1

Alternative Visions – 3 Strategic Trends: Trump-China Trade War Escalates; Global Debt Accelerates; Trump Tax Cuts Dissipate – 07.13.8

Dr Rasmus explains the relationship between trade wars, past and present, and neoliberal tax cutting and war spending policies: Trump 2018, Reagan 1985, Nixon 1971-73. What’s next after $34 billion in US tariffs on China this past week? Relative strengths and weaknesses of US and China in the pending trade war and potential tactics.  Rasmus reaffirms his prediction Trump is …

1

Alternative Visions – Which Way Mexico After Lopez-Obrador Election? – 07.06.18

Dr. Rasmus interviews Alan Benjamin, long time participant in Mexican and US labor politics, on the recent election of Andres Manuel Lopez-Obrador (aka AMLO) this past week. Benjamin provides an analysis of the election, and why AMLO won the election this time after having past elections he likely won in 2012 and 2006 stolen. Benjamin explains AMLO’s program evolution over …

1

Alternative Visions – US and Europe Central Banks At the Crossroads – 06.15.18

The past week’s momentous decisions by the US (Fed) and European Central Bank on interest rates is discussed. How last week’s Fed rate hike, and announcement of 4-5 more hikes to come in 2018-19, will destabilize Europe’s economy as well as Emerging Market economies. Discussion of new reports released this past week on precariate jobs in the US, US multinational …

1

Alternative Visions – US Labor Department Report on ‘Precarious’ Work + Swiss Vollgeld Vote – 06.08.18

Dr. Rasmus critiques in detail the US Labor Dept., Bureau of Labor Statistics, just released report on Contingent-Alternative Jobs, or what’s called the ‘precariate’ workforce. How the BLS under-estimates and lowballs the number and growth rate of precarious work in the US today. How narrow definitions, exclusions of groups of workers, and BLS survey methodology makes it appear the rise …

Alternative Visions – US Trade War…Not Yet! + Italian Debt Crisis – 06.01.18

Dr. Rasmus on Trump’s lifting exemptions on US tariffs on NAFTA-Europe steel & aluminum. The oft-ignored role of US domestic politics in Trump trade actions. Trump negotiating strategy and tactics. Why there’ll be no trade war with Mexico-Canada or Europe, but may yet be with China. NAFTA and Europe partners’ tepid responses to Trump announcement (Mexico $4b, Canada $16b, Europe …

1

Alternative Visions – $2 Trillion in Stock Buybacks-Dividends-M&A for 2018 + Supreme Court’s ‘Epic Systems’ Decision – 05.25.18

Dr. Rasmus provides the latest, 1st quarter 2018, updates on accelerating S&P 500 US corporate stock buybacks, dividend payouts, and spending on corporate mergers and acquisitions. Latest data show $178b in buybacks and $113b in dividends and $840b in M&A spending estimates for 2018—i.e. a combined $2.01 trillion for just the S&P 500 largest corporations for the coming year alone. 2nd quarter estimates of …

1

Alternative Visions – South American Economies About to Implode; Japan’s recession & Europe’s Stagnation – 05.18.18

Dr. Rasmus looks at the effects of steadily rising US interest rates, and the US dollar, on key South American economies—Argentina, Brazil, Venezuela—as well as other important emerging market economies like Turkey. How policies of business elites governing Argentina and Brazil wrecking their economies are about to worsen further, due to US monetary and Dollar policies. Argentina and Brazil currencies …

1

Alternative Visions – Argentina & the 2018 Crisis in Emerging Market Economies – 05.11.18

Download this episode (right click and save) The show leads with updates on latest evidence of stock buybacks in the US, which will exceed $800b in 2018, with another $500b in dividend payouts. Discussion then follows on the growing share of junk and near junk (triple BBB rated) US corporate bonds issued in the US. How BBB bonds may play …