Covering The Intersection Of Geopolitics, Global Markets, & Economic Confidence | Follow @ArmstrongEcon for more

United States
Joined January 2010
France & the Demise of Macron - The meme going around is that Macron is pictured with a bottle of Russian vodka and blaming the riots on Putin. Macron has called President Donald Trump, among others, for using the situation in France for their own ends. zurl.co/n9dO8
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Eurozone vs Banking Crisis - Sovereign Debt Crisis itself first focused on the sovereign debt held as reserves. What I warned that the failure to CONSOLIDATE the debt meant that this was the vulnerability that one could take down the rest of the Eurozone. zurl.co/WoQdm
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Knowledge is Dangerous when it Threatens Control - I learned that history forgives what it is not allowed to remember thanks to censorship. I discovered that when I stumbled upon Herbert Hoover’s Memoirs. zurl.co/Bi1DS
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Poland’s Right to Defend Its Borders - What distinguishes Poland is that it still has political leaders willing to stand up publicly and demand secure borders, defend their national traditions, and preserve their culture rather than simply surrender every decision to Brussels. zurl.co/IwWAY
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DOES THIS LOOK LIKE A STUDENT PROTEST? - France is being torn apart by criminals who have discovered that a demonstration provides the perfect opportunity to loot businesses, burn public buildings, and terrorize entire communities. zurl.co/NkF7K
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2032 Can’t Come Fast Enough - The Democrats will destroy the economy as you see wild proposals from Elizabeth Warren and the Progressive led by AOC. They will so screw up the United States, that this is what will be needed to get to 2032. zurl.co/k2n1e
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Poland Refuses to Surrender Its Borders to Brussels - Poland has become one of the most outspoken defenders of national control over immigration within the European Union. zurl.co/Am5Kf
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The Housing Market Is Not Returning to 2020 - I have explained that the artificially low mortgage rates during the pandemic were an anomaly created by extraordinary monetary intervention. People became accustomed to borrowing at 2% or 3% and somehow concluded that this was normal. zurl.co/o11O9
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I believe the Neocons are closing in, and the last letter I sent got no reply. That has never happened before. They are trying to create a bubble around Trump. I do not see anyone in DC understanding that China and North Korea as well as Iran will join Russia against Europe. zurl.co/6YQKn
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Wholesale Inflation is a Problem - The Producer Price Index surged 1.3% in September alone, the largest monthly increase since March 2022, while wholesale prices are now rising at an annual rate of 6.3%. zurl.co/YPspc
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2026 was the major target for widespread civil unrest in Europe. This will not be the end of it. There will be a reprieve, but as I have warned. the migrant issue will put Europe a tremendous risk for the people they let in have no interest in assimilating. zurl.co/TXGVF
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UK Preparing for War As Soon As November - Look, I am warning our European readers: Brussels is desperate. They are scared to death of the AfD in Germany and of Marine Le Pen in France, who is at about 46% in the polls at this time for the April 2027 election. zurl.co/2nMCL
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COMMENTS FROM READERS & US Separation - We have a Panic Cycle in 2027 in the Senate for the Democrats. I suspect we will have a surprising midterm. Netanyahu has so screwed the United States all for his personal vendetta with Iran. zurl.co/08aOT
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Iran’s Oil Exports Have Collapsed to ZERO - Iran’s seaborne crude oil exports collapsed from a 14-day average of 230,000 barrels per day at the beginning of September to ZERO, remaining there into October. zurl.co/05pyY
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Prime Minister Mark Carney is already discussing increasing immigration again, and now India’s High Commissioner to Canada, Dinesh K. Patnaik, has suggested that Canada’s economic ambitions could require another 15 million workers over the next decade. zurl.co/fQ8R3
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The peak for the Republicans was 2025. That was the turning point and a Directional Change. Welcome to 2032. You may need to buy a bigger bed to hide under especially going into 2028/2029. zurl.co/nFxnc
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Zelensky – No Peace - The computer simply does NOT show peace ahead. You have the most conflicted heads of state across so many countries—and the EU itself—such that peace is just not in their self-interest. zurl.co/k24sk
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Russia vs. Ukraine – The Real Objective - Make no mistake, Zelensky will keep claiming Russia will attack any day to get more money, and he has been desperately trying to get NATO to invade Russia. zurl.co/xeoMl
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Inflation Is Rising on Top of Inflation - The September Consumer Price Index has come in at 3.7%, up from 3.4% in August, with prices rising another 0.6% in a single month. The Bureau of Labor Statistics reported the largest monthly increase in five months, driven primarily by energy. zurl.co/03Eg6
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Why Would Russia Want to Invade Europe? - This is all being driven by political posturing, because the EU is collapsing and they need an external enemy, and Russia is the best enemy money can buy. There is ZERO sound strategic calculation. zurl.co/38DFI
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