Clik here to view.
OMG The Dollar!!!
The way you hear it nowadays, the dollar just can’t catch a break. If it’s not a load of “V’s” indicated by some obscure data point (like the otherworldly spike in US home ownership levels), then it...
View ArticleClik here to view.
Getting Harder to Spell T-R-A-D-E Without An ‘L’
The good news: the World Trade Organization (WTO) has crunched the numbers for 2020’s horrific second quarter and where global trade is concerned it may not have been as bad as first feared. Make no...
View ArticleClik here to view.
Brief Summary Of Where Things Stand Getting Closer to Q4
Flash PMI’s for September 2020 around the world add more evidence to the possibility of a global slowdown during the economy’s all-important rebound quarter. Q2 was the big downturn, and so it always...
View ArticleClik here to view.
Sobering Germans To The Mexican and Indian “V”
The original “V” narrative was simple and straightforward. The economy was turned off by governments prioritizing modeled simulations of something like the Black Death, but it would be easy enough to...
View ArticleClik here to view.
Synchronized (still)
Their experience with COVID has been different in each case. Their response to the outbreak and pandemic hardly uniform. Mexico, for example, has reported 855,000 cases of the coronavirus from which...
View ArticleClik here to view.
The Non-Election Election Mini-chartapalooza
Trump or Biden? Will we even know tomorrow? Many purport that markets are leaning one way or the other, typically based on whichever market leaning puts whatever preferred candidate in the most...
View ArticleClik here to view.
Being Specific About Dollar Specifics
Last week, IHS Markit reported that sentiment in Mexico’s factory sector had slipped again during December 2020. The organization’s manufacturing PMI had declined for the second straight month, having...
View ArticleClik here to view.
No Talk In The Dollar Shadows
The company isn’t bankrupt, it just doesn’t have the right currency in its reach to repay debts coming due. YPF is Argentina’s (former) gold mine, in this case the black gold of energy exploitation....
View ArticleClik here to view.
So Much Fragile *Cannot* Be Random Deflationary Coincidences
At first glance, or first exposure to this, there doesn’t seem to be any reason why all these so many pieces could be related. Outwardly, from the mainstream perspective, anyway, you’d think them...
View ArticleClik here to view.
Synchronizing Chinese Prices (and consequences)
It isn’t just the vast difference between Chinese consumer prices and those in the US or Europe, China’s CPI has been categorically distinct from China’s PPI, too. That distance hints at the real...
View Article
