Category Archive: 5) Global Macro

Queen Elizabeth II: her reign in numbers

Queen Elizabeth II has died. Her 70-year reign was the longest of any British monarch—and spanned a period in which the world has radically changed. This is the story of her remarkable reign in numbers. 00:00 - Queen Elizabeth II: her reign in numbers 01:20 - How Britain transformed 03:00 - How many hours has the Queen worked? 04:14 - The Queen and the Commonwealth 04:45 - Number of countries the Queen has visited 05:58 - The Queen, Popes and US...

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Why Some Cities May No Longer Be Viable

Any city whose lifeblood ultimately depends on hyper-globalization and hyper-financializationwill no longer be viable. The human migration from the countryside to cities has been an enduring feature of civilization.Cities concentrate wealth, productivity and power, and so they're magnets to talent and capital, offering newcomers the greatest opportunities.

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Putin seeks closer ties with Asia as tensions with West intensifies | Latest World News | WION

Russian President Vladimir Putin attended large-scale military exercises on Tuesday involving China and several other nations, this comes as Moscow seeks to strengthen its diplomatic ties in Asia amid the ongoing western sanctions.

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Weekly Market Pulse: The More Things Change…

I stopped in a local antique shop over the weekend. The owner is retiring and trying to clear out as much as she can before they close the doors so I paid a mere $3 for the Life magazine above. I think it might be worth many multiples of that price for investors who think our situation today is somehow uniquely bad. The cover headline could just as easily be describing today as 1970.

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Weekly Market Pulse (VIDEO)

Alhambra CEO Joe Calhoun compares the similarities between today’s bear market and past ones, plus last week’s data on the economy, employment, and whether the new data points to recession.

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Gravitas: Is Ukraine using ‘fake profiles’ to lure Russian soldiers?

Is Ukraine 'honey-trapping' Russian soldiers? Reports claim, Ukrainian hackers are creating fake Facebook profiles of 'conventionally attractive' women to lure Russian troops. Palki Sharma gets you a report on the alleged honey-trapping feats.

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Gravitas: China, Russia fire machine guns into Sea of Japan

Chinese and Russian warships fired machine guns into the Sea of Japan. Today - in a show of force, Russian President Vladimir Putin oversaw war games involving troops from several nations. Palki Sharma tells you more about Putin's powerplay.

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Historic shift in Russian energy flows, becomes China’s 4th largest LNG supplier | Latest | WION

The coordinated sanctions imposed on Russian oil and gas by the US, Europe and their Pacific allies have led to a historic shift in the direction of the Russian energy flow.

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The Global Energy Crunch

If we insist on doing the transition the hard, slow, costly way rather than the easy, fast, cheap way, it's going to be a needlessly arduous, soul-crushing slog. Let's cover a few common-sense points and ask a few questions about the Global Energy Crunch.

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Oil up nearly 3% as OPEC+ agrees to small oil output cut | WION Business News

Oil prices rose about 3% on Monday, as OPEC+ members agreed to a small production cut of 100,000 barrels per day to bolster prices.

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How to Know When the Fed will Stop Rate Hikes [Ep. 283, Eurodollar University]

In 2000 and 2006 the inversion of future 2-year rates and current 2-year rates correctly predicted when the Fed would stop hiking rates. Of course, the Fed had no idea it would stop -- markets knew it though. Where is the future 2-year rate relative today? An eyelash from inversion.

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Ukraine: IAEA Director General Rafael Grossi leads Zaporizhzhia inspection | World News | WION

International Atomic Energy Agency's team led by chief Rafael Grossi has visited the Zaporizhzhia nuclear plant to assess damages that occurred by consistent shelling. Grossi, the head of the UN nuclear watchdog says the physical integrity of the Russian-occupied nuclear plant in Ukraine had been violated several times.

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The System Is Busy Cannibalizing Itself

As the word suggests, cannibalism won't end well for those consumed by the infinitely insatiable few. Cannibalize is an interesting word. It is a remarkably graphic way to describe the self-inflicted destruction of a system by stripping previously functional subsystems to sustain the illusion of system functionality. Here are some examples.

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Russia kicks off ‘Vostok 2022’, India and China among the participants | International News | WION

For the next 7 days, Russia will undertake massive military drills along with troops of at least 12 countries including China and India. The drills mark increasingly close defense ties between Moscow and Beijing.

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Gravitas: EU scraps VISA agreement with Russia

The European Union has cancelled a 2007 VISA agreement with Russia. Russian citizens will now have to pay more and wait longer to get VISAs from EU member states. Is Europe right in punishing civilians for Putin's war? Palki Sharma tells you.

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WION Fineprint | NATO chief warns about Russia’s Arctic military build-up

NATO Secretary General Jens Stoltenberg has called for more investment in the Arctic as Moscow reopens hundreds of Soviet-era military sites.

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Global Financial Crisis Jeff Snider | Indian Rupee

Global Financial Crisis Jeff Snider Indian ruppee. India #jeffsnider#treasurybills#economy#useconomy

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Putin to not attend Mikhail Gorbachev’s funeral, skip due to ‘work schedule’ | Latest News | WION

Russian President Vladimir Putin will not be attending the funeral of Mikhail Gorbachev who was Soviet Union's last leader. The leader died at the age of 91.

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Powell’s White Whale

The lagged effect of inflation. “Just call me Ishmael,” Jay.

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Goldilocks Calling

Since the summer of 2020, my expectation for the US economy has been that once all the COVID distortions are gone, it would revert to its previous trend growth of around 2%. And that seems to be exactly what is going on with the economy right now.

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