THE BREXIT DELUSION OF TAKING BACK CONTROL / THE FINANCIAL TIMES OP EDITORIAL

The Brexit delusion of taking back control The UK is a large minnow, but still a minnow, in a very big lake Martin Wolf From Beijin...

THE MISSING CHINESE BOND APOCALYPSE / THE WALL STREET JOURNAL

The Missing Chinese Bond Apocalypse By Nathaniel Taplin Chinese factory-gate inflation is threatening to turn negative, metals pric...

OPEN INTEREST IN GOLD FALLS - A POSSIBLE SIGN THAT A BOTTOM IS NEAR / SEEKING ALPHA

Open Interest In Gold Falls - A Possible Sign That A Bottom Is Near by: Andrew Hecht     Summary   - Gold falls t...

THE SECOND PHASE OF AMERICAN GEOPOLITICS / GEOPOLITICAL FUTURES

The Second Phase of American Geopolitics By George Friedman I began this series with discussions of  geopolitics an...

THE FED BOARD UNMOORED / PROJECT SYNDICATE

The Fed Board Unmoored Over the course of his presidency, Donald Trump has consistently prized sycophancy above expertise in his selectio...

BIPOLAR MARKETS IN THE "NEW MEDIOCRE" / PROJECT SYNDICATE

Bipolar Markets in the “New Mediocre” After the global risk-off of late 2018, a newfound dovishness on the part of central bankers has com...

SHOPPING FOR DEFLATION / THE FINANCIAL TIMES

Shopping for deflation By: Brendan Greeley Alphaville used to spend a lot of time listening to people in markets talk about the Dallas...

IN CHINA, YET ANOTHER COURSE CORRECTION / GEOPOLITICAL FUTURES

In China, Yet Another Course Correction Beijing is taking another stab at regulating the financial sector. By Phillip Orchard   ...