Category Archive: 5) Global Macro

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Deflation/Inflation, Money Printing, Free Market vs. Socialism, Yield Curve Control

2020-07-23

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?THE REBEL CAPITALIST SHOW WILL HELP YOU ? learn more about Macro, Investing, Entrepreneurship AND Personal Freedom.

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Jeff Snider (Deflation/Inflation, Money Printing, Free Market vs. Socialism, Yield Curve Control)

2020-07-23

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?THE REBEL CAPITALIST SHOW WILL HELP YOU ? learn more about Macro, Investing, Entrepreneurship AND Personal Freedom. For more content that'll help you build wealth and thrive in a world of out of control central banks and big governments check out these videos! ? Subscribe for more free YouTube tips: https://www.youtube.com/channel/UCpvyOqtEc86X8w8_Se0t4-w Do you wanna see another video as incredible as this? Watch Peter Schiff (Economist,...

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Market Sentiment Boosted by Stimulus Outlook

2020-07-23

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2020-07-23

Today, it’s all about the stimulus; the dollar remains under pressure. Mnuchin and Pelosi kick off the first round of talks for the next stimulus package this afternoon; it’s another quiet day in terms of US data; Canada reports May retail sales EU finalized its recovery package; UK reported June public sector net borrowing; Hungary is expected to cut rates 15 bp to 0.60%.

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The Real Unemployment Rate is 21 percent and Heading Higher

2020-07-22

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2020-07-22

As businesses, agencies and organizations recalibrate to the reality that the V-shaped recovery was nothing but a brief fantasy, 6 million additional jobs lost may be a best-case scenario rather than the worst-case scenario.

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What Capitalism Can Do When Allowed, And Communism Never Will

2020-07-22

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2020-07-22

Mikhail Sergeyevich Gorbachev was awarded the Nobel Peace Prize in 1990 “for his leading role in the peace process which today characterizes important parts of the international community.” Maybe, but it sure didn’t start out that way.

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Of Incomplete Plans and Recoveries

2020-07-21

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2020-07-21

China Industrial Production, 1999-2020
At the monthly press conference China’s National Bureau of Statistics (NBS) now regularly gives whenever the Big Three economic accounts are updated (this time along with quarterly GDP), spokesman Liu Aihua was asked by a reporter from Reuters to comment on how the global economic recession might impact the Communist government’s long range goal of reaching its assigned GDP target.

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Welcome to the Crazed, Frantic Demise of Finance Capitalism

2020-07-20

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2020-07-20

The cognitive dissonance required to ignore the widening gap between the real economy and the fraud's basic machinery--speculation funded by "money" conjured out of thin air--has reached a level of denial that can only be termed psychotic.

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EM Preview for the Week Ahead

2020-07-20

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2020-07-20

EM FX was mixed last week, with most risk assets continuing to fight a tug of war between improving economic data and worsening virus numbers. Sentiment may be hurt early this week over lack of consensus in the EU and the US regarding further fiscal stimulus. Three of the four EM central banks meeting this week are expected to cut rates.

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This Is a Financial Extinction Event

2020-07-19

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2020-07-19

The lower reaches of the financial food chain are already dying, and every entity that depended on that layer is doomed. Though under pressure from climate change, the dinosaurs were still dominant 65 million year ago--until the meteor struck, creating a global "nuclear winter" that darkened the atmosphere for months, killing off most of the food chain that the dinosaurs depended on.

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Transitory, The Other Way

2020-07-18

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2020-07-18

After a record three straight months of decline for the seasonally-adjusted core CPI March through May 2020, it turned upward again in June. Buoyed by a partially reopened economy, the price discounting (prerequisite to the Big D) took at least one month off.

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China v America: who is in charge? | The Economist

2020-07-17

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Global leadership has been missing during the covid-19 pandemic. While President Trump has been pulling America out of global organisations like the WHO, China is seeking to increase its international influence, creating a shift in the world order. Read more here: https://econ.st/3eD5c7n Read our special report about the United Nations here: https://econ.st/31WYjuI Listen to the full podcast with Antonio Guterres here: https://econ.st/3e72WVz...

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July 16, 2020

2020-07-17

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Wait A Minute, The Dollar And The Fed’s Bank Reserves Are Directly Not Inversely Related

2020-07-17

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2020-07-17

One small silver lining to the current situation, while Jay Powell is busily trying to sell you his inflation fantasy, he’s actually undermining it at the very same time. No mere challenge to his own “money printing” fiction, either, the Fed’s Chairman is actively disproving the entire enterprise. While he says what he says, pay close attention instead to what he’s done.

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Market Sentiment Dented by Weak Data and Rising US-China Tensions

2020-07-16

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2020-07-16

Public Sector Net Debt, 1900-2020
Market sentiment has been dented by more than just rising virus numbers; yet the dollar continues to trade within recent well-worn ranges. California’s decision to reverse partial reopening will likely have a huge economic impact; June CPI may hold a bit more interest in usual; June budget statement is worth a quick mention.

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How Do We Change the Leadership of our Quasi-Sovereign Big Tech Neofeudal Nobility?

2020-07-15

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2020-07-15

You better bow low and pay up, peasant, or your voice in the digital world will disappear just as quickly as your democracy's control over Big Tech. Who's the junior partner in global hegemony, Big Tech or the U.S. government? 

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Could America Have a French-Style Revolution?

2020-07-15

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2020-07-15

As with the French Revolution, that will be the trigger for a wholesale replacement of our failed institutions. Since it's Bastille Day, a national holiday in France celebrating the French Revolution, let's ask a question few even think (or dare) to ask: could America have a French-style Revolution? Not in some distant era, but within the next five years?

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Dollar Rangebound in Quiet Start to an Eventful Week

2020-07-14

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2020-07-14

EM CDS, 2019-2020
Today marks a relatively quiet start to what is likely to be one of the most eventful weeks we’ve seen in a while; the dollar remains within recent well-worn ranges. The US continues to ratchet up trade tensions; the only US data report today is the June budget statement.

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The Sinking Titanic’s Great Pumps Finally Fail

2020-07-13

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2020-07-13

The greater fools still partying in the first-class lounge are in denial that even the greatest, most technologically advanced ship can sink. On April 14, 1912, the liner Titanic, considered unsinkable due to its watertight compartments and other features, struck a glancing blow against a massive iceberg on that moonless, weirdly calm night.

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EM Preview for the Week Ahead

2020-07-13

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2020-07-13

This is likely to be one of the most eventful weeks we’ve had in a while. Not only do three major central banks meet, but four EM central banks also meet, and we get important June and July data from the US, the first Q2 GDP reading from China, an OPEC+ meeting, and an EU summit.

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Jeff Snider – How Is US Labor Force Changing? (RCS Ep. 41)

2020-07-12

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Interview original date: April 25th, 2020 Labor force participation expanding. The labor force is not what it used to be. In a typical recession the labor force doesn't really change, it continue to grow, it doesn't contract. That changed in 2008, the labor force then started to contract. Discuss about the survey of labor participation.

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