Category Archive: 5) Global Macro

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Monthly Macro Monitor – August 2020 (VIDEO)

2020-08-26

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2020-08-26

Monthly Macro Monitor August 2020
Monthly macro monitor review of August 2020 with Bob Williams and Joe Calhoun.

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Meaning Mexico

2020-08-25

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2020-08-25

Mexico Light Vehicle Production, Jan 2006 - Jul 2020
It took some doing, and some time, but Mexico has managed to bring its car production back up to more normal levels. For two months, there had been practically zero automaking in one of the biggest auto-producing nations. Getting back near where things left off, however, isn’t exactly a “V” shaped recovery; it’s only halfway.

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Dollar University with Jeff snider, is the Dollar really going down? #finance

2020-08-24

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Subscribe here for more : http://www.youtube.com/channel/UCZIFOCfVxLJexAKnSb2TWXg?sub_confirmation=1 Support! ;) http://www.ko-fi.com/aminray #fed #reserve #trade #economy #dollar #bloomberg #neworldorder #finance #bitcoin Dollar University with Jeff snider, is the Dollar really going down? #finance

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*These* Are The Real Huge Jobs Numbers, And They Will Make Your Blood Run Cold

2020-08-24

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2020-08-24

U.S. Unemployment Insurance; Initial Jobless Claims, Mar 2017 - Jun 2020
There is simply no way to spin these figures as anything good. Not just the usual ones were talking about here, but more so some new data that you probably haven’t seen before. Beginning with the regular, it doesn’t matter that the level of initial jobless claims has declined substantially over the past few weeks

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Will Skilled Hands-On Labor Finally Become More Valuable?

2020-08-23

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2020-08-23

The sands beneath what's scarce and what's over-abundant are shifting. On a recent visit to the welding shop where my niece's husband works, I asked him if they had enough welders for their workload.

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* WTF: What The Fed?! – Mike Maloney, Chris Martenson, Grant Williams, Charles Hugh Smith, A. Tagga

2020-08-23

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Watch the full event free at https://goldsilver.com/wtf “The plain truth is… we are in the middle of QE4 right now” – Grant Williams during WTF: What the Fed. The Federal Reserve looks to be pumping a healthy patient of full of drugs… Something is not adding up. And Mike Maloney agrees… He recently recorded a free event dedicated exclusively to the topic of the Fed’s recent actions... to help you understand what it’s doing and what it means...

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Monthly Macro Monitor – August 2020

2020-08-22

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2020-08-22

One of the advantages we enjoy here at Alhambra is the opportunity to interact with a lot of investors. We talk to hundreds of individual investors on a monthly basis, giving us a front-row seat to everyone’s fear and greed. Economic data tells us about the past, which isn’t particularly useful for investors focused on the future.

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Part 2 of June TIC: The Dollar Why

2020-08-21

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2020-08-21

Federal Reserve: H.10 Foreign Exchange Rates, 2008-2020
Before getting into the why of the dollar’s stubbornly high exchange value in the face of so much “money printing”, we need to first go back and undertake a decent enough review of the guts maybe even the central focus of the global (euro)dollar system.

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Our Systemic Drift to Collapse

2020-08-21

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2020-08-21

How systems collapse
Thus do the lazy complacent passengers drift inexorably toward the cataracts of collapse just ahead. The boat ride down to the waterfall of systemic collapse is not dramatic, it's lazy drifting: a lazy complacency that doing more of what worked in the past will work again, and an equally lazy disregard for how far the system has drifted from the point when things actually worked.

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Where Has All the Carry Gone?

2020-08-21

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2020-08-21

Greater China EM Carry, 2000-2020
Despite broad-based dollar weakness, EM currencies have not fully participated in the risk on environment that’s now in place. The good news is that fundamentals matter again. The bad news is that there are a lot of EM countries with bad fundamentals, and the secular decline in carry no longer gives these weaklings any cover.

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Part 1 of June TIC: The Dollar What

2020-08-20

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2020-08-20

ICE: US Index Futures DX1, 2017-2020
While the world is taking the smallest of baby steps in the right direction, mostly it’s been related to the part of the eurodollar system that everyone can see. Not bank reserves and the Fed’s “money printing”, though you can see them and we’re told to obsess about them those things don’t matter.

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Covid-19: Bill Gates predicts the end of the pandemic | The Economist

2020-08-19

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Bill Gates had long warned of the risk that a new virus would go global. Now he explains to Zanny Minton Beddoes, our editor-in-chief, how—and when—the covid-19 pandemic is likely to end. To find out more read here: https://econ.st/3aCqVvI 00:00 Introduction 00:50 Are we spending enough? 01:51 Why aren't we spending the billions to save the trillions? 03:35 What is realistic for the global coverage of a vaccine? 04:55 Will anti-vaxxers be a...

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Case Study: Advances in Modular WWTP Design by Jeffrey Snider-Nevan, Newterra Decentralized Water

2020-08-19

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Webinar – Tuesday, August 18, 2020 With our many brands and vast water treatment technologies, we invite you to experience this online library of unique and informative presentations packed with valuable insight, new products & technologies, and product demonstrations relevant to today's water industry. Enjoy! Newterra’s Reclaiming The World’s Water (A Virtual Expo by Newterra) August 18 & 19, 2020

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The Empire Will Strike Back: Dollar Supremacy Is the Fed’s Imperial Mandate

2020-08-19

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2020-08-19

Triffin's Paradox demands painful trade-offs to issue a reserve currency, and it demands the issuing central bank serve two competing audiences and markets. Judging by the headlines and pundit chatter, the U.S. dollar is about to slide directly to zero. This sense of certitude is interesting, given that no empire prospered by devaluing its currency. 

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Here’s Why the “Impossible” Economic Collapse Is Unavoidable

2020-08-18

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2020-08-18

The Rising Wedge Model of Breakdown
This is why denormalization is an extinction event for much of our high-cost, high-complexity, heavily regulated economy. A collapse of major chunks of the economy is widely viewed as "impossible" because the federal government can borrow and spend unlimited amounts of money because the Federal Reserve can create unlimited amounts of money: the government borrows $1 trillion by selling $1 trillion in Treasury bonds, the Fed prints $1 trillion...

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It Was Bad In The Other Sense, So Now What?

2020-08-18

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2020-08-18

Japan Real GDP, 2008-2020
According to the latest figures, Japan has tallied 56,074 total coronavirus cases since the outbreak began, leading to the death of an estimated 1,103 Japanese citizens. Out of a total population north of 125 million, it’s hugely incongruous.

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It’s Do-or-Die, Deep State: Either Strangle the Stock Market Rally Now or Cede the Election to Trump

2020-08-17

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2020-08-17

With only 56 trading days and fewer than 80 calendar days to the election, the Deep State camps seeking to torpedo Trump's re-election have reached the do-or-die point. Back in June I speculated that the only way the Deep State could deep-six Trump's re-election was to sink the stock market rally, which the president has long touted as evidence of his economic leadership.

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Covid-19: When will a vaccine be ready? | The Economist

2020-08-14

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Around $10bn is being spent on finding a vaccine for coronavirus—it’s not nearly enough. And even when a covid-19 vaccine is found how should it be distributed fairly? Our experts answer your questions. 00:50 - Will there ever be a “silver-bullet” vaccine? 01:41 - How long would it take for the whole world to be vaccinated? 02:25 - Who benefits financially from the vaccine? 03:54 - How much will each vaccine cost? 05:10 - What percentage of...

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Fama 2: No Inflation For Old Central Banks

2020-08-14

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2020-08-14

CPI less Food & Energy, 1983-2020
The Bureau of Labor Statistics reported that the core CPI in July 2020 jumped by the most (+0.62%) in almost thirty years. After having dropped month-over-month for three months in a row for the first time in its history, it has posted back to back gains the latest of which pushing the index back above its February level.

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Charles Hugh Smith – In The World Change Process

2020-08-13

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The world is in the process of change. Especially in terms of health and economy, the world has experienced the biggest chaos of recent times. We are seeing signs of transition to the new economic order. What are the plans? SUBSCRIBE For The Latest Issues About ; #useconomy2020 #economynews #useconomy #coronaviruseconomy #marketeconomy #worldeconomy #reopeneconomy #openeconomy #economynews #reopeningeconomy #globaleconomy #silverprice...

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