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The State Of World 'Macro' At A Glance

Tyler Durden's picture


As you shuffle from cocktail party to cocktail party and reminisce on holding NFLX all month and being short AAPL, perhaps the following 'simple' table should be tucked in your pocket. Since everyone is now a genius stock-picking market guru, sometimes seeing the forest for the trees in macro land is useful... note, red is bad...



Source: Barclays


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Fri, 02/01/2013 - 18:43 | Link to Comment 401-Kulak
401-Kulak's picture

It lools like the Germans did win the war.

Fri, 02/01/2013 - 18:48 | Link to Comment The Reich
The Reich's picture

Unfortunately not, as we hang in the Eurozone and pay their deficts.

Fri, 02/01/2013 - 19:03 | Link to Comment Enslavethechild...
EnslavethechildrenforBen's picture


Fri, 02/01/2013 - 21:51 | Link to Comment hooligan2009
hooligan2009's picture

remember we are in the "experimental" fed world where we are trying out "up is down, and down is up" for a while in the stock market, just to see if it makes any difference, er, socially.

Sat, 02/02/2013 - 08:34 | Link to Comment GetZeeGold
GetZeeGold's picture



They call it practicing medicine for a reason.


Sounds better than calling it a crap shoot.

Fri, 02/01/2013 - 18:55 | Link to Comment bank guy in Brussels
bank guy in Brussels's picture

Belgium is the richest of all on the chart in Net External Assets

It is quite a prosperous place in fact ... tho charmingly and quietly so, we like it that way


Fri, 02/01/2013 - 19:00 | Link to Comment Stackers
Stackers's picture

and the winner is Port.


the object of the game is to get the most red boxes right ?

Sat, 02/02/2013 - 11:27 | Link to Comment Pool Shark
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Fri, 02/01/2013 - 21:50 | Link to Comment hooligan2009
hooligan2009's picture

yep, no government at all for three years right? just getting the dregs from the ecb liquidity sloshing through the manneken pis? too bad the walloons and the flemish can't get close enough together to have a fight because there are too many fat and pig faced eurocrats swilling from the massive troughs! has belgium even got a democratcially elected government yet? its been, what, 5 years now since they had one?

Sat, 02/02/2013 - 05:50 | Link to Comment TPTB_r_TBTF
TPTB_r_TBTF's picture

5 years with no govt?

Is there a lesson we can learn from this?

Fri, 02/01/2013 - 19:36 | Link to Comment whatsinaname
whatsinaname's picture

The UK numbers look like they are way off ?

Fri, 02/01/2013 - 21:55 | Link to Comment hooligan2009
hooligan2009's picture

only that unfunded liabilities (£144bn in civil service pensions, for example) add another 10% to the gross and net debt to GDP numbers.

check this out for a really bearish view that makes barclays look like the spreadsheet jockeys they really are

Sat, 02/02/2013 - 06:51 | Link to Comment Go Tribe
Go Tribe's picture

And the Canadians.

Fri, 02/01/2013 - 18:46 | Link to Comment MrX
MrX's picture

I would buy stock in Marijuana.
see here:

Fri, 02/01/2013 - 18:51 | Link to Comment bobthehorse
bobthehorse's picture

I have no idea what that chart means.

I'm far too stupid to read it.

Sat, 02/02/2013 - 05:53 | Link to Comment TPTB_r_TBTF
TPTB_r_TBTF's picture

... and too stupid to use a fryer.

Fri, 02/01/2013 - 18:56 | Link to Comment knukles
knukles's picture

Who the fuck goes to "cocktail parties" anymore?

So quaint.
Like licking stamps.

Fri, 02/01/2013 - 19:16 | Link to Comment IridiumRebel
IridiumRebel's picture

Fancy a game of pinochle, ol' chap?

Fri, 02/01/2013 - 19:28 | Link to Comment kaiserhoff
kaiserhoff's picture

I remember pinochle.  Played quite a bit until we discovered you could still play uno while "three sheets to the wind."

aka -  pissed as a rat.

Fri, 02/01/2013 - 20:03 | Link to Comment Hangfire
Hangfire's picture

Jenga is my drinking game of choice, the booze calms my shakes just enough to create tall stacks, which these days is all anyone should be concentrating on.   

Fri, 02/01/2013 - 22:21 | Link to Comment hooligan2009
hooligan2009's picture

i am going to invent a new game called "vent"

it will consist of a zinc bath and glass bottles which you smash in, and here's the real doozy, a glass recycling machine that you put the broken glass make new bottles!

Fri, 02/01/2013 - 19:12 | Link to Comment Iam Yue2
Iam Yue2's picture

Wtf; Ireland's all red.

Reminds me of todays IMF report into the country, which concludes that "These findings suggest that Ireland is poised to return to its path of strong growth and low imbalances."

And then has the audacity to note:

"Second, the post-crisis environment of high household debt, high unemployment, and bank fragility presents challenges that do not feature in our analysis and merit to be researched further."

The Jaundiced eye......

Fri, 02/01/2013 - 21:40 | Link to Comment hooligan2009
hooligan2009's picture

they are already a penal colony of the banks...but then bank of america thinks they are so grubby, they are resiting to a less grubby!

Fri, 02/01/2013 - 19:20 | Link to Comment IridiumRebel
IridiumRebel's picture

Blood flows red on the balance sheet.

Fri, 02/01/2013 - 19:25 | Link to Comment SmittyinLA
SmittyinLA's picture

Oh "Macro" I thought you were talking about the Cuban anchor baby kid Marco

Fri, 02/01/2013 - 19:57 | Link to Comment tempo
tempo's picture

If zirp works so damn well, lets go all out and double the annual deficit and have the FED balance sheet double again in 3 years. Is there a point where wage inflation kicks in? Maybe with 7 billion people, there will be only the rich/connected and the poor waiting for their food stamps, watching TV, doing drugs. But the fall out will be seen in decaying society. Will the number of babies being born out of wedlock reach 90%? Will the number of black young men in prison or killed in ramdon acts of violence reach 90%? Are these things connected?

Fri, 02/01/2013 - 22:21 | Link to Comment hooligan2009
hooligan2009's picture

you got it!! no need to work hard to earn dollars ..or pay taxes to buy missiles and pay benefits...the fed just has to print it!

Fri, 02/01/2013 - 19:59 | Link to Comment ersatzteil
ersatzteil's picture

All that red and yellow is hard on the eyes. Can Tyler re-post using shades of Krugman's beard, and title the chart 50 Baziliion-Quadrillion-Infinty Shades of Grey?

Fri, 02/01/2013 - 20:05 | Link to Comment lakecity55
lakecity55's picture

Hey! We're equal to Greece! We have 2 yellow blocks, and so do they!

Wow! Cool!


Fri, 02/01/2013 - 20:20 | Link to Comment euflated
euflated's picture

US gross government debt 113% in 2017 ? Yeah right.

It's already 103% (according to the table even 113%), and they're running yearly deficits of 10%, so 103% plus 10% times 5 years = more like 153%.

Fri, 02/01/2013 - 21:37 | Link to Comment hooligan2009
hooligan2009's picture

the 51st poodle state (UK) is going to suffer an attack of the clones as well

Sat, 02/02/2013 - 00:28 | Link to Comment W74
W74's picture

Or just an attack by Pakis and Somalis.  KEEP IMPORTING.

Sat, 02/02/2013 - 03:22 | Link to Comment dunce
dunce's picture

It might be worse if you consider compounding.

Fri, 02/01/2013 - 21:08 | Link to Comment Taint Boil
Taint Boil's picture



Well at least Germany has one red square (actually it isn't a square it is a rectangle but I'm not going to back space [oops, backspace is one word] and change it - deal with it). Red is the bad one ... right?

Fri, 02/01/2013 - 21:22 | Link to Comment LoneuhRanger
LoneuhRanger's picture

Jesus, it looks like Canada is where the meteorite will strike.

Us or Germany...

Sat, 02/02/2013 - 07:48 | Link to Comment Taint Boil
Taint Boil's picture



LOL, maybe I’m the only one who got it.

The MSM is ripe with “news” about new planets, space mining, and too close for comfort meteors zipping past earth. The sheeple are being conditioned for the great culling of the herd. 

Fri, 02/01/2013 - 23:27 | Link to Comment Mister Minsk
Mister Minsk's picture

I see a lot of blood everywhere...

Sat, 02/02/2013 - 04:56 | Link to Comment laosuwan
laosuwan's picture

state of the world? where is india, china, indonesia, russia?  that's only 80% of the world

Sat, 02/02/2013 - 05:48 | Link to Comment From Germany Wi...
From Germany With Love's picture

I take from that that everything is okay here, except we should stop using condoms and start having more sex.

Sat, 02/02/2013 - 13:16 | Link to Comment The big unzip
The big unzip's picture

I'll take $500 on USA red 113.

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