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SEASONAL ADJUSTMENTS. WHEN UP IS DOWN AND DOWN IS UP. The intriguing case of January U.S. retail sales and its effect on the markets.

I have corrected a mistake in the original. Nominal (unadjusted) retail sales fell by 20% not 25% between December and January.

TWO DAYS IN FEBRUARY THAT ROCKED THE US STOCK MARKETS.

STATEMENT ON UKRAINE. A GLOBAL ISSUE.

Shortly after I wrote this article, Biden, having spoken to European leaders issued a statement calling for US citizens to immediately vacate the Ukraine because war was imminent and that it could become global. Every time France and Germany de-escalate the US escalates because the Ukraine is part of their grand plan against China. And for the first time, the US markets took Biden at his word.

THIS WEEK IN THE MARKETS. WHEN GOOD NEWS IS BAD NEWS.

The coming 2 weeks are going to be a challenging for the markets. Next week the all important Consumer Price Index for January will be released. The following week the retail sales estimate for January will be released. If the CPI comes in as expected or higher this will be bad for the markets. And if this is followed by a weaker than expected retail number the markets will be under siege. If however the CPI number comes in better than expected, the fall out from the retail sales number will be less severe.

CHINA 2021 FULL YEAR REPORT.

STOCK MARKET REPORT – LAST WEEK OF JANUARY. ‘A WILD WEEK’.

CHANGES TO THE MASS of PROFITS AND ITS EFFECT ON THE RATE OF PROFIT

This is a quick explanation of the difference in the relative and absolute rate of profit which I said I would provide in the comments section on Michael Robert’s website regarding his recent posting of new and improved global rates of profit.

THE FRAUDULENT FED AND THE WEEK AHEAD.

IBM underscores the point made by this article that forward guidance is more important than Q4 profitability. When IBM announced profits which exceeded expectations its shares popped 6% only to collapse when it was realised that IBM had offered not forward guidance.

‘THE ECONOMICS OF MODERN IMPERIALISM’. A pioneering but flawed paper.

I would have preferred to provide the reader with a more detailed analysis but the world stock markets continue to beckon.

A FINANCIAL BUBBLE ‘TOO BIG TO FAIL’ IS BEING TESTED. THE US ECONOMY STUMBLES AT THE END OF 2021.

This article is based on important economic releases this week primarily data on Retail Sales and Industrial Production in the USA.