Australia's Yield Curve Control Is On The Verge Of Collapse Three weeks after Australia's central bank announced on Feb 1 an extension to its QE program...
Protecting jobs that will be lost anyway is money that could be spent on building the green economy.
Is Hyperinflation In The Horizon? Authored by Tuomas Malinen via GnSEconomics.com, From time-to-time historically, national authorities have resorted to financing by their central bank to cover...
David Rosenberg: "We're Getting Closer To A Breaking Point" Submitted by Christoph Gisiger of TheMarket.Ch David Rosenberg, Chief Economist & Strategist of Rosenberg Research, worries that...
The New Zealand dollar has posted small gains in the Tuesday session. Currently, NZD/USD is trading at 0.7313, down 0.22% on the day. Retail Sales slide...
Global stocks, US equity futures and cryptocurrencies all tumbled on Tuesday as the recent surge in inflation, bond yields and commodity prices continued to hammer technology...
The New Zealand dollar has kicked off the trading week with considerable gains. Currently, NZD/USD is trading at 0.7328, up o.46% on the day. New Zealand...
The three major market shocks of the last 20 years – the late nineties’ tech bubble, the Global Financial Crisis (GFC) and the coronavirus pandemic –...
The US Dollar falls on Friday The US dollar dipped initially in Asia today, notably against the commodity currencies, but has since regained most of those...
Futures Rebound From Overnight Lows As Bond Rout Slows US equity futures rebounded from an overnight selloff which dragged Asian and European stocks lower, and which...
In the US, reflation on the back of fiscal stimulus and the exit from lockdowns should lead to modestly higher inflation expectations and nominal bond yields....
Futures Rise For 8th Day In A Row, Hit All Time High Ahead Of CPI, Powell Global shares continued their euphoric ways, rising for the eighth...
Investing in private debt and real assets can offer investors benefits such as attractive risk-adjusted return potential and real diversification, setting these “alternative” markets apart from...
After the first three weeks of January, the MSCI AC World index in US dollar terms had posted gains of 3.6%. In the last week, global...
Monetary Policy Is Pushing Americans, Kicking And Screaming, Up The Risk Curve Authored by Peter Earle via The American Institute for Economic Research, The last few...
Technocrats Everywhere: Central Bankers As Political Saviors Authored by Robert Aro via The Mises Institute, The word “technocrat” is seldom used by the liberty crowd. It...
SVN Capital commentary for the month of February 2021, titled, “Is the Stock Market Overvalued?” Q4 2020 hedge fund letters, conferences and more My septuagenarian uncle...
Mario Draghi is back to save Italy by now running it. Like Janet Yellen resurfacing at the US Treasury, these people are thought of in the...
Futures Surge Above 3,800 As Short Squeeze Fizzles; Attention Turns To Stimulus US equity futures have continued their Monday rally, rising above 3,800 as the collapse...
In his latest strategy note, Alastair George, the Chief Investment Strategist for international investment research and consultancy firm Edison Group, gives his outlook on global equity...
The Mystery Of The Stagnated Productivity Growth Authored by Tuomas Malinen via GnSEconomics.com, In late 2017 we reported, as probably the first macroanalytic firm in the world to...
Keynesians Going All-In Authored by Alasdair Macleod via GoldMoney.com, Mainstream economists are celebrating Joe Biden’s election as US President. For Keynesians, the outlook is for a...
Exit The Bond Vigilantes, Enter The Crypto Vigilantes Authored by Peter Earle via The American Institute for Economic Research, Alongside expansionary monetary policy, government efforts to...
JPMorgan Tries To Slam Bitcoin Again, Fails Spectacularly In its third attempt to talk down bitcoin in the past two months (see here for attempt #1,...
Recent news about the COVID-19 pandemic has been worrying, with more contagious strains of the virus spreading internationally, rising contamination rates, and healthcare systems on the...
China Reports Stronger Than Expected GDP, Is Only Major Economy To Grow In 2020 China, which a little over a year ago unleashed a global pandemic...
The Perfidious Effects Of Money Printing Via SchiffGold.com, There were a number of inauspicious records set in 2020 and the impacts will continue to reverberate through the economy...
This is a talk I gave for IGIER at Bocconi (zoom, sadly) Jan 11 2021. Olivier Blanchard also gave a talk and a good discussion followed....
Vltava Fund’s letter to shareholders for the fourth quarter ended December 2020,discussing the three types of inflation being: monetary inflation, asset price inflation, and consumer price...
Stocks Grind Higher As Focus Turns From Capitol Chaos To Coming Stimulus Bonds erased early losses and stocks give back opening gains, drifting back within Wednesday’s...