1. 00:00 Introduction »
2. 00:18
Global Nominal GDP Contracted in 2015 »
3. 00:48
Deflationary Forces Push Breakeven Below 2% Beginning Early 2014 »
4. 01:22
China's Growth Slump A Major Drag On The Global Economy »
5. 01:48
Monetary Base Growth Suggests Fed Policy A Lot Tighter Than It Looks »
6. 02:33
As the Dollar Goes So Goes Commodities »
7. 09:39
The Broad Dollar Index Usually Does Not Diverge From the Majors Index for Long »
8. 13:24
EM Current Accounts Could Improve Sharply if Terms of Trade Stabilize »
9. 15:42
Appendix »
