India hikes US tariffs after losing preferential trade Access Spat casts shadow over security relationship designed to counter Chinese inf...
Q1 2019 Z.1 "FLOW OF FUNDS" / CREDIT BUBBLE BULLETIN
Q1 2019 Z.1 "Flow of Funds" Doug Nolan Total Non-Financial Debt (NFD) expanded (nominal) $721 billion (strongest growth s...
HOW THE LONG DEBT CYCLE MIGHT END / THE FINANCIAL TIMES OP EDITORIAL
How the long debt cycle might end Some fear the fire of inflation; others the ice of deflation Martin Wolf Some say the world will ...
THE GROWING RISK OF A 2020 RECESSION AND CRISIS / PROJECT SYNDICATE
The Growing Risk of a 2020 Recession and Crisis Across the advanced economies, monetary and fiscal policymakers lack the tools needed to r...
PEOPLE VS. POWER: THE RULE OF LAW IN HONG KONG / THE ECONOMIST
People v power The rule of law in Hong Kong Huge demonstrations have rattled the territory’s government—and the leadership in Beijing ...
RISKY BORROWING IS MAKING A COMEBACK, BUT BANKS ARE ON THE SIDELINE / THE NEW YORK TIMES
Risky Borrowing Is Making a Comeback, but Banks Are on the Sideline New and untested players, some backed by Wall Street, have helped borr...
8 REASONS A HUGE GOLD MANIA IS ABOUT O BEGIN / CASEY RESEARCH INTERNATIONAL MAN
8 Reasons a Huge Gold Mania Is About to Begin by Nick Giambruno An epic gold bull market is on the menu for 2019. I'm not talki...
CHINA´S PROPERTY DEVELOPERS HAVE A 1.25 BILLION-SQUARE-METER PROBLEM / THE WALL STREET JOURNAL
China’s Property Developers Have a 1.25 Billion-Square-Meter Problem Real-estate giants have become overly reliant on funding from sales o...
THE MIXED BLESSING OF FALLING BIRTH RATES / DOLLAR COLLAPSE
The Mixed Blessing Of Falling Birth Rates by John Rubino The developed world is doing something unprecedented: It’s no longer rep...
CANADA PENSION PLAN CHIEF WARNS OVER ILLIQUID PRIVATE ASSETS / THE FINANCIAL TIMES
Canada pension plan chief warns over illiquid private assets It is hard to sell the private stuff in a downturn, says Mark Machin of CPP...