by Mish

This month’s spotlight is on Europe: target2, elections, and Turkey but with a mix of discussion regarding the US and Australia.

Mike “Mish” Shedlock

Mish Monthly Macro Video April 2017

Once a month I get together with Gordon Long for a videocast of the month’s hot news topics.

Monthly Macro Video: Mish With Gordon Long – Spotlight on the Fed, GDP Prospects

Once a month I get together with Gordon Long for a videocast of the month’s hot news topics.

Barry Ritholtz Asks “Why Has Inflation Remained Low for So Long?” Mish Asks “Is Inflation Low?”

Barry Ritholtz at the Big Picture Blog asks “Why Has Inflation Remained Low for So Long?”

Eve of the Vote: Mish Reader on Vacation Sends Video of Barcelona Counter Protest

Reder David is on vacation in on vacation Catalonia. He is now in Barcelona and will go fly fishing in the Pyrenees.

Long-Term Mortgage Delinquencies Seriously Under-Reported

Keith Jurow, a real estate analyst and author of the Capital Preservation Real Estate Report, pinged me a few days ago with his analysis that suggests long-term mortgage delinquencies are seriously under-reported.

Peak Season Shipping Roundup: Long Beach Port Traffic Down 7.7%

The Port of Long Beach Posts a 7.7% Drop in Container Volumes compared to July 2015.

Steen Jakobsen “Trump Increases Odds of US Recession”: 10 Key Points from Bloomberg Video

Steen Jakobsen, Saxo Bank’s chief investment officer, discusses his strategy for investing in global equities and the possibility of a U.S. recession with Bloomberg’s Guy Johnson and Matt Miller on “Bloomberg Markets”.

How Long Will German Businesses Put Up With Merkel’s Cherry-Picking Stance?

At every juncture, EU officials thought, and behaved, as if the UK was bluffing. The big irony is Merkel and the EU are bluffing, not the UK.

Max Keiser / Mish Video Right Before Volatility Hit

I was on the air with Max Keiser on Friday, February 2. The video is just out now as Stacy and Max were in Mexico.