A STICKY PREDICAMENT: INFLATION IS AS CORROSIVE TO INVESTING AS IT IS TO THE REAL ECONOMY / THE ECONOMIST

A sticky predicament Inflation is as corrosive to investing as it is to the real economy The failure to quell it quickly will transform fina...

LIQUIDITY RISKS / CREDIT BUBBLE BULLETIN

Liquidity Risks Doug Nolan For the most part, things seem to look and feel as they did during the old cycle.  Loose financial conditions per...

DON´T BLAME THE WEST IF THE GLOBAL SOUTH GOES ITS OWN WAY / THE FINANCIAL TIMES OP EDITORIAL

Don’t blame the west if the global south goes its own way Developing countries have agency of their own, including the power to be wrong Jan...

HAWKISH CENTRAL BANKS MOVE GOLD FUTURES DOWN TOWARDS $1900 / KITCO GOLD

Hawkish central banks move gold futures down towards $1900 David Erfle  Coming into this U.S. holiday shortened week, the gold price had bee...

CHINA EXTENDS A HAND TO THE WEST / GEOPOLITICAL FUTURES

China Extends a Hand to the West Structural problems and an underwhelming economic recovery are driving Beijing to seek an accommodation.  B...

CHINA´S LOST GENERATION / THE WALL STREET JOURNAL

China’s Lost Generation Xi Jinping has a major youth unemployment problem on his hands By Nathaniel Taplin In China, it is estimated that ov...