Category Archive: 5) Global Macro

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Dollar Runs Out of Steam as Sterling Leads the Way

2021-01-12

The US curve continues to steepen; real US yields have become less negative; UST supply will remain an issue as $38 bln of 10-year notes will be sold today; Brazil reports December IPCA inflation.

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They’ve Gone Too Far (or have they?)

2021-01-10

by Jeffrey P. Snider

2021-01-10

Between November 1998 and February 1999, Japan’s government bond (JGB) market was utterly decimated. You want to find an historical example of a real bond rout (no caps nor exclamations necessary), take a look at what happened during those three exhilarating (if you were a government official) months.

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There’s Always A First Time

2021-01-09

by Jeffrey P. Snider

2021-01-09

Is it a race against time? Or is it trying to set aside today so as to focus entirely on a specific kind of tomorrow? It’s easy to do the latter especially when today is what it is; you can’t change what’s already gone on.

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Inflation: could covid-19 cause prices to rise? | The Economist

2021-01-08

by The Economist

In the past two decades inflation has puzzled economists by remaining low in good times and bad. Could the pandemic cause it to rise? Sign up to The Economist’s daily newsletter to keep up to date with our latest coverage: https://econ.st/3aor3kg Find all of our finance and economics coverage: https://econ.st/3nsEfZm Read our special report about how inflation is losing its meaning as an economic indicator: https://econ.st/3noSaPY How to...

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Charles Hugh Smith The Fourth Estate’s Role in Thrusting America into Fascism

2021-01-08

by Charles Hugh Smith

Charles Hugh Smith explains the “Fourth Estate” that refers to the press and news media, both in explicit capacity of advocacy and implicit ability to frame political issues.

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Seizing The Dirt Shirt Title

2021-01-06

by Jeffrey P. Snider

2021-01-06

In mid-December 2019, before the world had heard of COVID, China’s Central Economic Work Conference had released a rather startling statement for the world to consume. In the West, everything was said to be on the up. Central banks had responded, forcefully, many claimed, more than enough to deal with that year’s “unexpected” globally synchronized downturn.

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Bill Gates: How to fund the green revolution | The Economist

2021-01-01

by The Economist

Bill Gates outlines his vision for a global green revolution. He tells Zanny Minton Beddoes, our editor-in-chief, how renewable energy is merely the first step in combatting climate change. 00:00 - How to fund a green economy 00:38 - Lessons from the pandemic 01:52 - Behaviour change v innovation in technology 03:36 - Most promising renewable technologies 04:31 - Private sector investment in green technology 06:30 - How essential are carbon...

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Misty Copeland: why ballet has so few black dancers | The Economist Podcast

2020-12-28

by The Economist

Misty Copeland made history by becoming the first black female principal dancer at American Ballet Theatre. She talks to The Economist about the lack of diversity in ballet. 00:00 - Misty Copeland: superstar ballerina 00:24 - The power of the arts 02:15 - Ballet’s lack of diversity 04:28 - Is casting in ballet racist? 05:51 - Colour-blind casting in ballet 07:37 - Blackface in ballet 09:21 - The impact of Obama’s presidency Listen to the full...

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The World in 2021: five stories to watch out for | The Economist

2020-12-23

by The Economist

The World in 2021 will start to look beyond covid-19: to the launch of an asteroid-smashing space probe, the next step in the fight against climate change and China’s supremacy at the box office. Here are five stories to watch out for. 00:00 - Top five stories for 2021 00:39 - Democracy under threat 04:17 - The electric revolution revs up 06:55 - A chance to turn a corner on climate change 10:39 - China v Hollywood: battle of the box offices 14:40...

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Drivers for the Week Ahead

2020-12-21

by Win Thin

2020-12-21

As of this writing, a stimulus deal is close and a US government shutdown Monday may have been avoided; the Fed gave US banks the go-ahead to resume stock buybacks Friday; Fed manufacturing surveys for November will continue to roll out; weekly jobless claims will be reported on Wednesday due to the holiday.

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When Social Capital Becomes More Valuable Than Financial Capital

2020-12-20

by Charles Hugh Smith

2020-12-20

This devaluation of financial wealth--and its transformation to a dangerous liability-- will reach extremes equal to the current extremes of wealth-income inequality.

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