Category Archive: 5) Global Macro

Returning ISIS fighters: How should governments deal with them? | The Economist

ISIS fighters are returning home to Europe. In Britain, half of the 850 citizens known to have joined ISIS have already come back. As France marks the two-year anniversary of the deadliest terrorist attack on its soil, governments have to decide what to do with returning foreign fighters. Click here to subscribe to The Economist …

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Where are Europe’s Fault Lines?

Beneath the surface of modern maps, numerous old fault lines still exist. A political earthquake or two might reveal the fractures for all to see. Correspondent Mark G. and I have long discussed the potential relevancy of old boundaries, alliances and structures in Europe's future alignments.Examples include the Holy Roman Empire and the Hanseatic League, among others.

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Consumer Credit Both Accelerating and Decelerating Toward The Same Thing

Federal Reserve revisions to the Consumer Credit series have created some discontinuities in the data. Changes were applied cumulatively to December 2015 alone, rather than revising downward the whole data series prior to that month. The Fed therefore estimates $3.531 trillion in outstanding consumer credit (seasonally-adjusted) in November 2015, and then just $3.417 trillion the following month.

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MACRO ANALYTICS – 06 03 16 – Bull in the China Shop – w/Charles Hugh Smith

ABSTRACT:

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03 09 15 – MACRO ANALYTICS – What The Trends Suggest – w/ Charles Hugh Smith

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Emerging Markets: Week Ahead Preview

EM FX closed the week on a soft note. For the week as a whole, best performers were MYR, PLN, and COP, while the worst were BRL, ZAR, and INR. US inflation and retail sales data will likely set the tone for EM. Also, the US fiscal debate is set to continue this week, so expect lots of choppy trading across many markets.

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MACRO ANALYTICS – 01 27 17 – The Great Rotation – w/Charles Hugh Smith

ABSTRACT:

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Our Culture of Rape

These are the poisoned fruits of a neofeudal system in which power, wealth and political influence are concentrated in the apex of the wealth-power pyramid. Stripped of pretense, ours is a culture of rape. Apologists for the system that spawned this culture of rape claim that this violence is the work of a few scattered sociopaths. The apologists are wrong: The system generates a culture of rape.

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02 03 14 – Macro Analytics – THE RETAIL CRE DOMINO w/ Charles Hugh Smith

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06-01-13 Macro Analytics Transitioning to INNOVATION Driven w/ Charles Hugh Smith

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04 08 15 – MACRO ANALYTICS – Nature of Work – w/ Charles Hugh Smith

Video Content Abstract at: LINK

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03-23-13-Macro Analytics – Market Clearing Event – Charles Hugh Smith

QUESTIONS ON THE TABLE 1- How Large can Central Bank’s Balance Sheets actually get before too much is too much? 2- Is Public Debt Monetization A

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Aligning Politics To economics

There is no argument that the New Deal of the 1930’s completely changed the political situation in America, including the fundamental relationship of the government to its people. The way it came about was entirely familiar, a sense from among a large (enough) portion of the general population that the paradigm of the time no longer worked. It was only for whichever political party that spoke honestly to that predicament to obtain long-term...

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12 14 13 – Macro Analytics – 2014 Themes w/ Charles Hugh Smith

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07-13-13 Macro Analytics – Blown Opportunity – w/ Charles Hugh Smith

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09 15 15 MACRO ANALYTICS – Its Getting Ugly out there! w/ Charles Hugh Smith

with Charles Hugh Smith & Gordon T Long 28 Minutes – 21 Slides Charles Hugh Smith and Gordon T Long discuss the US Equity Market Technicals.

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06 28 14 Macro Analytics – Geo Political Turmoil w/ Charles Hugh Smith

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05- 04-13 Macro Analytics – PEAK CONSUMPTION – w/ Charles Hugh Smith

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MACRO ANALYTICS – 04 07 17 – MILLENNIALS: A Menacing Metamorphosis – w/Charles Hugh Smith

ABSTRACT:

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09 06 14 – Macro Analytics – Why Crony Capitalism is Happening w/ Charles Hugh Smith

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