In this post we summarize the main results of our contribution to a recent e-book, "The Making of the European Monetary Union: 30 years since the...
China’s NBS Manufacturing and Non-Manufacturing PMIs for May have increased the risk of a deflationary spiral in China. A weaker Chinese yuan may be...
https://bondvigilantes.com/wp-content/uploads/2023/05/1-emerging-market-growth-1024x576.pngOne of the key motivations for investing in emerging markets...
June is a pivotal month. The US debt-ceiling political drama cast a pall over sentiment even if it did not prevent the dollar from rallying or the...
As we convene in remembrance on this Memorial Day, we pause to honor the extraordinary courage of the men and ... Read more
**************************** Personal Invitation ****************** Each year, at this time, I invite a handful of investors to join my exclusive Income...
Many people are wondering if the higher interest rates set by the Federal Reserve are slowing inflation. For nine months ... Read more
The Market Is Not The Economy: Germany Enters Recession With DAX At Record High The old mantra that 'the market is not the economy' has never...
That’s the title of a conference in Padova, September 21-22. Call for papers (deadline 5/31!). The COVID-19 pandemic and the 40-year high inflation...
https://bondvigilantes.com/wp-content/uploads/2023/05/1-deflation-tsunami-1-1024x576.pngInflation is one of the great economic debates and often leaves...
The USD/KRW exchange rate drifted upwards after the latest interest rate decision by the Bank of Korea (BoK). It jumped to a high of 1,327, the...
What Are The Markets Getting Wrong? Authored by Michael Maharrey via SchiffGold.com, We’ve talked about the recent selloff in gold. On...
Velocity And Money Supply - Inflation's Dance Partners Authored by Michael Lebowitz via RealInvestmentAdvice.com, Most people think the nation’s...
Most people think the nation's money supply is the sole cause of inflation. They fail to realize inflation has two equal dance partners. The money supply...
The Australian Bureau of Statistics (ABS) has recently reported on various leading indicators that contribute to the Reserve Bank of Australia’s (RBA)...
Investors neglected UK equities in recent years, as they barely trade above post-pandemic levels. In contrast, the US stock market rallied in response...
Last month, the Federal Reserve increased interest rates again, the ninth consecutive increase since the Fed began raising rates in ... Read more
Talk Is Cheap; What Will The Fed Actually Do? Authored by Michael Maharrey via SchiffGold.com, Gold had dropped by over $100 in the last...
Daily investment at the Federal Reserve’s Overnight Reverse Repo (ON RRP) facility increased from a few billion dollars in March 2021 to more than...
The bullish momentum behind Japanese stocks continues, as Nikkei 225 surged above 30k points. It rallied over 4k points in 2023 as investors were attracted...
We have been vocal that long-term Treasury bonds are an excellent investment at current yield levels. However, timing the purchase of bonds will prove...
The United Arab Emirates dirham (AED) was introduced in 1973. But since 1978, the dirham was officially pegged to the IMF’s special drawing rights, meaning...
Friday May 12 we had the annual Hoover monetary policy conference. Hoover twitter stream here. Conference webpage and schedule here. As before, the talks,...
We recently published a blog post I wrote entitled, ‘Why I think tech and small caps could rally this year’. In that post I explained the...
Key Events This Week: Retail Sales, Retail Earnings And Lots Of Fed Speakers After several busy weeks, and with some 90% of S&P companies...
Key Events This week: CPI, PPI And The All-Important SLOOS With the bulk of Q1 corporate earnings now in the history books - and coming in...
Interest rates play a crucial role in the economy because they affect consumers, businesses, and investors alike. They can have ... Read more
Overview: The US dollar is weaker against all the G10 currencies today but the Swiss franc. The backdrop seems fragile even though a few regional bank...
Oil Price Falls Worries are swirling that persistently high interest rates could be like a sledgehammer descending on the US ... Read more
What’s the latest thinking in fiscal and monetary policy? The Hutchins Roundup keeps you informed of the latest research, charts, and speeches. Want...