The 2019 Tailwinds of Housing Describe the 2020 Headwinds of Economy
It’s all somewhat confusing, once acclimated to this new paradigm. The highest in years can still be nearer the lowest in history. Given that apparent contradiction, it seems as if only one of those perspectives [...]
Which Way Is Japan Really Leaning (Which Means For A Whole Lot More Than Japan)?
Last year’s landmine was a global affair. It wasn’t just US markets and the US economy which were so negatively impacted by it. Since it originated in the eurodollar system, the landmine (its effects) spread [...]
The Public Knows, But Doesn’t Quite Realize, Another Crash Is Not The Worst Case
Back at the end of April, the FOMC and its dozens of staff members gathered around to talk policy as those people always do every six weeks or so. The agenda was quite full, with [...]
Which Way Is Domestic Manufacturing Really Leaning?
The way the global economy shifted from globally synchronized growth to globally synchronized downturn was specific: dollar then trade then manufacturing and industry which then spread into other areas. If the economy is to avoid [...]
Listen To China: Managed Decline, Not ‘Stimulus’
So much of the growth scare scenario relies upon China’s willingness to end it. By count of conventional Economics, there cannot be a case where a country like China just sits back and lets the [...]
Everything Comes Down To Which Way The Dollar Is Leaning
Is the global economy on the mend as everyone at least here in America is now assuming? For anyone else to attempt to answer that question, they might first have to figure out what went [...]
Out Of The Onion Wars, Why Are There Only Losers?
Whereas China is embroiled in pig wars, its neighbor India is waging one against onions. African swine fever has decimated the former’s stock of hogs, leading to rapidly rising food prices at maybe the worst [...]
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