Explore every episode of the podcast The Money GPS
| Title | Pub. Date | Duration | |
|---|---|---|---|
| I Just Found the SECRET in the Jobs Numbers | 09 Jul 2022 | 00:14:48 | |
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/ unexplained jobs differential.jpg (925×566) https://cms.zerohedge.com/s3/files/inline-images/unexplained%20jobs%20differential.jpg?itok=tTefl-CB multiple jobs.jpg (1268×643) | |||
| There Will Be NO Recovery | Delinquencies and Debt Warning Signal | 08 Jul 2022 | 00:14:59 | |
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 | |||
| Pension Funds Will NOT Be Able To Pay You | It *JUST* Got Worse | 29 Jun 2022 | 00:11:12 | |
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 consensu earniongs.jpg (743×458) https://cms.zerohedge.com/s3/files/inline-images/consensu%20earniongs.jpg?itok=yF5JPY7d ebit margins will shrunk.jpg (646×437) https://cms.zerohedge.com/s3/files/inline-images/ebit%20margins%20will%20shrunk.jpg?itok=ngJ55TjU unnamed (10)_190.png (949×431) 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/ | |||
| Biggest Rise Followed By Hardest Fall | Economy Systemic Chaos | 03 Apr 2022 | 00:15:50 | |
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 | |||
| Why Is Everyone Ignoring THIS *Huge* Discrepancy?! | 02 Apr 2022 | 00:15:18 | |
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 | |||
| Russia Says *NO* To U.S. Dollar | Watch India and China Now | 01 Apr 2022 | 00:15:39 | |
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 | |||
| Bank of England Warns “HISTORIC SHOCK” | 31 Mar 2022 | 00:14:03 | |
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 | |||
| The Fed NEEDS A Recession. Here’s How It Happens | 30 Mar 2022 | 00:15:36 | |
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 Fed-Balance-Sheet-vs-SP500-032222.png (958×568) https://realinvestmentadvice.com/wp-content/uploads/2022/03/Fed-Balance-Sheet-vs-SP500-032222.png central-bank-bond-holds-as-a-percent-of-issuance.png (383×360) https://thesoundingline.com/wp-content/uploads/2021/12/central-bank-bond-holds-as-a-percent-of-issuance.png M2 money stock.png (747×416) https://cms.zerohedge.com/s3/files/inline-images/M2%20money%20stock.png?itok=AJSMd990 japan+edf+4.jpg (596×380) | |||
| Economy Needs Consumers But There’s One URGENT IMPENDING Problem | 29 Mar 2022 | 00:15:36 | |
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 unnamed - 2022-03-28T211353.503.jpg (512×331) 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 | |||
| Inflation Comes First. You Know What’s Next. | 28 Mar 2022 | 00:14:55 | |
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 | |||
| The Most Important Thing People Need… and It Will Run Out | 27 Mar 2022 | 00:15:07 | |
TOPICS AND TIMESTAMPS: Big Moves 0:00 Up and Up 0:38 Mortgage Too Far 8:55 Commodities Boom Over? 11:38 27110.jpeg (1200×1200) https://cdn.statcdn.com/Infographic/images/normal/27110.jpeg Real Estate Investing: Homeowners Use Cash-Out Refis to Buy Rentals - Bloomberg https://www.bloomberg.com/news/articles/2022-03-25/real-estate-investing-homeowners-use-cash-out-refis-to-buy-rentals?srnd=premium-canada Small Trucking Companies Are Getting Squeezed by Soaring Diesel Prices - WSJ https://www.wsj.com/articles/small-trucking-companies-are-getting-squeezed-by-soaring-diesel-prices-11648200601?mod=hp_lista_pos2 Sell Stocks on Inflation and Russia War, Calstrs CIO Ailman Says - Bloomberg https://www.bloomberg.com/news/articles/2022-03-25/sell-stocks-on-inflation-and-russia-war-calstrs-cio-ailman-says Homebuyers Hit With U.S. Mortgage Rates Surging Most Since 1994 - Bloomberg https://www.bloomberg.com/news/articles/2022-03-25/homebuyers-hit-with-u-s-mortgage-rates-surging-most-since-1994 New York Had Greatest Population Drop of Any Major County Last Year – NBC New York https://www.nbcnewyork.com/news/local/manhattan-lost-6-9-of-population-in-2021-the-most-of-any-major-u-s-county/3616010/ Lumber Rally Cools With Transport Snarls Easing, Buyers Balking - Bloomberg https://www.bloomberg.com/news/articles/2022-03-25/lumber-rally-cools-with-transport-snarls-easing-buyers-balking Column: EU steps back from impractical Russia oil embargo | Reuter | |||
| Ignore the Fed’s TRICK At Your Own Risk | 26 Mar 2022 | 00:16:30 | |
TOPICS AND TIMESTAMPS: Don’t Ignore 0:00 Fed Goes For It 0:59 Don’t Fight the Fed? 7:19 Russia’s Gold 7:57 Real Estate Debt 11:19 2022-03-25_12-17-00.jpg (965×622) https://cms.zerohedge.com/s3/files/inline-images/2022-03-25_12-17-00.jpg?itok=ZZoHPDdB Short-Term Yield Curve Gives Fed Cover to Go Max Hawkish - Bloomberg https://www.bloomberg.com/news/articles/2022-03-25/a-powell-backed-yield-curve-gives-fed-cover-to-go-max-hawkish?srnd=premium-canada Hawkish Bank of Canada Speech Puts Half-Point Rate Hike in Play - Bloomberg https://www.bloomberg.com/news/articles/2022-03-25/bank-of-canada-sees-households-in-better-shape-to-handle-hikes?srnd=premium-canada 2022-03-25_12-12-39.jpg (965×619) https://cms.zerohedge.com/s3/files/inline-images/2022-03-25_12-12-39.jpg?itok=2XJQ_Rzn 2022-03-25_12-45-20.jpg (941×626) https://cms.zerohedge.com/s3/files/inline-images/2022-03-25_12-45-20.jpg?itok=qaWesDMo go stop fed.jpg (1261×591) https://cms.zerohedge.com/s3/files/inline-images/go%20stop%20fed.jpg?itok=7TMdClxy Information on the purchase of gold by the Bank of Russia on the domestic market | Bank of Russia http://www.cbr.ru/press/PR/?file=25032022_192430DKP25032022_182539.htm FACT SHEET: United States and Allies and Partners Impose Additional Costs on Russia | The White House | |||
| If You Pay Attention To Just One Thing, *THIS* Is It | 25 Mar 2022 | 00:14:29 | |
TOPICS AND TIMESTAMPS: Faster Than Expected 0:00 Best Recession Indicator 0:45 Never Ever 6:00 Russia Steps In 7:05 No More Coffee 8:54 Most Expensive Dinner 13:44 Yield Curve Inversion usually takes place a year before recession. However, inflation rates at this level indicate a faster onset. 2Y fwd 2s10s.jpg (1261×619) https://cms.zerohedge.com/s3/files/inline-images/2Y%20fwd%202s10s.jpg?itok=xmF-9mSy curve inversions more pronounced 1970s.jpg (554×427) https://cms.zerohedge.com/s3/files/inline-images/curve%20inversions%20more%20pronounced%201970s.jpg?itok=uMH9SDrs every fed hike in past 10 years_1.jpg (649×497) https://cms.zerohedge.com/s3/files/inline-images/every%20fed%20hike%20in%20past%2010%20years_1.jpg?itok=duZs3VLL Nickel Tycoon Xiang Guangda Covered Part of His Big Short Position This Week - Bloomberg https://www.bloomberg.com/news/articles/2022-03-24/nickel-tycoon-covered-part-of-his-big-short-position-this-week every hiking cycles ends in crisis DB update_1.jpg (1033×595) https://cms.zerohedge.com/s3/files/inline-images/every%20hiking%20cycles%20ends%20in%20crisis%20DB%20update_1.jpg?itok=zbV6EFUo Russia puts floor under stock market selloff as trading resumes - BNN Bloomberg | |||
| Michael Burry Warns BULLWHIP EFFECT On Right Now | Let’s Break it Down | 28 Jun 2022 | 00:13:43 | |
TOPICS AND TIMESTAMPS: What’s Happening 0:00 Michael Burry 0:19 Inflation Ceiling 6:07 China 10:55 Michael Burry Archive (@BurryArchive) / Twitter https://twitter.com/BurryArchive/status/1541419758368825346/photo/1 every hiking cycles ends in crisis BofA update April 2022_1.jpg (697×484) https://cms.zerohedge.com/s3/files/inline-images/every%20hiking%20cycles%20ends%20in%20crisis%20BofA%20update%20April%202022_1.jpg?itok=VRjKW65a nominal rate inflation.jpg (1273×595) https://cms.zerohedge.com/s3/files/inline-images/nominal%20rate%20inflation.jpg?itok=Gx7okper The Money GPS (@themoneygps) / Twitter https://twitter.com/NorthmanTrader/status/1541506683192676352/photo/1 inv sales gen merch_0.jpg (1231×633) https://cms.zerohedge.com/s3/files/inline-images/inv%20sales%20gen%20merch_0.jpg?itok=6NZUuDVg unemp rate vs consumer confidence.jpg (1033×536) https://cms.zerohedge.com/s3/files/inline-images/unemp%20rate%20vs%20consumer%20confidence.jpg?itok=A64fdPvZ Cameo-Dodgeball-1024x576.jpg (1024×576) https://tvovermind.com/wp-content/uploads/2017/12/Cameo-Dodgeball-1024x576.jpg Hottest US Housing Markets Now Have Bigger Share of Price Cuts - Bloomberg https://www.bloomberg.com/news/articles/2022-06-27/hottest-us-housing-markets-now-have-bigger-share-of-price-cuts?srnd=premium-canada Canada Inflation Rate Drives Consumer Confidence to Crisis-Era Lows - Bloomberg https://www.bloomberg.com/news/articles/2022-06-27/inflation-drives-canadian-consumer-confidence-to-crisis-era-lows?srnd=premium-canada Zimbabwe Interest Rate Raised to 200% From 80% to Curb Inflation, Steady FX - Bloomberg https://www.bloomberg.com/news/articles/2022-06-27/world-s-most-aggressive-central-bank-raises-key-rate-to-200 Mortgage Lenders Turn ‘Desperate’ as Soaring Rates Roil Industry - Bloomberg https://www.bloomberg.com/news/articles/2022-06-27/mortgage-lenders-turn-desperate-as-soaring-rates-roil-industry?srnd=premium-canada News_Release_Banner.jpg (935×527) | |||
| Financial Markets Are Collapsing and Nobody Wants To Admit It | 24 Mar 2022 | 00:14:31 | |
TOPICS AND TIMESTAMPS: Bad To Worse 0:00 Oil Importance 0:48 Markets Collapsing 2:47 Watch Bonds Carefully 9:04 Real Estate Key Indications 11:34 Oil Price Rise ‘Trickles Down to Everything,’ Even Your Potato Salad to Go - WSJ https://www.wsj.com/articles/oil-price-rise-trickles-down-to-everything-even-your-potato-salad-to-go-11648033200 Trafigura’s finance chief warns of commodity industry stress | Financial Times https://www.ft.com/content/264173c2-794e-423b-b345-60868265d92b Javier Blas on Twitter: "The 4-page letter from lobby group the European Federation of Energy Traders pleading emergency liquidity support in full (with my own highlights). EFET represents top trading houses, oil companies and utilities (think the likes of Vitol, BP, Trafigura, Uniper, Engie...) #OOTT https://t.co/cVxzlqrJrO" / Twitter https://twitter.com/JavierBlas/status/1504182020649504775/photo/2 Clifford Asness on Twitter: "The @LME_news is now a criminal enterprise hiding behind manifest incompetence. Don’t be fooled by the horrendous stupidity below. That’s a mask. Think of all their epic incompetence as the robe Vito Genoese wore while wandering the streets incoherently. https://t.co/uRR6WHeVdQ" / Twitter https://twitter.com/CliffordAsness/status/1506659022274895875/photo/1 Global Bond Index Loses $2.6 Trillion in Record Slide From Peak - Bloomberg https://www.bloomberg.com/news/articles/2022-03-23/global-bond-losses-deepen-to-11-from-2021-high-most-on-record#:~:text=The%20Bloomberg%20Global%20Aggregate%20Index,the%20financial%20crisis%20in%202008. 2022-03-23_13-16-03.jpg (963×626) | |||
| This Has Never Happened Before in History | One Thing Watch Closely | 23 Mar 2022 | 00:16:17 | |
TOPICS AND TIMESTAMPS: Faster Than Expected 0:00 Moment We’ve Waited For 0:38 Recession or Not 8:10 Let’s Not Forget 10:42 The One Thing 11:54 Fed Officials Lay Out Case for Further Rate Rises - WSJ https://www.wsj.com/articles/feds-bullard-says-big-rate-increases-lie-ahead-for-economy-11647958416?mod=hp_listb_pos3 Fed Officials Line Up With Jerome Powell in Backing Rate Hikes - Bloomberg https://www.bloomberg.com/news/articles/2022-03-22/fed-officials-line-up-with-powell-in-backing-rate-hikes#:~:text=Bullard%20estimates%20the%20rate%20at,probably%20the%20best%20analogy%20here.%E2%80%9D Argentina Raises Key Rate to 44.5% as Inflation Heats Up https://ca.finance.yahoo.com/news/argentina-raises-key-rate-44-233011018.html Los Angeles becomes 1st in US to reach $6 gas average https://www.fox5ny.com/news/los-angeles-is-1st-major-city-in-u-s-to-reach-6-gas-average Traders warn of looming global diesel shortage | Financial Times https://www.ft.com/content/31f73f95-d914-46a1-b610-0c7fc5da493c Carl Icahn says there 'very well could be a recession or even worse' https://www.cnbc.com/2022/03/22/carl-icahn-says-there-very-well-could-be-a-recession-or-even-worse.html?utm_term=Autofeed&utm_medium=Social&utm_content=Main&utm_source=Twitter#Echobox=1647980014 2022-03-22_12-21-33.jpg (964×623) https://cms.zerohedge.com/s3/files/inline-images/2022-03-22_12-21-33.jpg?itok=BYaaYo-- financial assets vs real assets March 2022.jpg (690×485) | |||
| Why This Chaos Is Just the Start of A Much Worse Scenario | 22 Mar 2022 | 00:16:07 | |
TOPICS AND TIMESTAMPS: The Scenario 0:00 Fed Talks Aggressive 0:42 Ban Everything 4:42 Recession Indication 11:39 2-4 months before cycle peak Powell says 'inflation is much too high' and the Fed will take 'necessary steps' to address https://www.cnbc.com/2022/03/21/powell-says-inflation-is-much-too-high-and-the-fed-will-take-necessary-steps-to-address.html Powell says Fed will hike further and faster if necessary | AP News https://apnews.com/article/business-prices-inflation-jerome-powell-e27343094b7863b02ee571eb32b5e23b Bostic Says Fed Could Do Half-Point March Hike If Needed - Bloomberg https://www.bloomberg.com/news/articles/2022-01-30/fed-may-opt-for-50-point-rise-due-to-inflation-bostic-tells-ft#:~:text=The%20Federal%20Reserve%20could%20opt,Financial%20Times%20in%20an%20interview. Crude jumps more than 7% as EU mulls Russian oil ban https://www.cnbc.com/2022/03/21/oil-markets-european-union-russia-saudi-refinery-output.html Russia’s Proposed Ban On Uranium Exports Sends Stocks Soaring | OilPrice.com https://oilprice.com/Energy/Energy-General/Russias-Proposed-Ban-On-Uranium-Exports-Sends-Stocks-Soaring.html World’s Top Alumina Supplier Australia Bans Exports to Russia - Bloomberg https://www.bloomberg.com/news/articles/2022-03-20/world-s-top-alumina-supplier-australia-bans-exports-to-russia | |||
| Prepare For Food Shortages, Floods, and Historic Droughts! | 21 Mar 2022 | 00:16:12 | |
TOPICS AND TIMESTAMPS: Recession Talk 0:00 Kazakhstan 0:47 Commodities and Droughts 2:35 Markets Seizing Up 9:21 Crack the U.S. Economy (Didn’t even get a chance to discuss) Bryan MacDonald on Twitter: "More video of City Hall on fire in Almaty. Meanwhile, a state of emergency has been declared in the Kazakh capital, Nur-Sultan (formerly Astana). https://t.co/z86WThMT3W" / Twitter https://twitter.com/27khv/status/1478680479457071107?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1478683823135150080%7Ctwgr%5E%7Ctwcon%5Es2_&ref_url=https%3A%2F%2Fwww.zerohedge.com%2Fgeopolitical%2Fkazakhstan-protesters-storm-torch-government-buildings-shots-fired-after-cabinet Bryan MacDonald on Twitter: "Protestors have now reportedly seized Almaty Airport, despite passengers apparently being told the army was in control earlier, according to local media. Employees are allegedly being evacuated, while all flights have been canceled. https://t.co/ereYrwUPxM" / Twitter https://twitter.com/27khv/status/1478747084337692673?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1478747084337692673%7Ctwgr%5E%7Ctwcon%5Es1_&ref_url=https%3A%2F%2Fwww.zerohedge.com%2Fgeopolitical%2Fkazakhstan-protesters-storm-torch-government-buildings-shots-fired-after-cabinet zerohedge on Twitter: "Kazakhstan produces 42% of global uranium. It mined more uranium than Canada, Australia, and Namibia combined, which are the #2, #3 and #4 producers. https://t.co/bkxXx1LYKr https://t.co/77P53iP3ky" / Twitter https://twitter.com/zerohedge/status/1478570237251436547/photo/1 Russia’s War in Ukraine Is Creating World Supply Problems, Driving Up Prices https://www.bloomberg.com/graphics/2022-russia-commodities-shortage/ Soaring Prices for Everything in the Food Supply Chain Means More Inflation - Bloomberg https://www.bloomberg.com/news/articles/2022-03-19/soaring-prices-for-everything-in-the-food-supply-chain-means-more-inflation?srnd=premium-canada Spring Outlook: Drought to expand amid warmer conditions | National Oceanic and Atmospheric Administration https://www.noaa.gov/news/spring-outlook-drought-to-expand-amid-warmer-conditions Current Map | U.S. Drought Monitor https://droughtmonitor.unl.edu/ LME: The World’s Biggest Commodities Markets Are Starting to Seize Up - Bloomberg https://www.bloomberg.com/news/articles/2022-03-18/the-world-s-biggest-commodities-markets-are-starting-to-seize-up?srnd=premium-canada China Put Can Be Game Changer for Stock Market After Global Rout - Bloomberg https://www.bloomberg.com/news/articles/2022-03-19/china-put-can-be-game-changer-for-stock-market-after-global-rout?srnd=premium-canada Charting the Global Economy: Fed Lifts Rates as Inflation Builds - Bloomberg https://www.bloomberg.com/news/articles/2022-03-19/charting-the-global-economy-fed-lifts-rates-as-inflation-builds?srnd=premium-canada Emergency measures can quickly cut global oil demand by 2.7 million barrels a day, reducing the risk of a damaging supply crunch - News - IEA https://www.iea.org/news/emergency-measures-can-quickly-cut-global-oil-demand-by-2-7-million-barrels-a-day-reducing-the-risk-of-a-damaging-supply-crunch Bill Gross warns Fed rate rises will ‘crack the US economy’ | Financial Times https://www.ft.com/content/5ab01f85-bcc3-4dd7-b2ff-31195425be43 27030.jpeg (1200×1200) https://cdn.statcdn.com/Infographic/images/normal/27030.jpeg Self-Driving Trucks Could Replace 90% of Long-Haul Jobs - Bloomberg https://www.bloomberg.com/news/articles/2022-03-19/self-driving-trucks-could-replace-90-of-long-haul-jobs | |||
| Where Can I Hide if the Global Economy COLLAPSES? Locations Threats Preparation! | 20 Mar 2022 | 00:16:29 | |
TOPICS AND TIMESTAMPS: What’s Happening 0:00 Where Do We Find A Safe Place? 0:55 A Look Around the World 3:30 What To Look For Specifically 13:03 | |||
| This Is A Once In A Century Event | 19 Mar 2022 | 00:14:00 | |
TOPICS AND TIMESTAMPS: Debt Will Be Unpayable 0:00 Fed Gets Hawkish 0:55 Too Expensive 6:10 Recession Signal 12:07 Bullard says Fed moving too slowly to quell high inflation and putting economy at risk - MarketWatch https://www.marketwatch.com/story/bullard-says-fed-risks-credibility-by-moving-too-slowly-to-quell-high-inflation-11647602657 Fed Governor Waller says half-point rate hikes could be needed as 'inflation is raging' https://www.cnbc.com/2022/03/18/fed-governor-waller-says-half-point-rate-hikes-could-be-needed-to-tame-inflation.html Fed’s Waller Explains Move to Favor Less Aggressive Rate Hike At FOMC Meeting - WSJ https://www.wsj.com/articles/feds-bullard-explains-fomc-dissent-warns-on-credibility-risks-11647604875/ Fed Hawks Seek Half-Point Interest-Rate Hikes With Data ‘Screaming’ Action - Bloomberg https://www.bloomberg.com/news/articles/2022-03-18/fed-hawks-seek-half-point-hikes-amid-data-screaming-action U.S. Pre-owned Home Sales Decline to a Six-Month Low - Bloomberg https://www.bloomberg.com/news/articles/2022-03-18/sales-of-u-s-previously-owned-homes-decline-to-a-six-month-low#:~:text=Sales%20of%20previously%20owned%20U.S.,high%20prices%20deterred%20potential%20buyers. Shoppers Reach Their Limits on Some Price Increases - WSJ https://www.wsj.com/articles/shoppers-reach-their-limits-on-some-price-increases-11647509580?mod=hp_lead_pos5 Janet Mills, Maine governor, proposes $850 inflation-relief checks - Washington Times | |||
| I Can’t Believe This Really Happened | 18 Mar 2022 | 00:15:36 | |
TOPICS AND TIMESTAMPS: What’s the Deal? 0:00 Stock Market 0:28 Stagflation 5:19 The Fed 6:27 Quit Your Job 9:25 Hedge Funds Win 13:41 Steve Deppe, CMT on Twitter: "I didn't have time to share this yesterday but I find it hysterical. The S&P 500 hasn't gained 2%+ on back to back days all that often. But, it managed to do it on 3/15 & 3/16 here in 2022. And it managed to do it on 3/15 and 3/16 in 2000 too. We live in a simulation." / Twitter https://twitter.com/SJD10304/status/1504518229745561602?s=20&t=_j0xiZfWxMSRnFXuJtfJQw 5s10s 2022-03-17_7-18-53_0.jpg (1280×618) https://cms.zerohedge.com/s3/files/inline-images/5s10s%202022-03-17_7-18-53_0.jpg?itok=J8CKlIqF Alibaba, Tencent Retreat After Two-Day Rally - Bloomberg https://www.bloomberg.com/news/articles/2022-03-18/chinese-stocks-retreat-after-biggest-two-day-rally-since-1998?srnd=premium-canada 2022-03-17_12-37-22.jpg (966×624) https://cms.zerohedge.com/s3/files/inline-images/2022-03-17_12-37-22.jpg?itok=9jFzKeAy The Fed needs to get a lot tougher to stop soaring inflation https://nypost.com/2022/03/16/the-fed-needs-to-get-a-lot-tougher-to-stop-soaring-inflation/ Bond Traders Stunned by Hawkish Fed Are Sounding Growth Alarm https://finance.yahoo.com/news/bond-traders-stunned-hawkish-fed-000428923.html unnamed (2)_230.png (824×454) | |||
| Recession Incoming | Central Banks | 18 Mar 2022 | 00:13:24 | |
TOPICS AND TIMESTAMPS: Recession 0:00 Interest Rates 0:41 Shortages 5:53 China Friendly To Ukraine? 11:19 (4) Viraj Patel on Twitter: "Dovish hike from the BoE. Markets are pricing in a UK recession in just over a year and BoE probably realising they could be adding to these risks. Think we’re getting close to a pause in the hiking cycle with “wait and see” likely to see how UK economy adjusts $GBP https://t.co/jTDmLr8IRX" / Twitter https://twitter.com/VPatelFX/status/1504428943079792641/photo/1 Bank Rate increased to 0.75% - March 2022 | Bank of England https://www.bankofengland.co.uk/monetary-policy-summary-and-minutes/2022/march-2022?sf162230440=1 Brazil hikes key interest rate ninth straight time https://news.yahoo.com/brazil-hikes-key-interest-rate-221710071.html Central banks, summary of current interest rates https://www.global-rates.com/en/interest-rates/central-banks/central-banks.aspx Russia’s Inflation Rate Surpasses Annual Target in Two Weeks - The Moscow Times https://www.themoscowtimes.com/2022/03/16/russias-inflation-rate-surpasses-annual-target-in-two-weeks-a76969 -1x-1_11.jpg (1200×675) https://cms.zerohedge.com/s3/files/inline-images/-1x-1_11.jpg?itok=kMSVh_aw Russia’s Inflation Shock Is Giving Way to Soviet-Style Shortages - Bloomberg https://www.bloomberg.com/news/articles/2022-03-16/russia-s-inflation-shock-is-giving-way-to-soviet-style-shortages?sref=6uww027M Fertilizer Sanctions Split Farm Superpowers as Costs Surge - Bloombergv | |||
| ALERT Signal in Bond Market Sends Red Flags! | 17 Mar 2022 | 00:16:49 | |
TOPICS AND TIMESTAMPS: It’s On 0:00 Bond Market Mayhem 0:36 China Market Chaos 9:02 Recession Turmoil 11:17 intraday composite.jpg (613×791) https://cms.zerohedge.com/s3/files/inline-images/intraday%20composite.jpg?itok=ZeLrbxhW Jerome Powell Assures Americans Economy Won’t Tip Into Recession - Bloomberg https://www.bloomberg.com/news/articles/2022-03-16/powell-ramps-up-inflation-fight-in-economy-tough-enough-to-cope?srnd=premium-canada 5s10s inverts 5y10, 2022-03-16_14-35-35.jpg (1272×651) https://cms.zerohedge.com/s3/files/inline-images/5s10s%20inverts%205y10%2C%202022-03-16_14-35-35.jpg?itok=8R8sZ7xh 2s10s 3.16.jpg (1266×667) https://cms.zerohedge.com/s3/files/inline-images/2s10s%203.16.jpg?itok=bL-Rp3_e Bond Traders See Red Flag After Hawkish Fed Hikes Rates - Bloomberg https://www.bloomberg.com/news/articles/2022-03-17/bond-traders-stunned-by-a-hawkish-fed-are-sounding-growth-alarms 1240x-1.png (1240×697) https://assets.bwbx.io/images/users/iqjWHBFdfxIU/iUSOZ8oa8DCc/v2/pidjEfPlU1QWZop3vfGKsrX.ke8XuWirGYh1PKgEw44kE/1240x-1.png Fed funds vs CPI.jpg (1267×668) https://cms.zerohedge.com/s3/files/inline-images/Fed%20funds%20vs%20CPI.jpg?itok=5WkeQFve HSI 3.16.jpg (1268×740) https://cms.zerohedge.com/s3/files/inline-images/HSI%203.16.jpg?itok=O7v1JgwV | |||
| Fed Just Said Some Powerful Information. Did You Hear? | 17 Mar 2022 | 00:12:47 | |
TOPICS AND TIMESTAMPS: It Happened 0:00 What’s Up? 0:22 Markets React 3:44 What’s Down? 5:08 The Deeper Knowledge 9:49 Fed expects to increase 7 times this year Fed expects balance sheet reduction to be faster than previous cycle Inflation was higher than expected Federal Reserve meeting: https://www.cnbc.com/2022/03/16/federal-reserve-meeting.html Federal Reserve Board - Federal Reserve issues FOMC statement https://www.federalreserve.gov/newsevents/pressreleases/monetary20220316a.htm The Money GPS - YouTube https://www.youtube.com/c/TheMoneyGPS/community BS shrinkage.jpg (733×417) https://cms.zerohedge.com/s3/files/inline-images/BS%20shrinkage.jpg?itok=cnHrwtj1 FMS cash levels march 2022.jpg (686×395) https://cms.zerohedge.com/s3/files/inline-images/FMS%20cash%20levels%20march%202022.jpg?itok=Ozdu391e global growth pessimism.jpg (686×406) https://cms.zerohedge.com/s3/files/inline-images/global%20growth%20pessimism.jpg?itok=fMSyB9Ln unnamed (6)_204.png (1274×579) | |||
| Something Very Ominous Just Happened in the U.S. | 27 Jun 2022 | 00:13:06 | |
TOPICS AND TIMESTAMPS: Flashing Red 0:00 Consumer Warning 0:15 Russia Defaults 6:39 Michael Burry 10:03 2022-06-24_07-03-25_0.jpg (975×614) https://cms.zerohedge.com/s3/files/inline-images/2022-06-24_07-03-25_0.jpg?itok=t0DxWeVb unemp rate vs consumer confidence.jpg (1033×536) https://cms.zerohedge.com/s3/files/inline-images/unemp%20rate%20vs%20consumer%20confidence.jpg?itok=A64fdPvZ Recession may not be here yet — but stagflation is: El-Erian https://finance.yahoo.com/news/recession-stagflation-el-erian-june-2022-130731066.html Metal Prices Are Headed for the Worst Quarter Since the Financial Crisis - Bloomberg https://www.bloomberg.com/news/articles/2022-06-26/metal-prices-are-headed-for-the-worst-quarter-since-the-financial-crisis?srnd=premium-canada One of World’s Major Wheat Buyers to Trim Imports as Prices Rise - Bloomberg https://www.bloomberg.com/news/articles/2022-06-26/one-of-world-s-major-wheat-buyers-to-trim-imports-as-prices-rise?srnd=premium-canada Home Showings Across United States Fall 24 Percent, Mortgage Rates Remain Elevated https://www.theepochtimes.com/home-showings-across-united-states-fall-24-percent-mortgage-rates-remain-elevated_4556028.html Ukraine War: Russia Defaults on Foreign Debt for First Time Since 1918 - Bloomberg https://www.bloomberg.com/news/articles/2022-06-26/russia-defaults-on-foreign-debt-for-first-time-since-1918 Canada’s inflation rate should be in retreat by year’s end | The Star https://www.thestar.com/business/opinion/2022/06/25/canadas-punishing-inflation-rate-should-be-wrestled-to-the-ground-by-years-end.html?utm_source=Twitter&utm_medium=SocialMedia&utm_campaign=OpinionStaff&utm_content=inflationrelief&utm_source=twitter&source=torontostar&utm_medium=SocialMedia&utm_campaign=&utm_campaign_id=&utm_content= Did corporate greed fuel inflation? It's not biggest culprit | AP News https://apnews.com/article/inflation-russia-ukraine-covid-health-government-and-politics-999a756b89b09b65d335856cf570737e ‘A cold dark place’ — Michael Burry thinks the market has plenty of room to plunge. But he finally sees value in these 4 stocks https://finance.yahoo.com/news/cold-dark-place-michael-burry-150000615.html unnamed (4)_402.png (1280×718) https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%284%29_402.png?itok=f2j8tenc unnamed (5)_395.png (540×405) | |||
| U.S. DOLLAR DEAD: Saudi Prepares To Accept Yuan for Oil | 16 Mar 2022 | 00:14:03 | |
TOPICS AND TIMESTAMPS: Linchpin 0:00 Saudi China Link 0:42 Russian Debt Default 4:09 Semiconductor Shortage Again 10:59 Saudi Arabia Considers Accepting Yuan Instead of Dollars for Chinese Oil Sales - WSJ https://www.wsj.com/articles/saudi-arabia-considers-accepting-yuan-instead-of-dollars-for-chinese-oil-sales-11647351541 What to expect as Russia warns of historic debt default | Financial Times https://www.ft.com/content/9ed033f2-eaa4-4cce-974d-78592a3075af Explainer: How Russia’s war in Ukraine is shuffling US alliances in Latin America | International | denvergazette.com https://denvergazette.com/ap/international/explainer-how-russia-s-war-in-ukraine-is-shuffling-us-alliances-in-latin-america/article_f09839a2-4046-5971-8341-3720ad3364d4.html War in Ukraine disrupts key supply chains - and lives | AP News https://apnews.com/article/russia-ukraine-technology-business-europe-texas-2d6a87d8b0af4b4b4872a1b8fd0f276d China Covid Outbreak Has World Economy Bracing for Supply-Chain Crisis - Bloomberg https://www.bloomberg.com/news/articles/2022-03-15/world-economy-braces-for-supply-hit-as-china-battles-covid-again China COVID lockdown: Country locks down 51 million amid worst coronavirus crisis since 2020 Wuhan outbreak - ABC7 Los Angeles https://abc7.com/covid-china-locks-down-9-million-lockdown-outbreak/11650602/ Inflation surge, war cloud Fed's interest rate trajectory | Reuters https://www.reuters.com/world/us/inflation-surge-war-cloud-feds-interest-rate-trajectory-2022-03-15/ | |||
| China’s Stocks Drop 30% in 2 DAYS! | 16 Mar 2022 | 00:09:46 | |
TOPICS AND TIMESTAMPS: China 0:00 Stock Market 0:26 Financial Mess 4:47 HS 1 day change 2022-03-14_7-45-05_0.jpg (1270×641) https://cms.zerohedge.com/s3/files/inline-images/HS%201%20day%20change%202022-03-14_7-45-05_0.jpg?itok=-n0b_0M0 HSCE 1 day_0.jpg (1271×643) https://cms.zerohedge.com/s3/files/inline-images/HSCE%201%20day_0.jpg?itok=AeBkt58y golden dragon march 14.jpg (1271×660) https://cms.zerohedge.com/s3/files/inline-images/golden%20dragon%20march%2014.jpg?itok=p48iEbjm China property dev junk bonds.jpg (1269×656) https://cms.zerohedge.com/s3/files/inline-images/China%20property%20dev%20junk%20bonds.jpg?itok=eGr8Xsg4 Tencent Faces Possible Record Fine for Anti-Money-Laundering Violations - WSJ https://www.wsj.com/articles/tencent-faces-possible-record-fine-for-anti-money-laundering-violations-11647242561 Margin-Debt-Pct-DPI-vs-Fed-Funds-022022.png (1029×572) https://realinvestmentadvice.com/wp-content/uploads/2022/02/Margin-Debt-Pct-DPI-vs-Fed-Funds-022022.png Margin-Debt-As-Pct-Of-DPI.png (1033×574) https://realinvestmentadvice.com/wp-content/uploads/2022/02/Margin-Debt-As-Pct-Of-DPI.png MOVE index march 13.jpg (1029×593) | |||
| China Puts 51 Million People Into FULL LOCKDOWN! Russia To BAN Food Exports?! | 15 Mar 2022 | 00:13:18 | |
TOPICS AND TIMESTAMPS: Here We Go Again 0:00 Prices Sky High 0:53 China Lock Down 2:59 Russia Ban Exports 6:14 India and Russia 8:22 Argentina Ban 10:50 db dis 3.jpg (1034×594) https://cms.zerohedge.com/s3/files/inline-images/db%20dis%203.jpg?itok=5ONMRdUh european carbon prices.jpg (1034×590) https://cms.zerohedge.com/s3/files/inline-images/european%20carbon%20prices.jpg?itok=-Wy4Ltqt Wheat Futures Are the Hottest Stock on Wall Street https://www.vice.com/en/article/k7wyew/wheat-futures-are-the-hottest-stock-on-wall-street weekly price change in wheat.jpg (1034×592) https://cms.zerohedge.com/s3/files/inline-images/weekly%20price%20change%20in%20wheat.jpg?itok=JafLAkk9 long term real adjuisted price of wheat.jpg (1035×581) https://cms.zerohedge.com/s3/files/inline-images/long%20term%20real%20adjuisted%20price%20of%20wheat.jpg?itok=J5fTODfI weekly movement.jpg (1038×604) https://cms.zerohedge.com/s3/files/inline-images/weekly%20movement.jpg?itok=7tzE_EZy rgypt cds.jpg (1028×594) | |||
| China is Signalling Some Very Big Changes | Watch Carefully | 14 Mar 2022 | 00:13:18 | |
TOPICS AND TIMESTAMPS: Here We Go 0:00 Food Prices 0:50 China’s Lockdown 4:35 China’s Stocks 8:17 Слуцкий заявил о существенном прогрессе в переговорах России и Украины - РИА Новости, 13.03.2022 https://ria.ru/20220313/progress-1777935859.html Russia seeks military equipment and aid from China, U.S. officials say https://www.msn.com/en-us/news/world/russia-seeks-military-equipment-and-aid-from-china-us-officials-say/ar-AAV0LDf?ocid=uxbndlbing Obstacles to supplies of Russian products will have grave consequences worldwide — Putin - Business & Economy - TASS https://tass.com/economy/1420139?utm_source=b.shenxunchat.com&utm_medium=referral&utm_campaign=b.shenxunchat.com&utm_referrer=b.shenxunchat.com Russian invasion of Ukraine impacting farmers with fertilizer - ABC30 Fresno https://abc30.com/russia-ukraine-fertilizer/11641518/ Russia-Ukraine war worsens fertilizer supply issues, potential widespread famine on the horizon, experts say | Fox Business https://www.foxbusiness.com/markets/russia-ukraine-war-worsens-fertilizer-supply-issues-potential-widespread-famine-experts US officials say Russia has asked China for military help in Ukraine | Financial Times https://www.ft.com/content/30850470-8c8c-4b53-aa39-01497064a7b7?emailId=622e462deb4b2800041a485c&segmentId=ce31c7f5-c2de-09db-abdc-f2fd624da608 | |||
| How To STOP Inflation: Major Recession. Prepare NOW | 13 Mar 2022 | 00:10:51 | |
TOPICS AND TIMESTAMPS: Risks 0:00 Recession 0:37 China’s Evergrande 4:27 Inflation 5:52 Buy the Dip? 7:55 Recession Risks Are Piling Up And Investors Need to Get Ready - Bloomberg https://www.bloomberg.com/news/articles/2022-03-12/recession-risks-are-piling-up-and-investors-need-to-get-ready World’s Central Banks Set Policy for Economies Shaken by the War - Bloomberg https://www.bloomberg.com/news/articles/2022-03-12/world-s-central-banks-set-policy-for-economies-shaken-by-the-war?srnd=premium-canada unnamed (7)_182.png (1280×851) https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%287%29_182.png?itok=BWvUWfCt unnamed (1)_230.png (714×581) https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%281%29_230.png?itok=vvpAETs8 unnamed (4)_211.png (803×436) | |||
| One Country Will Win… and It’s Not Who You Think | 12 Mar 2022 | 00:16:52 | |
Country must be a creditor nation Must be able to survive hardship Must have food supplies Must have domestic consumption TOPICS AND TIMESTAMPS: Big Moves 0:00 What Did China Know? 0:40 Markets Spiral Down 8:09 Shrinkflation 13:55 EXCLUSIVE Russia's Surgut works with China to allow oil sales to go on | Reuters https://www.reuters.com/business/energy/exclusive-russias-surgut-allows-oil-sales-china-without-credit-guarantees-2022-03-11/ One Reason for Rising Food Prices? Chinese Hoarding. - Bloomberg https://www.bloomberg.com/opinion/articles/2022-01-05/one-reason-for-rising-food-prices-chinese-hoarding China hoards over half the world's grain, pushing up global prices - Nikkei Asia https://asia.nikkei.com/Spotlight/Datawatch/China-hoards-over-half-the-world-s-grain-pushing-up-global-prices Russia’s Invasion Of Ukraine Will Benefit China | OilPrice.com https://oilprice.com/Energy/Energy-General/Russias-Invasion-Of-Ukraine-Will-Benefit-China.html Flour rationing in Lebanon, grain hoarding in Hungary: How the Ukraine war is lurching the globe toward a new food crisis https://www.msn.com/en-us/news/world/flour-rationing-in-lebanon-grain-hoarding-in-hungary-how-the-ukraine-war-is-lurching-the-globe-toward-a-new-food-crisis/ar-AAUURhT | |||
| Can You Spot the HUGE Difference Between 1980 and 2022? | 11 Mar 2022 | 00:14:13 | |
TOPICS AND TIMESTAMPS: Point of No Return 0:00 Michael Burry 0:43 21 Months 2:06 Recession Incoming 8:24 CPI inflation February 2022: https://www.cnbc.com/2022/03/10/cpi-inflation-february-2022-.html Michael Burry Archive (@BurryArchive) / Twitter https://twitter.com/BurryArchive/status/1501817043015843843/photo/1 Gas theft on the rise as gas prices skyrocket https://www.foxla.com/news/gas-theft-on-the-rise-as-gas-prices-skyrocket White House expects inflation will 'substantially' increase in coming months | Washington Examiner https://www.washingtonexaminer.com/news/white-house/white-house-expects-inflation-will-substantially-increase-in-coming-months 2022-03-10_05-32-47.jpg (859×459) https://cms.zerohedge.com/s3/files/inline-images/2022-03-10_05-32-47.jpg?itok=f5verKa3 2022-03-10_05-35-52.jpg (861×460) https://cms.zerohedge.com/s3/files/inline-images/2022-03-10_05-35-52.jpg?itok=tnP6_RVM 2022-03-10_05-35-52.jpg (861×460) https://cms.zerohedge.com/s3/files/inline-images/2022-03-10_05-35-52.jpg?itok=tnP6_RVM 2022-03-10_05-39-06.jpg (866×447) https://cms.zerohedge.com/s3/files/inline-images/2022-03-10_05-39-06.jpg?itok=zhIlyg7W 2022-03-10 (3).png (1263×550) https://cms.zerohedge.com/s3/files/inline-images/2022-03-10%20%283%29.png?itok=cLrpX9-E | |||
| Food Prices Are About To SKYROCKET | 10 Mar 2022 | 00:14:55 | |
TOPICS AND TIMESTAMPS: Up and Up 0:00 Will Work For Food 0:24 A New-Old Crisis 9:45 It’s Feeling Like the 1970s Again at Gas Pumps and Grocery Stores https://www.bloombergquint.com/technology/it-s-feeling-like-the-1970s-again-at-gas-pumps-and-grocery-stores Food crisis grows as spiralling prices spark export bans | Reuters https://www.reuters.com/world/food-crisis-grows-spiralling-prices-spark-export-bans-2022-03-09/ Food Protectionism Grows as Indonesia Curbs Palm Oil Exports - Bloomberg https://www.bloomberg.com/news/articles/2022-03-09/indonesia-tightens-palm-oil-exports-as-food-protectionism-grows Where's the Beef? U.S. Backlash Looms as Inflation Puts Steak Out of Reach - Bloomberg https://www.bloomberg.com/news/articles/2022-03-09/u-s-beef-backlash-looms-as-inflation-puts-steak-out-of-reach Iraqis protest rise in food prices, officials blame Ukraine war | Russia-Ukraine war News | Al Jazeera https://www.aljazeera.com/news/2022/3/9/iraq-protest-food-prices-russia-ukraine-war CASE_ENERGYBRIEF_CRISIS.pdf http://caseforconsumers.org/wp-content/uploads/2022/02/CASE_ENERGYBRIEF_CRISIS.pdf 2022-03-09 (1).png (1252×544) https://cms.zerohedge.com/s3/files/inline-images/2022-03-09%20%281%29.png?itok=7cUgYG_j Gary Stevenson on Twitter: "The wheat price is up 65% in a week. Oil is through $127 a barrel. The effects on poverty and cost of living in this country will be enormous. People will | |||
| Prepare For Imminent Russia DEFAULT and the FALLOUT | 09 Mar 2022 | 00:16:06 | |
TOPICS AND TIMESTAMPS: Here We Go 0:00 The Next Level 0:39 China Coming Through 8:26 Investment Aspects 12:31 Russia’s Rating Cut by Fitch, Seeing ‘Imminent’ Bond Default on War in Ukraine - Bloomberg https://www.bloomberg.com/news/articles/2022-03-08/fitch-downgrades-russia-rating-seeing-imminent-bond-default?srnd=premium-canada China Warns U.S. Over Forming Pacific NATO, Backing Taiwan - Bloomberg https://www.bloomberg.com/news/articles/2022-03-07/china-urges-world-not-to-add-fuel-to-fire-in-war-in-ukraine China Considers Buying Stakes in Russian Energy, Commodity Firms - Bloomberg https://www.bloomberg.com/news/articles/2022-03-08/china-considers-buying-stakes-in-russian-energy-commodity-firms?srnd=premium&sref=i4qXzk6d BCOMIN Quote - Bloomberg Industrial Metals Subindex Index - Bloomberg Markets https://www.bloomberg.com/quote/BCOMIN:IND Hundreds of Ships Trapped by Ukraine War, Endangering Sailors and Global Trade - WSJ https://www.wsj.com/articles/ukraine-war-ships-stranded-sailors-global-supply-chain-11646754357 2s10s flat_1.jpg (1253×554) https://cms.zerohedge.com/s3/files/inline-images/2s10s%20flat_1.jpg?itok=6OOii9Qp unnamed (9)_132.png (707×419) https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%289%29_132.png?itok=Z2f7nvLJ Tightening financial conditions sound alarm for world economy | Reuters | |||
| Russia Says $300 Oil Will Happen… | 09 Mar 2022 | 00:10:52 | |
TOPICS AND TIMESTAMPS: It’s On 0:00 Banning Oil 0:28 Oil To 300 1:31 China To the Rescue 2:20 Nickel Goes Berserk 5:33 Shrinkflation 9:22 Biden says U.S. will ban Russian oil imports in response to Putin's invasion of Ukraine https://www.cnbc.com/2022/03/08/us-expected-to-announce-ban-on-russian-oil-as-soon-as-today-nbc-news-reports.html Shell, BP to Withdraw From Russian Oil, Gas - WSJ https://www.wsj.com/articles/shell-to-withdraw-from-russian-oil-and-gas-amid-ukraine-war-11646737271 Russia warns of $300 oil if ban goes ahead, threatens to cut off European gas https://www.cnbc.com/2022/03/08/russia-warns-of-300-oil-if-ban-goes-ahead-threatens-to-cut-off-european-gas.html China Considers Buying Stakes in Russian Energy, Commodity Firms - Bloomberg https://www.bloomberg.com/news/articles/2022-03-08/china-considers-buying-stakes-in-russian-energy-commodity-firms#:~:text=An%20investment%20by%20China%20could,over%20the%20last%20five%20years. china tsy exitws.jpg (1153×650) https://cms.zerohedge.com/s3/files/inline-images/china%20tsy%20exitws.jpg?itok=bOAlimv7 China's Xi conveys to France, Germany opposition to Russia sanctions https://english.kyodonews.net/news/2022/03/5ba3b86e97ce-urgent-chinas-xi-conveys-to-france-germany-opposition-to-russia-sanctions.html russian crudes.jpg (911×409) | |||
| Why the Economy is CRASHING and BURNING | Real Reason | 26 Jun 2022 | 00:15:04 | |
TOPICS AND TIMESTAMPS: Signs Everywhere 0:00 National Debt 0:23 Civil Unrest 5:38 Evictions 10:25 U.S. Paying More to Borrow as Fed Raises Rates, Inflation Stays Elevated - WSJ https://www.wsj.com/articles/u-s-paying-more-to-borrow-as-fed-raises-rates-inflation-stays-elevated-11656165602 Bond Traders Are Trapped Between Recession and Inflation Fears - Bloomberg https://www.bloomberg.com/news/articles/2022-06-25/bond-traders-are-trapped-between-recession-and-inflation-fears?srnd=premium-canada Eco Week: Powell Shares His Troubles With Lagarde and Bailey - Bloomberg https://www.bloomberg.com/news/articles/2022-06-25/powell-shares-his-troubles-with-lagarde-and-bailey-eco-week?srnd=premium-canada Inflation sparks global wave of protests for higher pay, aid | AP News https://apnews.com/article/inflation-middle-east-africa-56399743fe9ad28692c88c007bb901d6 Zimbabwe Plans Triple-Digit Interest Rate Hike to Tame Inflation - Bloomberg https://www.bloomberg.com/news/articles/2022-06-25/zimbabwe-plans-triple-digit-interest-rate-hike-to-tame-inflation?srnd=premium-canada 27110.jpeg (1200×1200) https://cdn.statcdn.com/Infographic/images/normal/27110.jpeg VW chief warns economic damage from war risks being worse than pandemic | Financial Times https://www.ft.com/content/2c2fe5a8-f9a4-4c38-bd61-030a88aea4da More Than 8 Million Americans Are Late on Rent as Prices Increase - Bloomberg https://www.bloomberg.com/news/articles/2022-06-24/over-8-million-americans-are-late-on-rents-as-prices-increase Toyota pushes some parts suppliers to lower prices - Nikkei Asia https://asia.nikkei.com/Business/Automobiles/Toyota-pushes-some-parts-suppliers-to-lower-prices The C-suite and workplace wellness | Deloitte Insights https://www2.deloitte.com/us/en/insights/topics/leadership/employee-wellness-in-the-corporate-workplace.html Buyers Scramble To Lock In Long Term LNG Contracts In 2022 | OilPrice.com https://oilprice.com/Energy/Natural-Gas/Buyers-Scramble-To-Lock-In-Long-Term-LNG-Contracts-In-2022.html unnamed (9)_257.png (1280×844) https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%289%29_257.png?itok=7YByZi79 unnamed (10)_188.png (1280×824) https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%2810%29_188.png?itok=NMoeszHB | |||
| Why Financial Crisis 2008 Will Be Nothing Compared To This | 08 Mar 2022 | 00:13:26 | |
TOPICS AND TIMESTAMPS: Here We Go 0:00 Onward and Upward 0:34 Record Gas 5:32 Spare A Nickel? 6:28 Art Vandelay the Importer/Exporter 10:07 Traders Are Betting Crude Oil Prices May Pass $200 This Month - Bloomberg https://www.bloomberg.com/news/articles/2022-03-07/oil-traders-are-betting-prices-may-pass-200-a-barrel-this-month From Oil to Nickel to Wheat, Commodities Mayhem in Five Charts - Bloomberg https://www.bloomberg.com/news/articles/2022-03-07/from-oil-to-nickel-to-wheat-commodities-mayhem-in-five-charts?srnd=premium-canada 2022-03-07-1.png (1280×605) https://cms.zerohedge.com/s3/files/inline-images/2022-03-07-1.png?itok=EhvxA9-8 AAA Gas Prices https://gasprices.aaa.com/ Jim Bianco biancoresearch.eth on Twitter: "1/2 The war started 11 days ago, and the national average of gas prices is up 52 cents over this period, far and away the biggest such move. Now only four cents away from a new all-time high. https://t.co/RaPGEbVJnt" / Twitter https://twitter.com/biancoresearch/status/1500832822784843784/photo/1 Nickel Spikes 60%: Here’s Why That Matters and Who Will Be Hit - Bloomberg https://www.bloomberg.com/news/articles/2022-03-07/nickel-spikes-60-here-s-why-that-matters-and-who-will-be-hit wheat 3.7.jpg (1163×693) https://cms.zerohedge.com/s3/files/inline-images/wheat%203.7.jpg?itok=WaR0ogNv Ukraine war 'catastrophic for global food' - BBC News | |||
| We Are *RAPIDLY* Headed Into Global Depression. Here’s Why | 07 Mar 2022 | 00:16:51 | |
TOPICS AND TIMESTAMPS: Wrong Way 0:00 Beyond Belief 0:37 Russian Pivot 7:20 Ripple Effect 9:35 Solution 12:47 Food prices jump 20.7% yr/yr to hit record high in Feb, U.N. agency says | Reuters https://www.reuters.com/world/food-prices-hit-record-high-february-un-agency-says-2022-03-04/?taid=62237c2407024b0001560037 Oil Tops $130 a Barrel as Russian Attacks Escalate - WSJ https://www.wsj.com/articles/oil-buyers-paying-record-premiums-for-prompt-deliveries-11646518865 U.S. crude oil briefly tops $130 a barrel, a 13-year high on possible Western ban of Russian oil https://www.cnbc.com/2022/03/06/us-crude-oil-jumps-to-125-a-barrel-a-13-year-high-on-possible-western-ban-of-russian-oil.html Gold Price https://goldprice.org/ FAO Food Price Index rises to record high in February https://www.fao.org/newsroom/detail/fao-food-price-index-rises-to-record-high-in-february/en commodity prices in China.jpg (1272×585) https://cms.zerohedge.com/s3/files/inline-images/commodity%20prices%20in%20China.jpg?itok=s-dca1ns Russian banks rush to switch to Chinese card system https://finance.yahoo.com/news/russian-banks-rush-switch-chinese-075456219.html Russian Banks Turn to China as Visa, Mastercard Cut Business - Bloomberg | |||
| The Point of No Return - I Have Never Seen This Before | 06 Mar 2022 | 00:17:06 | |
TOPICS AND TIMESTAMPS: Jam Packed 0:00 Haywire Markets 0:47 Buy the Russian Dip? 7:50 What’s Up 13:48 Putin says Western sanctions are akin to declaration of war | Reuters https://www.reuters.com/world/europe/putin-says-western-sanctions-are-akin-declaration-war-2022-03-05/ Russia Energy Chaos Triggers the Biggest Market Shock in Decades - Bloomberg https://www.bloomberg.com/news/articles/2022-03-05/russia-energy-chaos-triggers-the-biggest-market-shock-in-decades?srnd=premium-canada Putin Seeks to Avert Defaults With Ruble Payments to Creditors - Bloomberg https://www.bloomberg.com/news/articles/2022-03-05/putin-seeks-to-avert-defaults-with-ruble-payments-to-creditors?srnd=premium-canada Stock Market’s ‘Denial Trade’ on Russian Invasion Is Buckling - Bloomberg https://www.bloomberg.com/news/articles/2022-03-05/stock-market-s-denial-trade-on-russian-invasion-is-buckling?srnd=premium-canada Russia Stock Market Controversy: EToro Blindsides Traders With Magnit Sale - Bloomberg https://www.bloomberg.com/news/articles/2022-03-05/russia-stock-market-controversy-etoro-blindsides-traders-with-magnit-sale?srnd=premium-canada Divesting From Russia: How Will Funds, Index Managers Leave After Sanctions? - Bloomberg https://www.bloomberg.com/news/articles/2022-03-04/how-dumping-russia-is-creating-chaos-for-index-funds-quicktake?srnd=premium-canada Bond Traders Primed for Wild Swings With Inflation, War in Focus - Bloomberg | |||
| IMMEDIATELY Prepare for Recession! Here’s Why. | 05 Mar 2022 | 00:14:24 | |
TOPICS AND TIMESTAMPS: Down 0:00 Europe Takes A Hit 0:44 Leading To Recession 2:32 Geopolitical Aspects 10:45 2022-03-04_09-58-34.jpg (951×577) https://cms.zerohedge.com/s3/files/inline-images/2022-03-04_09-58-34.jpg?itok=phPDssNL unnamed_60.jpg (954×576) https://cms.zerohedge.com/s3/files/inline-images/unnamed_60.jpg?itok=UVa3R7Hb (1) zerohedge on Twitter: "European stocks just suffered their largest outflows on record in the week to March 2 https://t.co/qIW8o3Bgkt" / Twitter https://twitter.com/zerohedge/status/1499733097696448514/photo/1 (1) Jim Bianco biancoresearch.eth on Twitter: "Not every recession is led by a 50% rise in crude. But every 50% rise in crude has led a recession. https://t.co/PN3vWuzQj9" / Twitter https://twitter.com/biancoresearch/status/1499385705591709698/photo/1 Ukraine War Plunges Auto Makers Into New Supply-Chain Crisis - WSJ https://www.wsj.com/articles/ukraine-war-plunges-auto-makers-into-new-supply-chain-crisis-11646309152 What's the Average Mortgage Payment? Monthly Cost Hits Record for 30-Year Loan - Bloomberg https://www.bloomberg.com/news/articles/2022-03-04/what-s-the-average-mortgage-payment-monthly-cost-hits-record-for-30-year-loan?srnd=premium-canada Big Money Unloads Stocks as Day Traders Buy in Spiraling Market - Bloomberg https://www.bloomberg.com/news/articles/2022-03-04/big-money-is-unloading-to-day-traders-in-spiraling-stock-market?srnd=premium-canada | |||
| The Russia and Ukraine Crisis DEVASTATING Global Impact | 04 Mar 2022 | 00:14:58 | |
TOPICS AND TIMESTAMPS: Unfolding 0:00 $200 Oil? 0:50 Domino Effect 8:40 CBDC 12:05 $200 oil - Google Search https://www.google.com/search?q=%24200+oil&sxsrf=APq-WBudRohalBf9lct-fGKNdyFO1uvd6A:1646374833487&source=lnms&tbm=nws&sa=X&ved=2ahUKEwitxveY6Kv2AhXskYkEHdaqCy8Q_AUoAnoECCgQBA&biw=3008&bih=1588&dpr=2 Goldman (GS) and JPMorgan (JPM) Purchases Russia’s Cheap Corporate Debt - Bloomberg https://www.bloomberg.com/news/articles/2022-03-03/wall-street-is-already-pouncing-on-russia-s-cheap-corporate-debt Russian stocks erased from indexes as Putin’s Ukraine invasion makes them ‘uninvestable’ | Fortune https://fortune.com/2022/03/03/russia-firms-erased-msci-ftse-russell-stock-indexes-putin-ukraine-invasion-uninvestable/ dip buying record.jpg (604×279) https://cms.zerohedge.com/s3/files/inline-images/dip%20buying%20record.jpg?itok=NYaWTxN3 (2) Javier Blas on Twitter: "NO BUYERS: Russian flagship Urals crude plunges to a fresh record large discount of **minus $22.7-a-barrel** to benchmark Dated Brent. Even at such a huge discount, oil trader Trafigura found no bidders | #OOTT #Ukraine https://t.co/vtg0MsjQji" / Twitter https://twitter.com/JavierBlas/status/1499443979183607809/photo/1 Australia Seeks to Fill the Coal Gap as Key Buyers Shun Russia - BNN Bloomberg | |||
| Civil Unrest From Europe to U.S. | Russia Chaos | 03 Mar 2022 | 00:14:31 | |
TOPICS AND TIMESTAMPS: Uncertainty 0:00 Current Chaos 0:44 Inflation Hesitation 5:32 Stocks Reaction 9:52 Some Russian bank customers have been cut off from Apple Pay and Google Pay - The Verge https://www.theverge.com/2022/2/26/22952191/russian-bank-customers-apple-pay-google-pay-financial-sanctions-ukraine 24YTO7IBBBNBJEU2ZCE7MIXQVY.png (937×704) https://cms.zerohedge.com/s3/files/inline-images/24YTO7IBBBNBJEU2ZCE7MIXQVY.png?itok=yk4UQssA Bitcoin sanctions could be next as DOJ unveils crypto crackdown plans https://www.cnbc.com/2022/03/02/bitcoin-sanctions-could-be-next-as-doj-unveils-crypto-crackdown-plans.html Europe Gas Rises 60% With Traders Backing Away From Russia Deals - Bloomberg https://www.bloomberg.com/news/articles/2022-03-02/european-gas-extends-rally-into-third-day-on-fears-over-supply#:~:text=European%20natural%20gas%20surged%20to,as%2060%25%2C%20before%20easing. 26948.jpeg (1200×1600) https://cdn.statcdn.com/Infographic/images/normal/26948.jpeg White House Quietly Calls On U.S. Oil Companies To Increase Production | OilPrice.com https://oilprice.com/Energy/Crude-Oil/White-House-Quietly-Calls-On-US-Oil-Companies-To-Increase-Production.html Economic dangers from Russia's invasion ripple across globe | AP News | |||
| Russia Defaults | Currency Rapidly Plunging | Major Unknown Disruptions | 02 Mar 2022 | 00:16:40 | |
TOPICS AND TIMESTAMPS: Spiral Down 0:00 Technical Default 0:49 Oil and Inflation 6:50 Chip Shortage Round 2 13:38 Russia Bans Coupon Payment to Foreigners on $29 Billion in Bonds - Bloomberg https://www.bloomberg.com/news/articles/2022-03-01/russia-bans-transfer-of-ruble-bond-coupon-payments-to-foreigners Russian Ruble Is Now Worth Less Than 1 U.S. Cent | Time https://time.com/6152156/russian-ruble-plunges/ Russia's War on Ukraine Could Triple Ocean Shipping Rates Say Experts https://www.businessinsider.com/russia-war-ukraine-could-triple-ocean-shipping-rates-experts-2022-3 World's largest container lines suspend shipping to Russia | Financial Post https://financialpost.com/pmn/business-pmn/worlds-largest-container-lines-suspend-shipping-to-russia Russia / Ukraine update | Maersk https://www.maersk.com/news/articles/2022/02/24/russia-ukraine-situation-update Ukraine’s ports to stay closed until Russian invasion ends – maritime administration | Reuters https://www.reuters.com/world/ukraines-ports-stay-closed-until-russian-invasion-ends-maritime-administration-2022-02-28/ U.S. oil price surges 11% to $106 a barrel, a 7-year high prompted by Russia's assault on Ukraine https://www.cnbc.com/2022/03/01/us-oil-jumps-to-7-year-high-above-101-a-barrel-as-russian-assault-prompts-supply-shortage-fears.html $10 toothpaste? U.S. household goods makers face blowback on price hikes | Reuters | |||
| Spiral Out of Control Right NOW! [Russia Ukraine] | 01 Mar 2022 | 00:13:58 | |
TOPICS AND TIMESTAMPS: It’s On 0:00 Bad To Worse 0:48 Contagion 7:40 Stocks Will Rise? 10:37 Russian stocks ETF falls 30% as crisis in Ukraine continues https://www.cnbc.com/2022/02/28/russian-stocks-etf-falls-25percent-as-crisis-in-ukraine-continues.html ‘The damage is done’: Russians face economic point of no return | Russia | The Guardian https://www.theguardian.com/world/2022/feb/28/the-damage-is-done-russians-face-economic-point-of-no-return Which U.S., European Companies Are Pulling Out of Russia After Ukraine Invasion? - Bloomberg https://www.bloomberg.com/news/features/2022-02-28/which-u-s-european-companies-are-pulling-out-of-russia-after-ukraine-invasion?srnd=premium-canada 2022-02-28_07-06-56.jpg (959×581) https://cms.zerohedge.com/s3/files/inline-images/2022-02-28_07-06-56.jpg?itok=9lmkhM0p Elina Ribakova 🇺🇦 on Twitter: "1/ The @bank_of_russia in funeral black today Emergency measures: - rate up to 20% - FX/inflation negative loop - limited ability to use reserves (no interventions today) - liquidity and credit support to banks - 80% obligatory conversion of export proceeds https://t.co/HHEUMpNkfz" / Twitter https://twitter.com/elinaribakova/status/1498287241923379201?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1498287831864782848%7Ctwgr%5E%7Ctwcon%5Es2_&ref_url=https%3A%2F%2Fwww.zerohedge.com%2Fmarkets%2Fus-bans-transactions-russian-central-bank-freezing-nearly-half-russias-630bn-reserves | |||
| THIS IS HUGE NEWS! - RUSSIA UKRAINE | 28 Feb 2022 | 00:13:11 | |
TOPICS AND TIMESTAMPS: Huge 0:00 Big Boost 0:45 Order Out Of Chaos 2:45 China 8:25 The Rule Of 55 9:50 Crude Oil Prices Today | OilPrice.com https://oilprice.com/ SWIFT Ban on Russia Means the Fed May Need to Ready Dollars https://ca.finance.yahoo.com/news/swift-ban-means-fed-may-174940811.html Currencies Roiled as Russia Sanctions Ripple in Global Markets - Bloomberg https://www.bloomberg.com/news/articles/2022-02-27/traders-brace-after-russia-sanctions-stepped-up-ratings-cut?srnd=premium&sref=ZMFHsM5Z (1) Nikos Chrysoloras on Twitter: "We seem to be tailspinning into chaos. I have covered crises before, but nothing comes even close: 1) BP decided to take a hit of as much as $25 billion, just to leave Russia immediately. https://t.co/p1szC1GRuj" / Twitter https://twitter.com/nchrysoloras/status/1498055618913001481 appendix 1_0.jpg (883×1149) https://cms.zerohedge.com/s3/files/inline-images/appendix%201_0.jpg?itok=zjUSdGf1 appendix 1_0.jpg (883×1149) https://cms.zerohedge.com/s3/files/inline-images/appendix%201_0.jpg?itok=zjUSdGf1 russia's foreign assets.jpg (748×608) https://cms.zerohedge.com/s3/files/inline-images/russia%27s%20foreign%20assets.jpg?itok=nKvtYBnM russian gas pipelines into europe goldman_0.jpg (1280×981) | |||
| What Comes After Ukraine | 27 Feb 2022 | 00:16:35 | |
TOPICS AND TIMESTAMPS: New World 0:00 Real Or Not? 0:54 Government Action 6:30 Stocks Will React 12:56 War in Ukraine: Updates for Feb. 26, 2022: Russia Attacks - Bloomberg https://www.bloomberg.com/news/articles/2022-02-26/russia-vetoes-un-resolution-as-china-abstains-ukraine-update?srnd=premium-canada War in Ukraine: Updates for Feb. 26, 2022: Russia Attacks - Bloomberg https://www.bloomberg.com/news/articles/2022-02-26/russia-vetoes-un-resolution-as-china-abstains-ukraine-update Charting the Global Economy: War Driving Inflation, Growth Risks - Bloomberg https://www.bloomberg.com/news/articles/2022-02-26/charting-the-global-economy-war-driving-inflation-growth-risks?srnd=premium-canada Exclusive: Italians, Russians Met Before War Over Business Deals - Bloomberg https://www.bloomberg.com/news/articles/2022-02-26/italy-sought-russian-deals-shortly-before-putin-invaded-ukraine 2022-02-25_07-59-35.jpg (1280×882) https://cms.zerohedge.com/s3/files/inline-images/2022-02-25_07-59-35.jpg?itok=YpN-BtCG Joint Statement on further restrictive economic measures https://ec.europa.eu/commission/presscorner/detail/en/statement_22_1423 (2) Javier Blas on Twitter: "BREAKING: EU, US, UK and Canada announce that "selected" Russian banks will be disconnected from the SWIFT banking system. The statement doesn't indicate names of banks, or whether this will stop oil and gas payments (my guess is payments will continue) #OOTT #ONGT #Ukraine https://t.co/IngAC9O8j3" / Twitter https://twitter.com/JavierBlas/status/1497700006647709700/photo/1 | |||
| Why We’re Now Fully In the Worst Crisis of Our Lifetime | 24 Jun 2022 | 00:14:59 | |
TOPICS AND TIMESTAMPS: This is Key 0:00 The Downturn 0:16 Economic Issues 5:57 Recession 9:24 Property Is the Crisis Risk to Watch as Stocks Enter Bear Market - Bloomberg https://www.bloomberg.com/opinion/articles/2022-06-21/property-is-the-crisis-risk-to-watch-as-stocks-enter-bear-market?cmpid%3D=socialflow-twitter-view&utm_source=twitter&utm_content=view&utm_campaign=socialflow-organic&utm_medium=social#xj4y7vzkg The world’s bubbliest housing markets are flashing warning signs , Real Estate - THE BUSINESS TIMES https://www.businesstimes.com.sg/real-estate/the-worlds-bubbliest-housing-markets-are-flashing-warning-signs Fed's Bowman wants 75 bps hike in July, 'at least' 50s after that, Government & Economy - THE BUSINESS TIMES https://www.businesstimes.com.sg/government-economy/feds-bowman-wants-75-bps-hike-in-july-at-least-50s-after-that Inflation Responses by Central Banks Have Destroyed Trust - Bloomberg https://www.bloomberg.com/news/articles/2022-06-23/inflation-responses-by-central-banks-have-destroyed-trust?srnd=premium-canada Mexico Delivers Record Rate Hike, Says More Increases Coming - Bloomberg https://www.bloomberg.com/news/articles/2022-06-23/banxico-delivers-record-rate-hike-with-inflation-at-21-year-high?srnd=premium-canada Hong Kong Benchmark Rate Quadruples in Month on USD Peg Defense - Bloomberg https://www.bloomberg.com/news/articles/2022-06-24/hong-kong-s-key-rate-quadruples-within-a-month-on-fx-peg-defense?srnd=premium-canada Germany to Trigger Phase Two of Three-Stage Emergency Gas Plan - Bloomberg https://www.bloomberg.com/news/articles/2022-06-23/germany-to-trigger-phase-two-of-three-stage-emergency-gas-plan#:~:text=Germany%20warned%20that%20Russia's%20moves,in%20triggering%20the%20financial%20crisis. Germany Looks at Potential Rationing of Natural Gas After Russia Cuts Supply - WSJ https://www.wsj.com/articles/germany-looks-at-rationing-natural-gas-after-russia-cuts-supply-11655978153 Predatory lenders are making money off of rising gas and food prices - CNN https://www.cnn.com/2022/06/23/business/money/payday-predatory-lending-inflation-gas/index.html Ken Griffin Moving Citadel From Chicago to Miami Following Crime Complaints - WSJ https://www.wsj.com/articles/ken-griffin-moving-citadel-from-chicago-to-miami-following-crime-complaints-11655994600 LayoffsTracker – Track all Tech & Startup layoffs globally https://layoffstracker.com/ | |||
| I Can’t Believe What China Did NOT Do | 26 Feb 2022 | 00:15:21 | |
TOPICS AND TIMESTAMPS: How 0:00 Inflation Escalation 1:24 China Factor 4:50 Big Details 11:45 Key inflation gauge hit 6.1% in January, highest since 1982 | AP News https://apnews.com/article/russia-ukraine-business-europe-prices-inflation-e44ad9b2088aa352015868a4f6b17785 2022-02-25_05-31-11.jpg (993×561) https://cms.zerohedge.com/s3/files/inline-images/2022-02-25_05-31-11.jpg?itok=FMNj7iOQ Geopolitical Risk Could Sideline The Fed - RIA https://realinvestmentadvice.com/geopolitical-risk-could-sideline-the-fed/ Los Angeles County gas prices continue to rise to record levels - ABC7 Los Angeles https://abc7.com/gas-prices-over-6-dollars/11599980/ Chinese State Banks Restrict Financing for Russian Commodities - Bloomberg https://www.bloomberg.com/news/articles/2022-02-25/chinese-state-banks-restrict-financing-for-russian-commodities Does China Support Russia? Xi Asks Putin to Negotiate With Ukraine in Phone Call - Bloomberg https://www.bloomberg.com/news/articles/2022-02-25/china-s-xi-urges-putin-to-negotiate-with-ukraine-in-phone-call Key Russian Oil Shipping Rate Triples After Ukraine Invasion - Bloomberg https://www.bloomberg.com/news/articles/2022-02-25/key-russian-oil-shipping-rate-triples-after-ukraine-invasion Lavrov, Putin Sanctions: EU Set to Freeze Personal Assets Over Ukraine - Bloomberg | |||
| Russia Ukraine FALLOUT - Who Will Benefit and Who Loses | 25 Feb 2022 | 00:13:44 | |
TOPICS AND TIMESTAMPS: EXPOSED 0:00 WHO STANDS TO GAIN? 0:48 GEOPOLITICAL AND FINANCIAL 5:43 KEEP AN EYE ON 11:35 Kiev 'to fall by the weekend' as troops encircle capital after taking Chernobyl despite EU sanctions | Daily Mail Online https://www.dailymail.co.uk/news/article-10549113/Kiev-fall-weekend-troops-encircle-capital-taking-Chernobyl-despite-EU-sanctions.html UPDATE 5-European finance reacts to Ukraine with cyber warnings, bond freezes https://ca.finance.yahoo.com/news/1-european-finance-reacts-ukraine-082755829.html exposure to russia 1.jpg (1035×565) https://cms.zerohedge.com/s3/files/inline-images/exposure%20to%20russia%201.jpg?itok=hFCjCycy exposures to russia.jpg (1092×433) https://cms.zerohedge.com/s3/files/inline-images/exposures%20to%20russia.jpg?itok=5jGTupk4 russia ukraine 2.jpg (1053×552) https://cms.zerohedge.com/s3/files/inline-images/russia%20ukraine%202.jpg?itok=pEPO9dEz loan exposure to russia.jpg (732×483) https://cms.zerohedge.com/s3/files/inline-images/loan%20exposure%20to%20russia.jpg?itok=z98gxeC1 ukraine-map-explainer-1.png (1200×1166) https://www.visualcapitalist.com/wp-content/uploads/2022/02/ukraine-map-explainer-1.png geopolitical risk.jpg (760×482) | |||
| Russia and Ukraine: It Has Begun. Fed To Drop Rates?! | 22 Feb 2022 | 00:09:23 | |
TOPICS AND TIMESTAMPS: Here we go 0:00 COMMODITIES 0:16 RUSSIA 0:40 OIL 2:08 CENTRAL BANKS 6:40 Crude Oil Prices Today | OilPrice.com https://oilprice.com/ Gold Price https://goldprice.org/ unnamed (2)_199.png (1280×849) https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%282%29_199.png?itok=rCMjxXtE unnamed (3)_194.png (1280×844) https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%283%29_194.png?itok=VIakoO5Z unnamed (4)_189.png (1280×841) https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%284%29_189.png?itok=T1ocnbbB geopol shocks.jpg (888×709) https://cms.zerohedge.com/s3/files/inline-images/geopol%20shocks.jpg?itok=Fqxeqjn5 Vitol CEO Sees Oil Above $100 for a ‘Prolonged Period’ This Year - Bloomberg https://www.bloomberg.com/news/articles/2022-02-20/vitol-ceo-sees-oil-above-100-for-a-prolonged-period-this-year?sref=6uww027M Frackers Push Into Once-Dead Shale Patches as Oil Nears $100 a Barrel - WSJ | |||