The Money GPS

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/

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

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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

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https://realinvestmentadvice.com/wp-content/uploads/2022/02/Margin-Debt-As-Pct-Of-DPI.png

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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

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https://cms.zerohedge.com/s3/files/inline-images/weekly%20movement.jpg?itok=7tzE_EZy

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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

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

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https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%287%29_182.png?itok=BWvUWfCt

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https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%281%29_230.png?itok=vvpAETs8

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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

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

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https://cms.zerohedge.com/s3/files/inline-images/2022-03-10_05-32-47.jpg?itok=f5verKa3

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https://cms.zerohedge.com/s3/files/inline-images/2022-03-10_05-35-52.jpg?itok=tnP6_RVM

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https://cms.zerohedge.com/s3/files/inline-images/2022-03-10_05-35-52.jpg?itok=tnP6_RVM

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https://cms.zerohedge.com/s3/files/inline-images/2022-03-10_05-39-06.jpg?itok=zhIlyg7W

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https://cms.zerohedge.com/s3/files/inline-images/2022-03-10%20%283%29.png?itok=cLrpX9-E

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

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

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https://cms.zerohedge.com/s3/files/inline-images/2s10s%20flat_1.jpg?itok=6OOii9Qp

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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

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.

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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

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