The Money GPS – Détails, épisodes et analyse

TOPICS AND TIMESTAMPS:

Hmmm 0:00

Starting To Crack 0:15

The One Commodity 4:26

Domino Effect 5:55

China Inflation 11:10

Unemployment is at 3.6% so you would think the economy is healthy? Well what if I told you the real jobs data show it has begun to crack?

The One Commodity That Won’t Stop Soaring | OilPrice.com

https://oilprice.com/Energy/Energy-General/The-One-Commodity-That-Wont-Stop-Soaring.html

Commodities Slump Is Set to Give India Relief From Inflation - Bloomberg

https://www.bloomberg.com/news/articles/2022-07-09/commodities-slump-is-set-to-give-india-relief-from-inflation?srnd=premium-canada

Why Developing Countries Are Facing a Debt Default Crisis - Bloomberg

https://www.bloomberg.com/news/articles/2022-07-07/why-developing-countries-are-facing-a-debt-default-crisis?srnd=premium-canada

Buy Now, Pay Later for NFTs: Bored Ape Yacht Club Buyers Can Now Use BNPL - Bloomberg

https://www.bloomberg.com/news/articles/2022-07-08/buy-now-pay-later-for-nfts-bored-ape-yacht-club-buyers-can-now-use-bnpl?srnd=premium-canada

Freshii’s ‘virtual cashiers’ make $3.75 an hour and have been called ‘outrageous’ — now the chain’s founder wants to go global | The Star

https://www.thestar.com/business/2022/07/08/percy-the-virtual-cashier-founders-shrug-off-critics-and-plan-to-grow-start-up-into-a-multinational-company.html?utm_source=Twitter&utm_medium=SocialMedia&utm_campaign=Business&utm_content=freshiicashier&utm_source=twitter&source=torontostar&utm_medium=SocialMedia&utm_campaign=&utm_campaign_id=&utm_content=

China’s Consumer Inflation Hits Two-Year High on Pork Rally - Bloomberg

https://www.bloomberg.com/news/articles/2022-07-09/china-s-consumer-inflation-hits-two-year-high-on-pork-rally?srnd=premium-canada

China's passenger vehicles see robust June retail sales -Xinhua

https://english.news.cn/20220706/2577ddd811354753903a73b86171fb34/c.html

2022-07-08_05-32-22.jpg (1054×663)

https://cms.zerohedge.com/s3/files/inline-images/2022-07-08_05-32-22.jpg?itok=S9qBIl6R

Germany’s largest landlord to restrict heating at night

https://www.thelocal.de/20220707/germanys-largest-landlord-to-restrict-heating-at-night/

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https://cms.zerohedge.com/s3/files/inline-images/unexplained%20jobs%20differential.jpg?itok=tTefl-CB

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TOPICS AND TIMESTAMPS:

The Fall 0:00

Oil Sent Overseas 0:18

Biggest Impact on Poor 5:45

Fed Balance Sheet Shrinking 9:31

Ok, so hear me out: inflation that we’re seeing today is actually being made worse, and it’s hitting lower income people the hardest. Want to know why?

Here’s Where Car Payments Cost More Than Rent in the US - Bloomberg

https://www.bloomberg.com/news/articles/2022-07-06/here-s-where-car-payments-cost-more-than-rent-in-the-us?srnd=premium

Dollar continues dream run, little stands in its way

https://finance.yahoo.com/news/dollar-continues-dream-run-little-004030866.html

Fed’s Waller Backs 75 Basis-Point Interest Rate Hike, Dismisses Recession Fears - Bloomberg

https://www.bloomberg.com/news/articles/2022-07-07/fed-s-waller-backs-75-basis-point-hike-at-meeting-this-month?srnd=premium

Fed Hawks Back 75 Basis-Point July Hike, Still See Soft Landing

https://finance.yahoo.com/news/fed-waller-backs-75-basis-172823965.html

Oil from U.S. reserves sent overseas as gasoline prices stay high | Reuters

https://www.reuters.com/business/energy/oil-us-reserves-head-overseas-gasoline-prices-stay-high-2022-07-05/

Copper’s Slide Signals Mounting Recession Concern - WSJ

https://www.wsj.com/articles/coppers-slide-signals-mounting-recession-concern-11657162793

US Recession Is Already Here, Wells Fargo Investment Institute Says - Bloomberg

https://www.bloomberg.com/news/articles/2022-07-07/us-recession-is-here-according-to-wells-fargo-investment-group?srnd=premium

Bloomberg - Bloomberg

https://www.bloomberg.com/

High Power Costs Force US Industrials, Factories to Shut - Bloomberg

https://www.bloomberg.com/news/articles/2022-07-07/high-power-costs-force-us-industrials-factories-to-shut?srnd=premium

Assets: Total Assets: Total Assets (Less Eliminations from Consolidation): Wednesday Level (WALCL) | FRED | St. Louis Fed

https://fred.stlouisfed.org/series/WALCL

US Pandemic Checks Had No Lasting Impact on Poor, Study Shows - Bloomberg

TOPICS AND TIMESTAMPS:

Missteps 0:00

Pension Funds 0:31

Big Change in Canada 3:36

BRICS Expand 5:53

Companies and Inflation 8:30

Pension Funds Plunge Into Riskier Bets—Just as Markets Are Struggling - WSJ

https://www.wsj.com/articles/pension-funds-plunge-into-riskier-betsjust-as-markets-are-struggling-11656274270?mod=itp_wsj&ru=yahoo

The next financial hammer to fall: Public pension funds | The Hill

https://thehill.com/opinion/finance/3539537-the-next-financial-hammer-to-fall-public-pension-funds/

Canada Tightens Rules on Riskiest Revolver-Tied Mortgages - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-28/canada-tightens-rules-on-riskiest-revolver-tied-mortgages?srnd=premium-canada

East Tennessee food processing plant closing, 200 jobs lost

https://www.wvlt.tv/2022/06/24/east-tennessee-food-processing-plant-closing-200-jobs-lost/

Iran, Argentina seek BRICS membership | World News,The Indian Express

https://indianexpress.com/article/world/iran-argentina-seeks-brics-membership-7996664/

At BRICS summit, China sets stage to tout its governance model | Economy | Al Jazeera

https://www.aljazeera.com/economy/2022/6/22/at-brics-summit-china-seeking-stage-for

Russia's Putin and Brazil's Bolsonaro discuss global food security | Reuters

https://www.reuters.com/world/russias-putin-brazils-bolsonaro-discuss-global-food-security-2022-06-27/?taid=62ba52bc7240840001f374f1&utm_campaign=trueAnthem:+Trending+Content&utm_medium=trueAnthem&utm_source=twitter

Soaring inflation and crashing rates are sparking trucking’s ‘Great Purge’  - FreightWaves

https://www.freightwaves.com/news/truckings-market-crash-severe-amid-inflation?utm_content=212850847&utm_medium=social&utm_source=facebook&hss_channel=fbp-179175252108775

Tesla lays off about 200 autopilot workers in latest cuts - BNN Bloomberg

https://www.bnnbloomberg.ca/tesla-lays-off-hundreds-of-autopilot-workers-in-latest-staff-cut-1.1785179

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https://cms.zerohedge.com/s3/files/inline-images/consensu%20earniongs.jpg?itok=yF5JPY7d

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https://cms.zerohedge.com/s3/files/inline-images/ebit%20margins%20will%20shrunk.jpg?itok=ngJ55TjU

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https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%2810%29_190.png?itok=twTan7gU

Nowhere to hide from the collapse of the everything bubble | Fortune and Freedom

https://fortuneandfreedom.com/topic/nowhere-to-hide-from-the-collapse-of-the-everything-bubble/

The Flight of New York City’s Wealthy Was a Once-in-a-Century Shock – DNyuz

https://dnyuz.com/2022/06/28/the-flight-of-new-york-citys-wealthy-was-a-once-in-a-century-shock-2/

Ken Griffin's Citadel Move: Firm Seen Behind Record $363 Million Miami Land Buy - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-28/ken-griffin-s-citadel-move-firm-seen-behind-record-363-million-miami-land-buy

Google Bets Big on Government Business with New Division - Nextgov

https://www.nextgov.com/technology-news/2022/06/google-bets-big-government-business-new-division/368694/

TOPICS AND TIMESTAMPS:

Up or Down? 0:00

Fed’s Hard Landing 0:32

Interest Rates and Money Magic 6:55

Russia and the U.S. Dollar 8:47

Economic Slowdown 10:39

Federal Reserve Should Brace for Recession - Bloomberg

https://www.bloomberg.com/opinion/articles/2022-04-02/federal-reserve-should-brace-for-recession

Fed’s Williams Sees Sequence of Steps to Raise Rates to Neutral - Bloomberg

https://www.bloomberg.com/news/articles/2022-04-02/fed-s-williams-says-inflation-risk-in-u-s-is-particularly-acute?srnd=premium-canada

Fed Is Whetting Appetite for a Half-Point Rate Hike: Eco Week - Bloomberg

https://www.bloomberg.com/news/articles/2022-04-02/fed-is-whetting-appetite-for-a-half-point-rate-hike-eco-week

Cathie Wood Says Fed Hiking Interest Rates Would Be a Mistake - Bloomberg

https://www.bloomberg.com/news/articles/2022-04-02/cathie-wood-says-fed-hiking-interest-rates-would-be-a-mistake

Assets: Total Assets: Total Assets (Less Eliminations from Consolidation): Wednesday Level (WALCL) | FRED | St. Louis Fed

https://fred.stlouisfed.org/series/WALCL

FRB: H.4.1 Release-- Factors Affecting Reserve Balances -- Thursday, March 31, 2022

https://www.federalreserve.gov/releases/h41/current/

Russia sanctions threaten to erode dominance of US dollar, says IMF | Financial Times

https://www.ft.com/content/3e0760d4-8127-41db-9546-e62b6f8f5773

TOPICS AND TIMESTAMPS:

Different This Time 0:00

Bretton Woods III 0:27

Out of Control 4:09

Nobody Is Watching This 8:33

Chart GPS 10:15

Russian to Earn $321 Billion From Oil, Gas Exports This Year, Higher Than 2021 - Bloomberg

https://www.bloomberg.com/news/articles/2022-04-01/putin-may-collect-321-billion-windfall-if-oil-gas-keep-flowing?srnd=premium-canada

Commodities And The New World Order: What You Need To Know From Zoltan Pozsar's Bretton Woods III | the deep dive

https://thedeepdive.ca/commodities-and-the-new-world-order-what-you-need-to-know-from-zoltan-pozsars-bretton-woods-iii/#:~:text=Arising%20from%20the%20ashes%20of,energy%20supplies%2C%E2%80%9D%20he%20added.

Chicago to Offer Gas, Public Transit Cards to Combat City’s Gas Burden, Lightfoot Announces – NBC Chicago

https://www.nbcchicago.com/news/local/chicago-to-offer-gas-public-transit-cards-to-combat-citys-gas-burden-lightfoot-announces/2796170/

Cheese Pizza Slice Costs More Than a NYC Subway Ride

https://www.bloomberg.com/graphics/2022-pizza-principle-transit-fare-price/

Why I believe a freight recession is imminent - FreightWaves

https://www.freightwaves.com/news/why-i-believe-a-freight-recession-is-imminent

War in Ukraine pushes Middle East and North Africa deeper into hunger as food prices reach alarming highs | World Food Programme

https://www.wfp.org/news/ukraine-pushes-middle-east-and-north-africa-deeper-hunger-food-prices-reach-alarming-hights

TOPICS AND TIMESTAMPS:

What’s Going To Happen? 0:00

U.S. Hegemony Diminished? 0:41

Ruble Rubble? 5:44

Stagflation Situation 6:44

Supply Chain 10:28

Extreme Market Volatility 11:47

China's CIPS Payment System Can't Help Russia Banks Cut Off From SWIFT - Bloomberg

https://www.bloomberg.com/news/articles/2022-03-14/why-china-s-payment-system-can-t-easily-save-russia-quicktake

Russia Offers SWIFT Payment System Alternative to India for Buying Oil in Rubles - Bloomberg

https://www.bloomberg.com/news/articles/2022-03-30/russia-proposes-swift-alternative-to-india-for-ruble-payments

U.S. Criticizes India on Russia Talks as Lavrov Visits Delhi - Bloomberg

https://www.bloomberg.com/news/articles/2022-03-31/u-s-criticizes-india-over-russia-talks-as-lavrov-visits-delhi

The Ruble Regains 100% of Its Loss After Russia Invaded Ukraine, Why? - Mish Talk - Global Economic Trend Analysis

https://mishtalk.com/economics/the-ruble-regains-100-of-its-loss-after-russia-invaded-ukraine-why

Russian Palladium and Platinum – Too Important to Sanction

https://www.bullionstar.com/blogs/ronan-manly/russian-palladium-and-platinum-too-important-to-sanction/

Russia's ruble rebound raises questions of sanctions' impact | AP News

TOPICS AND TIMESTAMPS:

Nothing Like This 0:00

Historic Shock 0:31

Wear A Sweater 2:27

Bond Market Tell 8:48

China Russia Alliance 13:10

BlackRock President Says 'Entitled Generation' Learning About Shortages - Bloomberg

https://www.bloomberg.com/news/articles/2022-03-29/blackrock-s-kapito-says-scarcity-inflation-is-driving-economy

Germans told to wear a sweater to cope with soaring energy prices — RT World News

https://www.rt.com/news/552839-germans-sweater-energy-prices-russia/

1 in 5 American workers runs out of money before payday, survey finds

https://www.cnbc.com/2022/03/30/1-in-5-american-workers-runs-out-of-money-before-payday-survey-finds-.html

Britons face ‘historic shock’ to their incomes, Bank of England governor warns | Financial Times

https://www.ft.com/content/1b303855-cc54-4e4b-83f6-d0f3e764b6cf

Shanghai expands COVID lockdown as new daily cases surge by a third | Reuters

https://www.reuters.com/world/china/shanghai-expands-lockdown-more-areas-new-local-cases-hit-5982-2022-03-30/

Germany and Austria plan for gas rationing over payment stand-off with Russia | Financial Times

https://www.ft.com/content/0706d6f4-6668-4f67-ab1c-d535d847caf7?emailId=62440a801492b200040a6e12&segmentId=3d08be62-315f-7330-5bbd-af33dc531acb

Brand Loyalty Takes a Hit From Inflation, Shortages - WSJ

TOPICS AND TIMESTAMPS:

Inflation Smackdown 0:00

Recession Incoming 0:36

Predict the Stock Market 5:45

Most Accurate Signal 9:01

Financial Markets 10:57

Correction: Bill Dudley. President, Federal Reserve Bank of New York, 2009–2018

Soaring Prices Are Changing the Way People Eat

https://www.bloombergquint.com/global-economics/rising-food-prices-could-spell-social-unrest-demand-destruction-and-less-bacon

Is a Recession Coming? The Fed Has Made It Inevitable - Bloomberg

https://www.bloomberg.com/opinion/articles/2022-03-29/is-a-recession-coming-the-fed-has-made-it-inevitable

8/9. That's the Fed’s record on triggering a recession while trying to fix inflation. - POLITICO

https://www.politico.com/news/2022/03/29/federal-reserve-recession-inflation-rates-00021119

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https://realinvestmentadvice.com/wp-content/uploads/2022/03/Fed-Balance-Sheet-vs-SP500-032222.png

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https://thesoundingline.com/wp-content/uploads/2021/12/central-bank-bond-holds-as-a-percent-of-issuance.png

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https://cms.zerohedge.com/s3/files/inline-images/M2%20money%20stock.png?itok=AJSMd990

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TOPICS AND TIMESTAMPS:

Stop, Drop, and Roll 0:00

When Everything Shuts 0:46

U.S. Consumer Breaks 5:45

Jim Cramer Said What? 12:08

Shanghai imposes lockdown in effort to control omicron outbreak | TheHill

https://thehill.com/policy/international/599957-shanghai-imposes-lockdown-in-effort-to-control-omicron-outbreak?rl=1

Wall Street’s Office Return Is Reviving Local Cafes

https://www.bloomberg.com/graphics/pret-index/?srnd=premium

Treasury Slide Sees 5-30 Spread Invert for First Time Since 2006 - Bloomberg

https://www.bloomberg.com/news/articles/2022-03-28/treasury-slide-sees-5-30-spread-invert-for-first-time-since-2006

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https://cms.zerohedge.com/s3/files/inline-images/unnamed%20-%202022-03-28T211353.503.jpg?itok=SseRgINJ

Wall Street Should Start Worrying About U.S. Consumers - Bloomberg

https://www.bloomberg.com/opinion/articles/2022-03-28/wall-street-should-start-worrying-about-u-s-consumers

El-Erian warns of 'cost of living crisis,' says Fed rate hikes could cause recession

https://www.cnbc.com/2022/03/28/el-erian-warns-of-cost-of-living-crisis-says-fed-rate-hikes-could-cause-recession.html

Rising Food Prices Could Spell Social Unrest, Demand Destruction and Less Bacon - Bloomberg

TOPICS AND TIMESTAMPS:

So Demanding 0:00

Demand Destruction 0:44

Stocks Gone Haywire 7:34

China Slowdown 12:04

RV’s 13:00

A World That’s More Expensive Is Starting to Destroy Demand - Bloomberg

https://www.bloomberg.com/news/articles/2022-03-27/a-world-that-s-more-expensive-is-starting-to-destroy-demand?srnd=premium-canada

Global Commodity Trading Houses Latest News: March 26, 2022 - Bloomberg

https://www.bloomberg.com/news/articles/2022-03-26/shaken-by-spiking-commodities-trading-houses-adapt-to-survive?srnd=premium-canada

High-Velocity Market Swings Have Roots in Economic Boom Thesis - Bloomberg

https://www.bloomberg.com/news/articles/2022-03-26/high-velocity-market-swings-have-roots-in-economic-boom-thesis

The Riskiest Bets in the Stock Market Are the Most Popular - WSJ

https://www.wsj.com/articles/the-riskiest-bets-in-the-stock-market-are-the-most-popular-11648329082

China Economy Faces Worst Slowdown Since Pandemic, Nomura Says - Bloomberg

https://www.bloomberg.com/news/articles/2022-03-26/china-economy-faces-worst-slowdown-since-pandemic-nomura-says?sref=i4qXzk6d

Latest RV Shipment Report Shows New February High | RVIA

https://www.rvia.org/news-insights/latest-rv-shipment-report-shows-new-february-high