Category Archive: 5) Global Macro

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The Financial Quarterback Josh Jalinski guest Jeffrey Snider

2022-05-14

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Jeffrey Snider, Head of Global Research at Alhambra Investments. He is not an economist, which is probably why he's been able to develop a working model of the global monetary system.

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Synchronizing Chinese Prices (and consequences)

2022-05-14

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2022-05-14

It isn’t just the vast difference between Chinese consumer prices and those in the US or Europe, China’s CPI has been categorically distinct from China’s PPI, too. That distance hints at the real problem which the whole is just now beginning to confront, having been lulled into an inflationary illusion made up from all these things.

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Gravitas: Will Russia invade Finland next?

2022-05-14

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Finland's leaders have agreed to seek NATO membership 'without delay'. Russia has vowed to retaliate if Finland's membership bid is accepted. Will Putin invade Finland next?

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Pressure grows on Europe to secure alternative gas supply | Russia sanctions Gazprom subsidiaries

2022-05-13

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Pressure on Europe to secure alternative gas supplies increased on Thursday as Moscow imposed sanctions on European subsidiaries of state-owned Gazprom a day after Ukraine stopped a major gas transit route.

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Gravitas LIVE: Will Putin attack Finland next? Russia ending “current phases of war” | Palki Sharma

2022-05-13

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Gravitas LIVE: Will Putin attack Finland next? Russia ending “current phases of war” | Palki Sharma - Will Putin attack Finland next? - Russia ending “the current phases of war”

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Neither Confusing Nor Surprising: Q1’s Worst Productivity Ever, April Decline In Employed

2022-05-13

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2022-05-13

Maybe last Friday’s pretty awful payroll report shouldn’t have been surprising; though, to be fair, just calling it awful will be surprising to most people. Confusion surrounds the figures for good reason, though there truly is no reason for the misunderstanding itself. Apart from Economists and “central bankers” who’d rather everyone look elsewhere for the real problem.

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Impact of drought in Somalia exacerbated by Ukraine war | WION Climate Tracker

2022-05-13

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Some of the most vulnerable nations globally like Somalia stand at the risk of increased food insecurity and water scarcity, this is not just due to climate but now also because of the Russia-Ukraine war.

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Jeff Snider on how Russia is using the eurodollar system despite sanctions

2022-05-12

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Paul Buitink talks to Jeff Snider of Alhambra Investments. Jeff explains how Russia, despite the sanctions, is still using the eurodollar system to transact internationally, for example by using off-shore banks across the world and middle-men in China and India.

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Why oligarchs choose London for their dirty money | The Economist

2022-05-12

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Britain is one of the best places in the world to launder dirty money. Our new film tells you why—and asks whether that's likely to change. 00:00 - Welcome to Londongrad 01:07 - Londongrad by design: a history 04:28 - How does British law help money laundering? 06:57 - How dirty money is hidden in property 09:26 - Why Britain's anti-corruption efforts fall short 10:49 - Does oligarch money actually benefit Britain? 12:08 - How can Britain get it...

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Arctic border town of Kirkenes in Norway freezes ties with Russia | WION

2022-05-12

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Norway, which is NATO's northernmost flank, shares land and maritime borders with Russia. The border town of Kirkenes has long been pointed to as a symbol of cross-border harmony in the Arctic but people there are now adapting to a new reality.

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Ukraine forces recaptures Kharkiv towns & villages, residents return to battered villages | WION

2022-05-12

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Ukraine's second largest city of Kharkiv continues to resist Russian attacks. Ukrainian forces are continuing a counter-attack to the North and have recaptured several towns and villages towards the Russian border .

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EU, Japan will implement strong sanctions against Russia and strengthen support for Ukraine: Kishida

2022-05-12

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Amid the ongoing Ukraine war, Japan has agreed to further cooperation with the European Union during the Japan-EU summit as the top EU diplomat said that Europe wants a more big role in Asia and welcomes a Japanese participation in action against Russia.

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Ukraine invasion: Kherson to soon be annexed by Russian troops? | Latest English News

2022-05-12

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Pro Kremlin authorities in Ukraine's southern city of Kherson, the first city to be captured by Russian forces on Wednesday urged President Vladimir Putin to annex the region. Moscow responded to the request saying that the local residents should decide their own fate.

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Eurobonds Behind Euro$ #5’s Collateral Case

2022-05-12

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2022-05-12

The bond market is allegedly populated by the “smart” set, whereas those trading equities derided as the “dumb” money (not without some truth). I often wonder if it’s either/or. The fixed income system just went through this scarcely three years ago, yet all signs and evidence point to another repeat.

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Gravitas: Macron warns against humiliating Putin

2022-05-11

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US President Joe Biden has lined up more military aid to help Ukraine defeat Russia. But his ally, Emmanuel Macron has warned against humiliating Putin. Palki Sharma decodes the different signals from Washington & Paris.

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Industrial Synchronized Demand

2022-05-11

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2022-05-11

Are the industrial commodities starting to get a whiff of demand side rejection? Short run trends suggest that this could be the case. From copper to iron and the highest (formerly) of the high flyers, aluminum, this particular group has been exhibiting a rather synchronized setback going back to the end of March, start of April.

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Live Broadcast | Joe Biden expedites military aid to Ukraine | Direct from Washington, DC

2022-05-10

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WION Live Broadcast | Joe Biden expedites military aid to Ukraine | Direct from Washington, DC - Joe Biden expedites military aid to Ukraine - Alabama manhunt for inmate ends - The Philippines set for the return of the Marcos family - Nepali Sherpa conquers Everest for record 26th time

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Russia-Ukraine crisis: Russia destroys Skovoroda Museum with missile strike | World News

2022-05-10

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More than two months have passed on and the fighting in Ukraine rages on. In the latest development, Kyiv said that Russia has destroyed a Ukrainian museum with a missile strike.

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What Happens When Complexity Unravels?

2022-05-10

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2022-05-10

Those glancing at the appearances will be assured all is well and it will all sort itself out. Those who look behind the screen will move away as fast as they can. When finances tighten, there are two choices: cut expenses or increase revenues. Monopolies, cartels and governments can increase revenues by increasing taxes or the price of goods and services because users /customers / taxpayers have no alternative.

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Russia-Ukraine Conflict Live News Updates: G7 to hold virtual meet with President Zelensky | WION

2022-05-10

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It has been several weeks since the Russian invasion of Ukraine started, and scores of civilians have lost their lives in the conflict. Armies of both countries have been involved in intense fights since Russian troops entered Ukraine. Now, G7 will hold virtual meet with Zelensky.

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