THE PRIVATE EQUITY PARTY IS OVERCROWDED / THE FINANCIAL TIMES COMMENT & ANALYSIS

The private equity party is overcrowded         An overheated market intoxicated by cheap credit serves as a warning to investors   by: Jo...

DON´T CRY FOR CORPORATE AMERICA / PROJECT SYNDICATE

Don’t Cry for Corporate America Stephen S. Roach .   NEW HAVEN – Corporate tax cuts are coming in the United States. While this push ...

WHAT BOOMING MARKETS ARE TELLING US ABOUT THE GLOBAL ECONOMY / THE NEW YORK TIMES

What Booming Markets Are Telling Us About the Global Economy  Neil Irwin     The stock market reached yet another new high on Wed...

WATER AND GEOPOLITICAL IMPERATIVES / GEOPOLITICAL FUTURES

Water and Geopolitical Imperatives By George Friedman and Allison Fedirka Geographic features and conditions are part of the building...

COULD INTEREST RATES ACTUALLY MOVE LOWER? / BARRON´S MAGAZINE

Getting Technical Could Interest Rates Actually Move Lower? Rates have been stuck in a range for months, but there are signs they will...

WHATEVER HAPPENED TO SECULAR STAGNATION? / THE FINANCIAL TIMES COMMENT & ANALYSIS

Whatever happened to secular stagnation?       By: Gavyn Davies     A year ago, Lawrence Summers’ perceptive warnings about the possib...

A TAX ON ROBOTS? / PROJECT SYNDICATE

A Tax on Robots? Yanis Varoufakis .   ATHENS – Ken makes a decent living operating a large harvester on behalf of farmer Luke. Ken’s...

HOW WE GOT HERE IN ONE SENTENCE / DOLLAR COLLAPSE

How We Got Here In One Sentence In every annual budget debate since the 1980s, one side figures out that the way to get what it wants...

WILL GOLD PRICES FINALLY PULL BACK OR CONTINUE MARCHING AHEAD? / SAFE HAVEN

Will Gold Prices Finally Pull Back or Continue Marching Ahead? By: Stefan Gleason  .   Gold prices are up m...

TRUMPFLATION VS NEGATIVE RATES: THE BATTLE ENDURES / THE WALL STREET JOURNAL

Trumpflation vs Negative Rates: The Battle Endures Monetary policy continues to determine the path for bond markets By Richard Barley ...

UNPARALLELED CREDIT AND GLOBAL YIELDS / CREDIT BUBBLE BULLETIN

Unparalleled Credit and Global Yields Doug Nolan     New Fed Q4 Z.1 Credit and flow data was out this week. For the first ti...