Janet Yellen, and the Fed’s inflation target, should both stay The bipartisan tradition and the 2 per cent target have served the US well...
miércoles, 21 de junio de 2017
THE SNOWBALLING POWER OF THE VIX, WALL STREET´S FEAR INDEX / THE WALL STREET JOURNAL
The Snowballing Power of the VIX, Wall Street’s Fear Index Created to track expectations of volatility, it has spawned a giant trading ec...
EMMANUEL MACRON: ELECTORAL VICTORY WILL MAKE FRANCE´S PRESIDENT A POTENT FORCE / THE ECONOMIST
Emmanuel Macron Electoral victory will make France’s president a potent forcé But he will still have to face down a challenge from the...
THE GLOBAL AGE OF COMPLEXITY / PROJECT SYNDICATION
The Global Age of Complexity Andrew Sheng, Xiao Geng . . NEW YORK – Every century, it seems, has its “age.” The Renaissance, from ...
DO NOT EXAGGERATE THE EFFECT THE ELECTIONWILL HAVE ON BREXIT / THE FINANCIAL TIMES COMMENT & ANALYSIS
Do not exaggerate the effect the election will have on Brexit The legal framework for the UK’s departure from the EU needs no fur...
THE EVERYTHING BUBBLE, PART 1: RETURN OF THE SUBPRIME MORTGAGE / DOLLAR COLLAPSE
The Everything Bubble, Part 1: Return Of The Subprime Mortgage This cycle’s main bubble is in government bonds and fiat currencies, wi...
martes, 20 de junio de 2017
THE NEXT MINSKY MOMENT / JOHN MAULDIN´S WEEKLY NEWSLETTER
The Next Minsky Moment “China’s economy has entered a state of new normal.” – Premier Li Keqiang, 2015 “Success breeds ...
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