Juggling Dynamite

Worthwhile, far-reaching discussion.

Ted Oakley, Managing Partner, Oxbow Advisors with Danielle DiMartino Booth, Quill IntelligenceHere is a direct video link.

Danielle was a guest with Jim Goddard on Talk Digital Network, discussing recent developments in the world economy and markets.  You can listen to an audio clip of the segment here.
This chart gives some perspective on the U.S. durable goods contraction so far…
And U.S. fiscal drag now in motion…

This is an illuminating discussion on why debt saturation is undermining economic growth and the policy efforts to sustain inflation and levitate financial markets.

Dr. Lacy Hunt, an expert on monetary policy and econometrics, is warning that over indebtedness is the biggest risk to the economy which will lead to disinflation and possibly deflation. Here is a direct video link.