Mid-term elections and a “Fed Pivot” on the horizon
October 2022
Republicans could control both the House and Senate following upcoming Midterm elections in the US. What impact would this have...
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Peace by Christmas?
September 2022
Happy New Year and Merry Christmas background with earth and peace word “Russia’s attack on Ukraine has faltered. The looming...
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“German irrationality” is Europe’s Achilles’ heel
August 2022
“Germany’s policy to prioritise “trade” over everything else, has come back to bite hard, as Europe faces its winter of...
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Germany’s post-WWII policy of “Change through trade” has had its day
July 2022
Europe has a tough winter ahead, but it seems the energy problem may start early. The Nord Stream pipeline gas...
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Were the 1970s really that bad?
May 2022
Lost in the turmoil of the 1970s, is the fact it was a decade full of breakthroughs in electronic, data-processing...
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Markets Bet on Sharpest Pace of Fed Tightening Since 1988
April 2022
A man climbs a tall read ladder leading to higher interest rates. The bond market sell-off is overdone. Given the...
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Japanese Yen loses more value than Russian Ruble during March
March 2022
Yen Flying in City “The S&P 500 has risen +10% since the US Federal Reserve raised interest rates. It’s almost...
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Russia’s desire for a “buffer zone” could start a new Cold War
February 2022
President Vladimir Putin’s actions make more hard-hitting economic sanctions against Russia inevitable. If Ukraine falls, will Putin move into Eastern...
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Boomerang equity markets as the US Fed signals interest rate lift-off in March
January 2022
At his press conference this week Fed Chair Jerome Powell noted that the inflation situation had gotten worse and the...
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What would Hans Gruber and Ophelia make of current bond yields?
December 2021
What’s bond yields got to do with Die Hard, Trading Places ? read in. The disinflationary impact of the two...
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Coal comfort
October 2021
It took two centuries before coal overtook wood as the world’s top energy resource and it took oil a century...
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The AUKUS ruckus
September 2021
The AUKUS defence is a disaster for France and it has reduced the EU to the status of a paper...
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“Captain America” – homeward bound
August 2021
The US has played the role of global cop, answering 911 calls. Captain America is homeward bound. Sometimes getting out...
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The case for Inflation has weakened but be happy the risk of deflation is off the table
July 2021
“The difficulty lies, not in the new ideas, but in escaping from the old ones.” John Maynard Keynes Summary Despite...
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A high inflation print in April, but will the sequels disappoint?
May 2021
“Inflation is not all bad. After all, it has allowed every American to live in a more expensive neighbourhood without...
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Inflation will return, the question is when
April 2021
“In a world organized in accordance with Keynes’ specifications, there would be a constant race between the printing press and...
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Can the United States wean itself off stimulus?
March 2021
“It’s not whether you’re right or wrong that’s important, it’s how much money you make when you’re right and how...
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Herd immunity and rising bond yields
February 2021
“The desire to perform all the time is usually a barrier to performing over time.” Robert Olstein Summary Around this...
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Are the second Roaring ‘20s on their way?
January 2021
“Complacency often afflicts precisely those who have been the most successful.” Andrew Grove Summary Covid-19 vaccination programs are accelerating globally...
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V for Vaccine and a V-shaped recovery
December 2020
“Far more money has been lost by investors preparing for stock market corrections, than from the corrections themselves.” -Peter Lynch...
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