Category Archive: 5) Global Macro

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Debt Saturation: Off the Cliff We Go

2022-04-19

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2022-04-19

When the system can't borrow more and distribute the insolvency, it implodes. I started writing about debt saturation back in 2011. The basic idea is we can continue to borrow and spend as long as one of two conditions hold: 1) real (inflation-adjusted) income is rising, so there's more income to service additional debt, or 2) the cost of borrowing declines so the same income can support more debt.

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Ukraine-Russia conflict: Russian missile attack kills 5 In Ukraine’s Kharkiv | World News | WION

2022-04-19

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The assault on major Ukrainian cities is only intensifying. In a series of strikes, Russia has attacked Ukraine's second-largest city of Kharkiv killing at least five people and injuring 13.

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Ukraine under attack: Zelensky calls situation in Mariupol ‘Inhuman’

2022-04-18

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Russia-Ukraine conflict shows no signs of abating. Ukrainian president Zelensky said that Kyiv will stall all negotiation talks with Moscow if the last Ukrainian troops in the besieged city of Mariupol are harmed.

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Yield Curve Inversion Was/Is Absolutely All About Collateral

2022-04-18

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2022-04-18

If there was a compelling collateral case for bending the Treasury yield curve toward inversion beginning last October, what follows is the update for the twist itself. As collateral scarcity became shortage then a pretty substantial run, that was the very moment yield curve flattening became inverted.Just like October, you can actually see it all unfold.

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Gravitas: Finland prepares for a potential war with Russia

2022-04-17

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Russia's Ukraine invasion has sparked concerns in Finland. The Nordic country is preparing for a possible conflict with Russia. Its citizens are learning how to use a gun. the government is stockpiling essentials. Palki Sharma tells you more.

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China More and More Beyond ‘Inflation’

2022-04-17

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2022-04-17

If only the rest of the world could have such problems. Chinese consumer prices were flat from February 2022 to March, even though gasoline and energy costs predictably skyrocketed. According to China’s NBS, gas was up 7.2% month-over-month while diesel costs on average gained 7.8%.

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China’s Imports Outright Declined In March, And COVID Was The Reason Why But Not Really

2022-04-16

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2022-04-16

The guy said this was going to be the future. Not just of China, for or really from the rest of the world. Way back in October 2017, at the 19th Communist Party Congress newly-made Emperor Xi Jinping blurted out his grand redesign for Socialism with Chinese Characteristics.

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India’s software giant Infosys announces withdrawal from Russia

2022-04-16

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The Indian software giant Infosys has finally joined the corporate boycott of Russia over its invasion of Ukraine. Speaking to media at its headquarters in India's Bengaluru Infosys said it would move its business out of the country and pursue alternate options.

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US gives Ukraine $800 million more in military aid | Latest English News | WION

2022-04-15

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US President Joe Biden announced an additional $800 million in military assistance to Ukraine, expanding the scope of the systems provided to include heavy artillery ahead of a wider Russian assault expected in eastern Ukraine.

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Yes, It Is Different This Time

2022-04-15

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2022-04-15

Most people would be horrified by a 40% decline in their "investments." When bubbles pop, speculative assets don't drop 40%, they drop 90% or even 98%.

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Gravitas: Japan says Russia has “illegally occupied” disputed islands

2022-04-14

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A decades-long territorial dispute between Japan and Russia has been reignited. Tokyo claims Russia has "illegally occupied" four disputed islands. Molly Gambhir tells you more. #Gravitas #Japan #Russia About Channel: WION -The World is One News, examines global issues with in-depth analysis. We provide much more than the news of the day. Our aim to empower people to explore their world. With our Global headquarters in New Delhi, we bring...

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French election 2022: Marine Le Pen wants France out of NATO | World News | WION

2022-04-14

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The presidential challenger and far-right candidate Marine Le Pen pitches her foreign policy agenda. Le Pen wants closer NATO-Russia ties. To get more details, we're joined by William Courtney of RAND corporation. #France #MarineLePen #Elections About Channel: WION -The World is One News, examines global issues with in-depth analysis. We provide much more than the news of the day. Our aim to empower people to explore their world. With...

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Brexit: What will happen to Ireland? | The Economist

2022-04-14

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The border between Northern Ireland and the Republic is one of the most contentious in the world. But what really divides Ireland? And after Brexit, is Irish unification a real possibility? 00:00 Ireland’s irregular border 00:45 Ireland’s history divided 02:31 Caught on the wrong side 04:36 The Troubles 06:30 Working towards peace 07:44 New divisions, old tensions Sign up to The Economist’s daily newsletter to keep up to date with our latest...

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Russian Warship ‘Seriously Damaged,’ Ukraine claims responsibility

2022-04-14

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While Ukraine and Russia continue to hold ceasefire talks the fighting on ground has only intensified. With Moscow now reporting attack on warship, a Russian flagship was reportedly damaged due to attack at the Black Sea. Russian navy's flagship sea fleet the Moskva missile cruiser was damaged heavily.

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You Know What They Say About The Light At The End Of The Tunnel

2022-04-14

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2022-04-14

In any year when gasoline prices rise 18%, that’s not going to be good for anyone except maybe oil companies who extract its key ingredient from out of the ground (or don’t, as the case can be). Yet, annual rates of increase that size do happen.

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European leaders flock to Ukraine after US President Joe Biden calls Russian invasion a genocide

2022-04-14

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European politicians are flocking to Ukraine the latest to do so are the leaders from Poland Lithuania Latvia and Estonia. The visit comes after Biden calls invasion a genocide.

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Russia-Ukraine Conflict: US President Joe Biden escalates rhetoric against Putin | World News

2022-04-13

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US president Joe Biden has escalated rhetoric against Russia's President Putin and termed Russian acts as 'genocide' several times. However, Emmanuel Macron has refused to term Russian acts as 'genocide'.

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Produzentenfenster Globale Rezessionsuhr

2022-04-13

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2022-04-13

German optimism was predictably, inevitably sent crashing in March and April 2022. According to that country’s ZEW survey, an uptick in general optimism from November 2021 to February 2022 collided with the reality of Russian armored vehicles trying to snake their way down to Kiev. Whereas sentiment had rebounded from an October low of 22.3, blamed on whichever of the coronas, by February the index had moved upward to 54.3.

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War in Ukraine: The Economist interviews Tony Blair | The Economist

2022-04-12

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Tony Blair, former British Prime Minister, talks to Zanny Minton Beddoes, The Economist’s editor-in-chief, about the war in Ukraine. He gives his opinions on how to deal with Vladimir Putin, the retreat of Western foreign policy and the future of geopolitics. 00:00 - The evolution of Vladimir Putin 01:52 - The wake up call for the West 02:20 - Consequences of Western retreat 05:09 - Is peace with Putin possible? 06:17 - What should the West’s...

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Concocting Inventory

2022-04-11

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2022-04-11

The Census Bureau provided some updated inventory estimates about wholesalers, including its annual benchmark revisions. As to the latter, not a whole lot was changed, a small downward revision right around the peak (early 2021) of the supply shock which is consistent with the GDP estimates for when inventory levels were shrinking fast.

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