Category Archive: 5) Global Macro

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Dollar Regains Some Traction as Markets Search for Direction

2021-01-14

House Democrats will move ahead with impeachment proceedings today; December CPI data will be the US highlight; heavy UST supply this week wraps up with a $24 bln sale of 30-year bonds; December monthly budget statement will be of interest the Fed releases its Beige Book report; several Fed officials pushed back against notions of tapering anytime soon

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Central Bank Omnipotence: Can They Spark Growth & Inflation?

2021-01-14

by Jeffrey P. Snider

Central banks are powerful entities -- of this, there is no doubt. As of late, however, they have gone from powerful to almost omnipotent. Markets hang on their every word, and even minuscule changes in rhetoric, implied or explicit, have monumental impacts on how participants position themselves.

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How can business survive climate change? | The Economist

2021-01-13

by The Economist

Climate change is about to upend the corporate world through weather-related disasters, regulation and lawsuits. Can businesses react and adapt in time? Read more here: https://econ.st/3slTXIE Read The Economist’s special report on business and climate change: https://econ.st/3bbckJZ Sign up to The Economist’s fortnightly climate change newsletter: https://econ.st/3b8FQ3c Find our most recent climate change coverage: https://econ.st/3pQLYkq...

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Dollar Runs Out of Steam as Sterling Leads the Way

2021-01-12

by Win Thin

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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