1. 00:00 Introduction »
2. 01:04
Global PMI down since February, Trade Particularly Weak »
3. 02:00
Growth Divergence in the Anchor Economies »
4. 02:57
China Government to Blame for China's Domestic Slump »
5. 03:06
U.S. Driving Rates up in DM, China Driving Rates Down in EM »
6. 04:54
Rare for Fed to Raise Rates with CRB Falling »
7. 06:02
Growth Divergence Resolved with U.S. Weaker in 2016 »
8. 07:15
Rising Bond Yields Tend to Slow Expansions with a Lag »
9. 07:28
Higher Energy Prices Act to Slow Activity as Well »
10. 07:33
Stronger Dollar Weaker Global the Norm »
11. 08:23
Some Important Sectors of U.S. Economy Look Soft »
12. 08:45
U.S. Goods Price Inflation to Fall Based on Dollar Rally »
13. 09:29
Final Thoughts »
14. 15:27
Appendix 1 - Important Disclosure Information »
