1. 00:00 Introduction »
2. 05:32
The Last 8 Years Have Been Dominated by U.S. Household Deleveraging and a Corresponding Consolidation in Chinese Production »
3. 05:50
A Secular Change? The Beginning of the End of U.S. Household Deleveraging? »
4. 05:59
A Corresponding Secular Shift? The End of the Emerging and Developing Country Slump? »
5. 06:03
The Negative Impulse to Global Growth since 2014 is Especially Evident from the Trend in Emerging Market Private Consumption »
6. 06:10
The Money Multiplier is Forming a Large Base, a Possible Sign that Commercial Banks are Putting Their Cash Back to Work »
7. 06:55
Global Fiscal Policy Has Been Contractionary for the Last 5 Years »
8. 08:57
"Secular Stagnation" Has Unfolded in Three Waves »
9. 11:44
Reflationary Measures Lifting the Global Leading Indicator... »
10. 11:56
The Global PMI for Manufacturing Appears to be Stabilizing Above 50 »
11. 12:08
China's Produce Price Inflation Rate is Positive for the First Time Since Early 2012 »
12. 13:15
Appendix »
