Often working with big data, I look for patterns leading to potentially impactful inflection points on economies and ultimately the markets. More than some would care to admit, demographics play a significant role in economic outcomes. As the sands of demography shift within a geographic region or nation, the fiscal and economic policies undertaken and […]
Hillbent’s calendar of market moving events for July-2016 is now published (see calendar below). This month will be active and significant for some of the major central banks as they provide investors with official insights, hopefully void of knee-jerk reactions and political propaganda since what’s done is done, on economic conditions post-Brexit . Events from […]
Distinguished investor, Raoul Pal, shares insights on probabilities when it comes to predicting the booms and busts of economic business cycles. Today’s video is approximately 40 minutes long, but I wager that you will learn more practical information from it than any one or two university semesters crammed with economic courses and reading. Instead, keep […]
Damn!!! What else can one say? Does it get any uglier than this? I mentioned Brazil in a previous report posted at Seeking Alpha and I think this Bloomberg video (see below) only underscores it. Hopefully, the economic turmoil will stay contained and not spread to other parts of Latin America. Venezuela is already a […]
Here is the June-2016 calendar of key market moving events you will want to monitor. Some of the events greatly impacting the market will be updates from the major central banks, i.e. FOMC, ECB, BOJ, and BOE. However, the biggest event on this month’s calendar will probably be Britain’s referendum, aka Brexit vote, on the […]
The theme most likely dominating the upcoming trading week will be the economic outlook of major central banks. The FOMC (aka Federal Reserve), ECB (European Central Bank) and RBA (Reserve Bank of Australia) are scheduled to release minutes from their most recent committee meetings. RanSquawk breaks it down for us.
Stratfor analysts, Lynn Wise and Mark Fleming-Williams, discuss recent developments, along with the pros and cons, that are clearing the path towards a global cashless economy.
The best way to eat an elephant is one bite at a time. My guess is that this is exactly what China is attempting to do. Monday’s announcement by the PBOC to reduce the Reserve Requirement Ratio (“RRR”) for large banks by 50 bps preceded Tuesday’s weak manufacturing report. Hmmmm…. How coincidental is that?
Stratfor’s analysts, Reva Bhalla (Vice President of Global Analysis) and Mark Fleming-Williams (Economy Analyst) review the latest interest rate policy change carried out by the U.S. Federal Reserve and discuss its potential impact on Europe, China and emerging markets.
As expected the Fed raised its interest rates and it looks like any further action taken will be gradual as it is willing to remain accommodative. Regarding its two mandates of full employment and target inflation @ 2.0%, it currently perceives “considerable” improvement occurring in the labor market and is “reasonably confident” over the medium term that inflation […]
In 2010, China became the world’s largest exporter and, in 2014, it became the world’s largest economy based upon PPP (purchasing power parity). It plays a major role in the global economy, so when it sneezes, some of its world trading partners are bound to catch a cold. During October-2015, its trade surplus hit a […]
Professor Joseph Stiglitz, economics professor and Nobel Prize Laureate at Columbia University’s Business School, sees a Greek exit from the Euro Zone having a more serious impact on Europe. In this Bloomberg interview, he explains why. (See video below.)
Plutarch, the famous Greek historian, is attributed to saying “An imbalance between rich and poor is the oldest and most fatal ailment of all republics“. Whether we agree on what causes this problem (or cirumstance for those of you who do not see it as a problem) is not nearly as important as the inevitable […]