From pandemic stimulus to China relations, it will soon become clear that there is a new broom in town.
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....
"A Huge Reversal" - Louis Gave Warns "Inflation Will Come Back With A Vengeance" Authored by Mark Dittli via TheMarket.ch, Louis-Vincent Gave, CEO and co-founder of...
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...
World's Top Economies Brace For $13 Trillion Debt Maturity Vortex To kick off the New Year, the world's largest economies face a massive global debt overhang...
Why The 2020s Won't Be Like The Roaring '20s Authored by Brendan Brown via The Mises Institute, Reincarnation of the Roaring Twenties - one century on...
Ron Paul: The 'Great Reset' Is About Expanding Government Power And Suppressing Liberty Authored by Ron Paul via The Ron Paul Institute for Peace & Prosperity,...
Readers can relax; this is not another flying story. I am referring to the technical reversal pattern, which in the case of asset classes overnight, refers...
This Time Is Not Different. More Debt, Less Growth Authored by Daniel Lacalle, I remember that in 2009 three messages were constantly repeated: “In this crisis...
Futures Hit New Record High After House Approves $2,000 Stimulus Checks US index futures and global stocks rose for a fourth straight day, hitting new all...
The 10 Most Important Changes Of The Past Year Authored by Louis-Vincent Gave via Evergreen Gavekal blog, "Time changes everything except something within us which is...
Investors AlleyThe Fed Doesn’t Have A Problem With Fake Money – America Does! I chuckled when I read the Wall Street On Parade (WSOP) article, “Congresswoman...
Emerging Market Vulnerability Heatmap By Wouter van Eijkelenburg of Rabobank Summary We have updated our emerging markets heatmap which provides a comprehensive overview of the relative...
Can We All Turn Japanese? Submitted by Tuomas Malinen of GnS Economics Now that the first serious mutation of the Coronavirus has apparently emerged, many are...
In Historic Reversal, China's Credit Impulse Just Peaked: What This Means For Global Markets Back in June 2017, we wrote that if one had to follow...
If the past year was dominated by the huge human costs of COVID-19, the next few years will be about its economic aftermath, including the alarming...
The long-awaited USD900 billion follow-on stimulus package overshadowed by fears over new Kent viral strain gripping Europe
Hamilton Beats MMT Tyler Durden Thu, 12/17/2020 - 22:00 Authored by Todd Buchholz via Project Syndicate, Ultra-low interest rates have fueled growing support for Modern Monetary...
In November, money supply growth rate was essentially unchanged from October and remains near September's all-time high. The stabilization we find in money-supply growth in recent months comes...
Another Paradox: Consumer Spending Expectations Surge, Despite Dismal Income, Earnings Tyler Durden Mon, 12/14/2020 - 19:20 Call it the latest economic paradox. Despite widespread stories of...
It's that time of year when Wall Street analysts started trotting out the predictions for earnings growth and stock market targets for the coming year. Unfortunately,...
Prospects For The UK & The Pound Tyler Durden Sun, 12/13/2020 - 07:00 Authored by Alasdair Macleod via GoldMoney.com, This article assesses the likelihood of the...
2020 Is Ending With 93% Of Global Economies Contracting... And With Markets At All Time Highs Tyler Durden Sat, 12/12/2020 - 21:00 As BofA's European credit...
Earnings Growth Will Disappoint In 2021 Tyler Durden Sat, 12/12/2020 - 11:25 Authored by Lance Roberts via RealInvestmentAdvice.com, It’s that time of year when Wall Street...
Peter Schiff: The Bond Market Is Broken Tyler Durden Wed, 12/09/2020 - 13:08 Via SchiffGold.com, A lot of pundits and analysts insist inflation isn’t a problem because the...
Global debt is expected to soar to a record $277 trillion by the end of the year, according to the Institute of International Finance. Developed markets’...
Recently, Ed Yardeni discussed his view of why another "Roaring 20's" may lie ahead. However, while I certainly can appreciate his always "bullish optimism," there is...
Europe is center stage in the week ahead. It is not as if there are not other important events or economic data due out. After all,...
In our outlook, we seek to help investors navigate the next phases of the pandemic, its legacy, and the ensuing economic recovery. We also consider how...
In October, money supply growth fell slightly from September's all-time high, although growth still remains at levels that would have been considered outlandish just eight months ago. October's...