International Forecaster Weekly

So it seems that the deflationary cycle has come to an end...for the moment. But there is still life left in the US dollar bull market, and thus further commodity deflation is highly likely.

 This Peer-to-Peer economy that is rising up to replace the Industrial/Information economy is difficult to see in its totality, but is everywhere around us.

...now that this is becoming the fashionable new mini-stimulus for countries suffering in the doldrums of this deflationary cycle, it isn't quite so surprising as it once was. It's now almost predictable.

...what is at stake with every royal succession is not just the domestic politics of Saudi Arabia, but the course of geopolitics and, ultimately, the global economy.

...As is now standard practice in the “new normal” of the post-Lehman world, all eyes are now on Washington where the Fed is currently engaged in the first FOMC meeting of the year.

Whether or not Draghi was really planning to announce his stimulus program this week, the surprise Swiss franc decoupling of last week left him no choice.

... however the SNB fallout lands and whoever it lands on, it's not doing anything to help the bleak outlook for a world on the edge of deflation.

    What we know for sure at this point is that the fallout of this move is going to be massive, long-lasting, and global. Some traders are already predicting the collapse of financial institutions and smaller hedge funds.

There is a case to be made that the potential downside of this round of deflation is worse than catastrophic. There is an estimated $22 trillion worth of global commodities-based derivatives.

For all the hoopla, you might have thought this was going to be something historic. But in retrospect, all the swollen, self-important talk about the Eurasian Union seems horribly out of step with the reality of what has been birthed here.

...deflation remains the bugbear of the Japanese economy, even after the unprecedented easing in recent years by the Bank of Japan.

  Why is it that in contemplating the future our thoughts usually turn to disaster and calamity? Why are we seemingly incapable of imagining things going well for a change?

All of these revolutionary actions represent people interacting directly with each other in ways that cannot be interfered with, regulated or proscribed by the globalist institutions that are seeking to bring about their New World Order.

Sanity will likely return once the markets have had time to process the move, but the wild market volatility displayed this week shows just how unbalanced these markets have become and just how delicate the situation is.

This is, of course, the New Cold War narrative, and although a lot of the attention has been shifted onto Russia this year, China has for years been painted as the new Red menace for the 21st century.