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Monday, August 8, 2022

Global Head Of FX: This Is The Real Trillion Dollar Question

Late last week, Deutsche Bank's head of FX research George Saravelos attended a "virtual macro dinner" with a mix of real money, hedge fund and public sector institutions. Here is a summary of the main observations he made during the eventMind the gap. Many would argue that there is a linear continuity in the global…

How Will A 15% Global Minimum Tax Impact S&P500 Earnings?

Now that it's confirmed that G7 officials are seeking to enacted a global minimum tax rate of at least 15% (which however is unlikely to be uniformly implemented, and may not even pass in the US where Reuters reports that Senate Republicans have rejected Janet Yellen’s G7 deal), the question on investors' minds is what…

New Global Covid Cases Just Hit A Record High

AS of today, roughly half a billion people on the planet - including roughly 60% of the population in the US (where 22m jabs were administered last week) and UK - have received at least one covid-19 jab, bring the world ever closer to herd immunity. In fact, according to Bank of America, which appears…

Global Heat Map Of Liquidity, Growth And Risk

While fundamental analysis has rarely mattered over the past decade in a centrally planned "market" dominated by central banks who reign by decree and jawboning, at the end of the day all investing boils down to just three axes: liquidity (how much money central banks are injecting or draining which is a function of interest…

Next Up: Global Depression

Authored by Charles Hugh Smith via OfTwoMinds blog,This madness is now global, so next up: global depression.A few days after the Covid pandemic was officially announced last year on 1/23/20, I prepared a chart projecting the course of the pandemic. In my view it still stands, with two updates: "vaccines months away" has been updated to…

Global Times Points Out “Increasing Reliance” On China By Apple And Tesla

Nice business you've got there. Would be a shame if something happened to it.That's the vibe we got after China's state owned media took the time to point out that both Tesla and Apple have a growing reliance on the country for their success on Tuesday of this week.Global Times staff reporters penned an article…

Gallup: Trump Globally the Least Respected U.S. President This Century

Eric Zuesse On January 15th, the Gallup World Poll issued its preliminary report for their upcoming “Rating World Leaders: 2021” report. It shows the results that have been tabulated for 60 of the 135 countries where they annually sample global public opinion about U.S. leadership. One especially clear finding from it is that when their…

China’s Global Power Tops The US? New Measures Say No!

Authored by Hal Brands, op-ed via Bloomberg.com, GDP and military spending matter, but so do networks of allies and "resilience"... Ever since the U.S. reached the pinnacle of global power after World War II, Americans have worried it wouldn’t remain there. Waves of “declinism” rolled across the country after Sputnik in the late 1950s, the…

The “Global Reset” Scam

Authored by Alasdair Macleod via GoldMoney.com, This article takes a tilt at increasing speculation about statist global resets, and why plans such as those promoted by the World Economic Forum will fail. Central bank digital currencies will simply run out of time. Instead, the collapse of unbacked fiat currencies will end all supra-national government solutions…

Global Food Prices Rise As Famine Threat Emerges 

Food prices continue rising during the coronavirus pandemic, jeopardizing food security for tens of millions worldwide. On Thursday, the Food and Agriculture Organization (FAO) of the United Nations said world food prices rose for the fourth consecutive month in September, led by surging prices for cereals and vegetable oils, reported Reuters.  FAO's food price index, which…

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