Economy & Financial Markets – 1st Quarter 2019


CNBC TV | 24 January 2016


CNBC | 28 March 2019

Turkey crisis puts fears into emerging markets
Telegraph UK | 29 March 2019

These Chains Are Closing Tons More Stores in 2019
Money Wise | 28 March 2019

The number of retail stores closing this year just doubled to more than 4,000 — here’s the full list
Business Insider | 22 February 2019

Trucking Industry Expected to See Slower Growth in 2019
Transport Topics | 07 January 2019

Disaster Crapitalism and New Jersey’s “Rain Tax”
Giza Death Star | 26 March 2019

The Fed Guarantees No Recession for 10 Years, Permanent Uptrend for Stocks and Housing
Charles Hugh Smith | 31 March 2019

US Pension Funds Should Worry About Financing Rights Violations, Cyber Espionage
The Epoch Times | 31 March 2019

Steve Mnuchin endorses raising debt ceiling when Congress approves new spending
AP News | 29 March 2019

“Recap & Release” – Trump Unveils Plan To End Govt Control Of Fannie, Freddie
Zero Hedge | 27 March 2019

US government finances still deteriorating
Truth in Accounting | 28 March 2019

German Semiconductor Giant Slashes Revenue Growth Outlook By 50%
Zero Hedge | 27 March 2019

U.S. January Trade Gap Narrows as Imports From China Plummet
Bloomberg | 27 March 2019

ECB can delay rate hike again, mitigate negative rates if needed: Draghi
Reuters | 27 March 2019

ECB studying tiered deposit rate to alleviate banks’ plight: sources
Reuters | 27 March 2019

European Central Bank ready to act if trouble hits economy
Miami Herald | 27 March 2019

Draghi Sees Risks on Downside as ECB Analyzes Negative Rates
Bloomberg | 27 March 2019

China’s industrial profits shrink most since late 2011 as economy cools
Reuters | 26 March 2019

Buffett on the economy: ‘It looks like things have slowed down’
CNBC | 27 March 2019

Budget airline Wow Air collapses and cancels all flights, stranding passengers
The Verge | 28 March 2019

Breaking up is hard, especially for Kentucky’s pension systems
WLKY | 25 March 2019

Appeals Court tells San Diego to pay workers who don’t have pensions
San Diego Union Tribune | 25 March 2019

FHA Clamps Down on Risky Government-Backed Mortgages
WSJ | 25 March 2019

Venture capitalist spreading funding to Middle America
60 Minutes | 17 March 2019

Marty Feldstein Warns “The Debt Crisis Is Coming”
Zero Hedge | 23 March 2019

A tale of two cities and blocked pension reforms
Cal Pensions | 23 March 2019

Yield Curve Inverts For The First Time Since 2007: Recession Countdown Begins
Zero Hedge | 22 March 2019

EC Amends Regulation Related to Non-Centrally Cleared OTC Derivatives
Moody Analytics | 19 March 2019


Intelligence Squared Debates | 01 March 2019

US Budget Deficit Hits A Record $234 Billion As Interest On Debt Soars
Zero Hedge | 22 March 2019

Boeing Faces First Order Cancellation for 737 MAX Jets Since Crash
WSJ | 22 March 2019

How Fast Can CalPERS’s $360 Billion Grow?
Bloomberg | 21 March 2019

Unaccountable and Unaffordable 2018
ALEC | 20 March 2019

Private Pensions Participants Need Better Information When Offered Lump Sums That Replace Their Lifetime Benefits
GAO | January 2015

Reforming the Social Security WEP Exposes Weaknesses in State and Local Pensions
Urban Institute | 20 March 2019

Trump’s 2020 budget proposal seriously cuts the nation’s safety net
The Vox| 11 March 2019

Federal Reserve now expects no US interest rate hikes in 2019
Business Times | 21 March 2019

How Fast Can CalPERS’s $360 Billion Grow?
Bloomberg | 21 March 2019

How Amazon Will Dominate Wealth Management
Advisor Perspectives | 20 March 2019

Goldman Sachs’ Trading Bloodbath Looks to be Coming from JPMorgan and Citi
WSJ | 20 March 2019

Inside Trump’s Budget: 6 Things State and Local Governments Should Know
Governing | 20 March 2019

Google Fined $1.7 Billion in EU for Restricting Rivals’ Ads
WSJ | 20 March 2019

Disney Closes $71.3 Billion Deal for 21st Century Fox Assets
WSJ | 20 March 2019

FIS, Worldpay Slide Post-Deal as Wall Street Downgrades
Bloomberg | 19 March 2019

China’s Xi Jinping to visit Italy, France as Rome joins ‘Belt and Road’
Straits Times | 18 March 2019

Deutsche And Commerzbank Begin Formal Merger Talks: This Is What The Combined Bank Will Look Like
Zero Hedge | 17 March 2019

Are You Not Entertained?
Statistica | 18 March 2019

TPG Capital, Apollo sell remaining stake in Caesars
Las Vegas Review Journal | 12 March 2019

Announcing Strong Towns: The book—Strong Towns: A Bottom-Up Revolution to Rebuild American Prosperity —is available for pre-order
Strong Towns| 11 March 2019
Solari has not previewed this book at this time.

Does Your City Have Shiny New Toy Syndrome?
Strong Towns | 11 March 2019

The State Worker: What does the California Supreme Court pension ruling mean for you?
Sacramento Bee | 04 March 2019

Catherine Austin Fitts – World Choking On Debt – Buy Gold


Greg Hunter | 02 March 2019


Max Keiser | 05 March 2019

Amazon to close all of its 87 pop-up stores in the US beginning in April
CNBC | 07 March 2019


The Belt and Road Initiative Impact on Europe: An Italian Perspective
Wiley Online Library | 09 September 2017

U.S. Budget Deficit Widens 77 Percent
Yahoo News | 05 March 2019

Taking One Step at a Time: Moving Our Sovereign Bond ESG Research Forward
Brandywine Global | 00 March 2019

Navarro Stands The Gap
Conservative Tree House | 06 March 2019

Non-Glamorous Gains: The Pennsylvania Land Tax Experiment
Strong Towns | 06 March 2019

U.S. Credit Card Debt Closed 2018 at a Record $870 Billion
Bloomberg | 05 March 2019

U.S. Posts Record Annual Trade Deficit
WSJ | 06 March 2019

It Begins: China’s Largest Property Developer Will Sell All Homes At A 10% Discount
Zero Hedge | 05 March 2019

Where Unpaid Water Bills Can Mean Losing a Home
PEW | 04 March 2019

Chicagoans, Pensioners: Beware A Stock Market Shock
Zero Hedge | 02 March 2019

Opinion: Politicians suggest that public pension plans divest
Market Watch | 05 March 2019

The Drastic, Risky, Measures to Fix America’s Brokest Pension Systems
Governing | 01 March 2019

EU legislation protects expat employees
Accountancy Europe | 11 February 2019

Significant Reforms to State Retirement Systems
NASRA | December 2018

Why did Kentucky teachers call a sickout over the latest pension bill?
Courier Journal | 28 February 2019

Illinois Pensions 101: A Visual Guide to the State’s Biggest Financial Challenge
The Civic Federation | 27 February 2019

BIS statistics on international debt issuance
BIS | 2018

Best Buy to start selling $1,000 TVs for $2,169 — through new lease-to-own option
Bob Sullivan | 28 February 2019


Common Wealth Club | 22 February 2019

Government Probes Fidelity Over Obscure Mutual-Fund Fees
WSJ | 27 February 2019

Interview: Independent adviser warns ESG is ‘overwhelming’ Swiss funds
IPE | 26 February 2019

U.S. Appeals Court Rejects Justice Department Antitrust Challenge to AT&T-Time Warner Deal
WSJ | 26 February 2019

Presidential Hopefuls Declare War On The Rich: Should Your Clients Worry?
The Wealth Advisor | 25 February 2019

10 Countries With The Highest Natural Gas In The World
Hazar | 23 February 2019

Finally, data proves that worker financial anxiety is bad for employers, too
Bob Sullivan | 26 February 2019

Ethiopia and Djibouti sign deal to build gas pipeline
Reuters | 17 February 2019

Church Of England Calls For ‘Five Days Of Prayer’ To Stop ‘No Deal’ Brexit
Zero Hedge | 25 February 2019

Basel III
Wikipedia | 25 February 2019

Russia’s hunger for second eastern gas outlet grows
Petroleum Economist | 15 February 2019

The story of China’s economy as told through the world’s biggest building
The Economist | 23 February 2019

Berkshire Letter Highlights: Shocking $25BN Loss; Buffet Bashes “Deficit Doomsayers”, Emerges As Closet “Austrian”
Zero Hedge | 24 February 2019

Microsoft Workers Revolt Over $480 Million Defense Contract
Zero Hedge | 23 February 2019

The Approaching Winter: The Super-Cycle Has Turned
Daily Reckoning | 23 February 2019

The Approaching Winter: The Super-Cycle Has Turned
Daily Reckoning | 22 February 2019

Will Sound Money Bills Spark an Audit of the Fed?
John Birch Society | 11 February 2019

Trump Trade War Triggering $1.9 Billion Plunge In Farm Exports: USDA
Huff Post | 22 February 2019

The Fed’s Dramatic About-Face
Truthdig | 20 February 2018

Six Billion Reasons to Go After the Banks
Public Accountability | 20 February 2019

The most clever pirtatization scheme yet: Pritzger announcings transfering public assets to underfunded pension funds
Zero Hedge | 19 February 2019

UBS Ordered to Pay Record $5.1 Billion in French Tax Fraud Trial
Bloomberg | 20 February 2018

Brexit Accord Is Already Being Hammered Out, Spain Says
Bloomberg | 20 February 2018

Nike shares slide after Zion Williamson’s sneaker malfunction
Business Insider | 20 February 2018

Private Markets Come of Age
McKinsey | 21 February 2018

Klarman, Fink and Grantham and the Threat to American Capitalism
Advisor Perspectives | 18 February 2019

Illinois may tax private retirement funds to pay public worker pensions
Yahoo | 18 February 2018

Weekly Commentary: No Holds Barred
Credit Bubble Bulletin | 16 February 2019

The Pension Fund Problem Just Got Much Worse
Open Source Ecology | 13 January 2018

Russia’s Gazprombank freezes accounts of Venezuela’s PDVSA: source
Reuters | 16 February 2019

U.S. Student Debt in ‘Serious Delinquency’ Tops $166 Billion
Bloomberg Quint | 16 February 2019

UPDATE 1-Foreign selling of U.S. Treasuries in December hits record high -data
Reuters | 15 February 2019

Robert D. Steele said I said the Federal Reserve is bankrupt. I never said…
Twitter | 15 February 2019

33 AD: There’s Nothing New Under the Sun
Financial Sense | 13 February 2019

Texas Oil Industry Pays More Than $14 Billion In Taxes, Royalties Last Year
Hart Energy | 13 February 2019

Another wave of retail store closures coming. ‘No light at the end of the tunnel’
CNBC | 13 February 2019

National debt tops $22 trillion for the first time as experts warn of ripple effects
USA Today | 12 February 2019

Banks, the return of the “gold standard”: gold in the balance sheets becomes money
24 Ore | 25 February 2019

IMF sees no credit crunch in Oman, advises speedy fiscal reforms
Reuters It | 12 February 2019

China’s Belt and Road Initiative: Oman’s Duqm, a new port city for the Middle East?
Middle East Eye | 10 February 2019

Chase Bank Abruptly Bans Proud Boys Leader
Zero Hedge | 09 February 2019

More Than Half Of Homes In These Zip Codes Are “Seriously Underwater”
Zero Hedge | 09 February 2019

Norway’s sovereign fund pulls plug on ESG managers to cut costs
IPE| 08 February 2019

Confessions of a finance journalist: Most of what you hear is noise
The New Daily | 08 February 2019

“They’re Running Out Of Options” – Farm Bankruptcies Surge To 10-Year High As Trade War Bites
Zero Hedge | 07 February 2019

Regional lenders BB&T, SunTrust combine to scale up
Reuters | 07 February 2019

UK government seeks to open up illiquid assets to DC funds
IPE | 06 February 2019

This Is How Chinese Liquidity Injections Are Directly Affecting US Stocks
Zero Hedge | 06 February 2019

Kentucky: Health Departments, Rape Crisis Centers Seek To Extend Pension Relief
WFPL | 05 February 2019

Trump calls again on Congress to act on aging infrastructure needs
Reuters | 05 February 2019

Private equity eyes long-term with Latin American infrastructure buys
Reuters | 05 February 2019

WATCH: Kia Airs Pro-America ‘The Great Unknowns’ Commercial During Superbowl LIII
Big League Politics | 05 February 2019

Oops: Low Interest Rates a “Factor” in Slowdown of Economic & Productivity Growth: NBER
Wolf Street | 05 February 2019

Fed gives banks more stress test information, unveils 2019 scenarios (Jump in Unemployment)
Reuters | 05 February 2019

Assets of the 1,000 largest U.S. retirement plans hit $10 trillion
Yahoo | 05 February 2019

CalPERS is strong — but challenges remain
Capitol Weekly | 04 February 2019

Who’s Buying those Bonds?
Giza Death Star | 04 February 2019

Billboard Draws Attention to Galveston Police Pension Issue
US News | 03 February 2019

Public Retirement Plans Mortality Tables by Society of Actuaries
SOA | February 2019

Democrats Push Plan to Increase Social Security Benefits and Solvency
NY Times | 03 February 2019

How China Pressured MSCI to Add Its Market to Major Benchmark
Broadcast China | 03 February 2019

“I Have Never Experienced This Kind Of Immoral Behavior From A Bank In My Entire Life”: Goldman Slammed In Latest CDS Scandal
Zero Hedge | 03 February 2019

Treasury Bulletin…Nobody Buys US Treasury’s But “Other Investors(?)” & Mutual Funds
Econimica | 01 February January 2019

Chinese Accelerate Their Exodus From US Real Estate
Zero Hedge | 01 February 2019

Kate Dalley Radio at Minute 6: 0201 Dr Mark Skidmore Finds The Missing 23 Trillion In Budget What Happened Next
Kate Dalley Radio | 02 February January 2019

Nobody’s Buying US Treasuries Except “Other Investors” & Mutual Funds?
Zero Hedge | 01 February 2019

Public NTSE Tables: excerpts from the annual NACUBO endowment study series,National Association of College and University Business Officers
NACUBO | 31 January 2019

The Cost of Investing Is Going Down, So Why Are Market Data Fees Rising?
Real Clear Markets | 31 January 2019

Can Gavin Newsom Save CalPERS?
City Watch LA | 31 January 2019

Emerging assets post best month in years with late boost from Fed
CNBC | 31 January 2019

UNFI sues Goldman Sachs over Supervalu deal
Supermarket News | 31 January 2019

DoubleLine CEO Gundlach says Fed’s Powell is ‘caving to the stock market’
CNBC | 31 January 2019

UPDATE: Stocks close at best levels in nearly 2 months as Fed seen taking dovish stance
Morningstar | 31 January 2019

Fed holds rates, updates balance sheet policy after ‘extensive deliberations’
Yahoo | 30 January 2019

FOMC statement from January 29-30 meeting
Reuters | 30 January 2019

An expat’s guide to Swiss taxes
Expatica | 29 January 2019

Shares of Fannie, Freddie soar as Wall Street bets on GSE privatization
Housing Wire | 28 January 2019

Dropbox makes big move into eSignatures by acquiring HelloSign for $230 million
Housing Wire | 28 January 2019

Republicans and Democrats are taking early education more seriously
The Economist | 24 January 2019

Big Changes at Fannie/Freddie, Is Conservatorship Nearing an End?
Mortgage news Daily | 22 January 2019

The Real Game of Missing Money


Solari | 24 January 2018

Dr. Mark Skidmore – Deep State Cover-Up of Missing $21 Trillion Deeply Disturbing


Greg Hunter | 19 January 2019

FASAB Statement 56: Understanding New Government Financial Accounting Loopholes
Constitution Solari | January 2019

Catherine Austin Fitts – Federal Government Running Secret Open Bailout


Greg Hunter | 12 January 2019
and
The Missing Money: $21 Trillion dollars is missing from the US government. That is $65,000 for every person in America. That is as much as our entire national debt!
Missing Money Solari | 2018-2019
and
Subscribers: The Real Game of Missing Money: 2018 Annual WRAP UP
Hud Missing Money Solari | January 2019

Europe’s listed firms expect to glean $514 billion in revenue from China
Reuters | 29 January 2019

Investment in The Goldman Sachs Group, Inc. of Class Action Lawsuit and Upcoming Deadline – GS
Yahoo | 29 January 2019

Venezuela’s defaulted bonds gain luster on regime change hopes, says economist
Yahoo | 28 January 2019

The First DOD Audit Report: A Discussion with the Pentagon’s Comptroller
National Interest | 28 January 2019

Trouble In Paradise For U.S. Frackers
Zero Hedge | 28 January 2019

Fake News: Economics Edition
Steemit | 27 January 2019

Japan Data Scandal: Tokyo Admits 40% Of Its Economic Data Is “Fake News”
Zero Hedge | 27 January 2019

How About Improper Payments in the Military?
AIER | 25 January 2019

How $137 Billion Strangely Disappears
AIER | 22 January 2019

DAVOS And The ‘Magic Mountain’ Of Dividends
Forbes | 27 January 2019

Globalization in transition: The future of trade and value chains
McKinsey | 01 January 2019

Fed Officials Weigh Earlier-Than-Expected End to Bond Portfolio Runoff.
Next week’s meeting could yield more clues

WSJ Subscription | 25 January 2019

DAVOS-Nearly half WTO members agree to talks on new e-commerce rules
Reuters | 25 January 2019

Wall Street Is Making Global Macro Bets With This BlackRock ETF
Bloomberg | 25 January 2019

Luxembourg to set bar high for UK firms seeking post-Brexit relocation
Reuters | 24 January 2019

Most Plan Sponsors with De-Risking Goals Intend to Divest All of Their Company’s Pension Liabilities in the Future, MetLife Poll Finds
Market Watch | 24 January 2019

Asian shares edge up, ECB meeting in focus
Financial Express | 24 January 2019

“It’s Terrible Out There”: Lack Of Greater Shale Fools Leaves Private Equity In A Bidless Panic
Zero Hedge | 24 January 2019

Nissan CEO welcomes Renault’s appointment of Senard as chairman
Reuters | 24 January 2019

Turnaround to integration: Ghosn’s tenure at Renault, Nissan
Reuters | 24 January 2019

Japan central bank deploys indicator ‘heat map’ to track exports amid risks
Reuters | 24 January 2019

No Pay Stub? No Problem. Unconventional Mortgages Make a Comeback
Realtor | 23 January 2019

Bank of Japan lowers inflation forecasts again
Yahoo | 23 January 2019

China Resists U.S., EU Talks on Global Digital Trade Deal, Sources Say
Yahoo | 23 January 2019

Ken Griffin Pays $240 Million For America’s Most Expensive Home Ever Sold
Zero Hedge | 23 January 2019

Iran says Japan has started process of importing Iranian oil – IRNA
Reuters | 23 January 2019

Chilling Davos: A Bleak Warning on Global Division and Debt
NY Times | 22 January 2019

World economy growth to slow in 2019
The Telegraph | 22 January 2019

Oxfam briefing paper – January 2019: Public Good or Private Wealth: Our economy is broken, with hundreds of millions of people living in extreme poverty while huge rewards go to those at the very top
Oxfamilibarary | 21 January 2019

China’s Economic Growth Slows to 28-Year Low
Statista | 21 January 2019

World’s 26 richest people own as much as poorest 50%, says Oxfam
The Guardian | 20 January 2019

Should we really wait until age 70 to receive Social Security benefits?
Market Watch | 20 January 2019

Top Democrat Congressman Wants to Ban MAGA Hats
DC Chronicle | 20 January 2019

This Is The One Chart Every Trader Should Have “Taped To Their Screen”
Zero Hedge | 19 January 2019

Expansion of Pacific trade deal discussed at ministerial meeting in Tokyo
Japan Times | 19 January 2019

FOMC Meetings, Schedule, and Statement Summaries
The Balance | 19 January 2019

Germany and China plot to turn Frankfurt into EU finance powerhouse after Brexit
Express UK | 18 January 2019

Bill introduced for high-speed rail authority in Northwest
My Northwest | 18 January 2019

Black Southerners Are Bearing the Brunt of America’s Eviction Epidemic
Pew Trusts | 18 January 2019

Union membership at record low
Undernews | 18 January 2019

Gloomy forecast for Davos: crises aplenty, but few world leaders
Reuters | 17 January 2019

Student debt is depleting rural America
Axios | 17 January 2019

Thrillist | 17 February 2019

Your Money: The words and wisdom of Jack Bogle
Reuters | 17 January 2019

Macquarie raises $5 billion for North America infrastructure fund
Reuters | 17 January 2019

Fiserv buying First Data in $22 billion deal to create fintech giant
Housing Wire | 16 January 2019

For The First Time Ever, Wall Street Banks Top $100 Billion In Profit
Zero Hedge | 16 January 2019

John Bogle, Wall Street hero, showed us how fees could eat 80% of our retirement funds
Bob Sullivan | 16 January 2019

John Bogle, Vanguard founder and low-cost investing pioneer, dies at 89
Reuters | 16 January 2019

Q&A: What keeps Vanguard founder Jack Bogle ticking
Reuters | 06 October 2016

Central banks heading for exit:End of quantitative easing brings risk of flows snap-back
OMFIF | 16 January 2019

Japanese workforce projected to be 20% smaller by 2040
Japan Times | 15 January 2019

Chinese Investment in the US Drops Sharply
The Epoch Times | 14 January 2019

“Swimming In An Ocean Of Debt”: Gundlach Sounds The Alarm Over $122 Trillion In Unfunded Liabilities
Zero Hedge | 13 January 2019

The scenarios of the collapse by GS Economic
GS Economics | 11 January 2019

New home sales tank 19 percent to end 2018
CNBC | 11January 2019

Wall Street firms take aim at America’s stock-exchange oligopoly
The Economist | 10 January 2019

What can we expect in China in 2019?
McKinsey | January 2019

UPDATE 2-Ford Europe to slash thousands of jobs in turnaround plan
Reuters | 10 January 2019

Swiss National Bank Suffers $15 Billion Loss On 2018 Market Rout
Zero Hedge | 09 January 2019

“This Is A Completely Horrific Situation”: What “Bond King” Gundlach Expects Will Happen In 2019
Zero Hedge | 09 January 2019

Holding U.S. Treasuries? Beware! Uncle Sam Can’t Account For $21 Trillion!
Forbes | 09 January 2019

Video: Why KKR Is Cutting Its Leveraged Loan Exposure
Bloomberg | 09 January 2019
and
​Outlook for 2019: The Game Has Changed
KKR | January 2019
and
KKR Sounds Alarm On Leveraged Loans: Cuts Allocation To Zero
Zero Hedge | 09 January 2019

Webcast (Recorded) Hosted By:Jeffrey Gundlach Chief Executive Officer DoubleLine Capital
Outlook Webcast titled: “Just Markets 2019” Date: Tuesday, January 8, 2019

DoubleLine | 08 January 2019
Note charts in resources.

SoftBank scraps $16 billion WeWork investment in favor of smaller deal
Market Watch | 07 January 2019

U.S. Services Gauge Dips to Five-Month Low as Business Cools
Bloomberg | 07 January 2019

World Bank President Kim Unexpectedly Resigns
Zero Hedge | 07 January 2019

Starbucks Under Attack In China
Zero Hedge | 06 January 2019

Video: Mumbai—One of the most challenging projects in the world is being attempted beneath one of its most densely packed cities
WSJ | 06 January 2019

What the Explosion of the Dollar Store Says About the State of Our Cities
Strongtowns | 04 January 2019

Alabama pension fund now sole owner of local newspaper chain
Marietta Daily Journal | 04 January 2019

Who Owns the U.S. National Debt? The Biggest Owner Is You!
The Balance | 03 January 2019

China, Japan Reduced Its Holdings of U.S. Debt the Past Year
Yahoo | 02 January 2019

Zero-fee funds are making some investors even more nervous about 2019
Quartz | 26 December 2018

The Myth Of Diversification & The Risk Of “Psychological Leverage”
Real Investment Advice | 19 December 2018

China will likely speed up its Belt and Road projects amid US tensions: Citi
CNBC | 12 December 2018

Blackstone’s global real estate fund to close at $20bn in December
IP & E Real Assets | 29 November 2018

5 mortgages that require no down payment or a small one
Bankrate | 21 November 2018

Review: ‘The China Hustle’ Is The Most Important Film Of 2018
Forbes |30 March 2018

Central Bank Calendar 2019
Daily FX |2019

Go to: Economy & Financial Markets – 4th Quarter 2018