a system that is unraveling due to its fragility and brittleness.

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How covid-19 exposes systemic racism in America | The Economist

2021-05-24

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Black people in America are twice as likely to die from covid-19 as white people. This highlights the country’s ongoing struggle with structural racism, as our experts explain Sign up to our weekly American politics newsletter “Checks and Balance,” to keep up to date: https://econ.st/3vlemOX Read our special report on race in America: https://econ.st/2QOtjKs George Floyd’s legacy, a year since his murder: https://econ.st/3oKjx8A How...

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Charles Hugh Smith on the Era of Accelerating Expropriations

2021-05-21

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Http://financialrepressionauthority.com/2021/05/20/the-roundtable-insight-charles-hugh-smith-on-the-era-of-accelerating-expropriations/

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How to deal with big tech | The Economist

2021-05-21

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Senator Amy Klobuchar is leading a crusade against big-tech giants such as Apple, Amazon, Microsoft, Facebook and Google. These companies dominate the S&P 500 and wield a huge amount of influence. Should they be broken up? Read more here: https://econ.st/3bK8w1U 00:00 - Problems with big tech 01:07 - The effect of business monopolies 02:28 - How to rein in big tech firms 04:45 - Could regulation harm consumers? 06:45 - Epic Games v Apple...

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SMART BOURSE – L’invité de la mi-journée : Thomas Costerg (Pictet WM)

2021-05-20

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Jeudi 20 mai 2021, SMART BOURSE reçoit Thomas Costerg (Économiste sénior US, Pictet WM)

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Sickcare is the Knife in the Heart of Employment–and the Economy

2021-05-18

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2021-05-18

Health Expenditures per Capita, 2005-2021
We need to change the incentives of the entire system, not just healthcare, but if we don't start with healthcare, that financial cancer will drag us into national insolvency all by itself. American Healthcare is a growth industry in the same way cancer is a growth industry: both keep growing until they kill the host, which in the case of healthcare is the U.S. economy. While a great many individuals in the system care about improving the...

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Fortnite to far right: the rise of digital extremism | The Economist

2021-05-15

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In America, far-right extremism is now considered a greater domestic threat than Islamist terrorism. The pandemic has exacerbated the spread of white supremacism and neo-nazism, which are a plague to global security.

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Why Wage Inflation Will Accelerate

2021-05-15

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2021-05-15

Wages Share Income, 1960 - 2020
The Fed has created trillions out of thin air to boost the speculative wealth of Wall Street, but it can't print experienced workers willing to work for low wages. The Federal Reserve is reassuring us daily that inflation is temporary, but allow me to assure you that wage inflation is just getting started and will accelerate rapidly.

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Covid-19: how many people have died? | The Economist

2021-05-14

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Officially, covid-19 has killed 3m people around the world. But statistical modelling from The Economist suggests the number could be as much as four times higher. Chapters 00:00 - How accurate is the official death toll? 01:25 - How to calculate the real death toll 02:10 - How to calculate India’s death toll? 03:25 - Where has the death toll been underreported? 04:14 - Where are excess deaths lower than expected? 05:06 - India’s second wave...

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The ‘Take This Job and Shove It’ Recession

2021-05-13

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2021-05-13

Wages Share Income, 1960 - 2020
So hey there Corporate America, the Fed and your neofeudal cronies: take this job and shove it. This time it really is different, but not in the way the Wall Street shucksters are claiming.

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Is Myanmar a failed state? | The Economist

2021-05-11

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Myanmar is on the brink of collapse. Its armed forces are continuing a brutal crackdown—arresting, torturing and killing protesters—as Aung San Suu Kyi, Myanmar’s de-facto leader, is detained. Our experts answer your questions. Chapters 00:00 - What will happen to Aung San Suu Kyi? 02:15 - What are India and China doing? 03:37 - Should the West intervene? 05:25 - What’s happening to the Rohingya refugees? 07:16 - How will Myanmar’s neighbours be...

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Here’s How ‘Everything Bubbles’ Pop

2021-05-10

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2021-05-10

Dot-Com Bubble and Pop, 1994 - 2006
At long last, the moment you've been hoping for has arrived: you're pitching your screenplay to a producer. Your agent is cautious but you're confident nobody else has concocted a story as outlandish as yours. Your agent gives you the nod and you're off and running:

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