Fixed income should have more love in a ‘higher and hold’ world The prospects for returns are much brighter, with bond yields at the highest...
THINK INFLATION IS DONE? THINK AGAIN! / MACLEODFINANCE
Think inflation is done? Think again! A lethal combination of budget deficits and trade sanctions are going to be reflected in increasing pr...
THE "BILLION TO TRILLIONS" CHARADE / PROJECT SYNDICATE
The “Billions to Trillions” Charade Multilateral development banks and international financial institutions argue that mobilizing private in...
AMERICA IS PULLING UP THE DRAWBRIDGE / THE FINANCIAL TIMES OP EDITORIAL
America is pulling up the drawbridge The nation is growing tired of upholding the economic rules it laid out for the world after 1945 Edward...
AMERICA IS STILL HEADED FOR A SOFT LANDING / THE WALL STREET JOURNAL
America Is Still Headed for a Soft Landing Don’t rule out a surprise rate cut this summer By Aaron Back The Commerce Department on Wednesday...
AN ERA JUST ENDED IN CHINA / THE NEW YORK TIMES OP EDITORIAL
An Era Just Ended in China By Yuen Yuen Ang Credit...Thomas Peter/Reuters Forty-four years ago, Deng Xiaoping kicked off the period of “refo...
THE DILEMMAS OF THE DOLLAR / PROJECT SYNDICATE
The Dilemmas of the Dollar The dollar's strength, particularly against major Asian currencies, has triggered a wave of skittishness in f...
BANKS, AT LEAST, ARE MAKING MONEY FROM A TURBULENT WORLD / THE ECONOMIST
Banks, at least, are making money from a turbulent world It is once again a good time to work on a trading desk Working on a trading desk is...
CHINA-RUSSIA: AN ECONOMIC "FRIENDSHIP" THAT COULD RATTLE THE WORLD / THE FINANCIAL TIMES BIG READ
China-Russia: an economic ‘friendship’ that could rattle the world After Putin’s invasion of Ukraine trade links between the two countries h...