Paul Tudor Jones Insight Doug Noland Ten-year Treasury yields were 1.86% on election day 2016, having risen 14 bps over the previous month....
DON´T CELEBRATE CHINA´S STIMULUS JUST YET / THE ECONOMIST
Too soon to party Don’t celebrate China’s stimulus just yet It will take more than a spectacular stockmarket rally to revive the economy Chi...
PRECIOUS METALS: CONSOLIDATING RECENT RISES / MACLEOD FINANCE
Consolidating recent rises Consolidation for gold and silver is timely, given recent unprecedented performance. But is it sensible to lock i...
TOWARD A FIFTH WORLD ORDER / PROJECT SYNDICATE
Toward a Fifth World Order The world is at a crossroads, with one path leading to ever more global fragmentation and deepening crises, and t...
IF STIMULUS COULD SAVE CHINA, IT WOULDN´T NEED IT / THE WALL STREET JOURNAL OP EDITORIAL
If Stimulus Could Save China, It Wouldn’t Need It The problem isn’t too much saving, it’s that politics inhibits productive investment of ca...
THE GLOBAL IMPLICATIONS OF CHINA´S STIMULUS PACKAGE / PROJECT SYNDICATE
The Global Implications of China’s Stimulus Package China’s newly announced stimulus aims to boost liquidity, stimulate consumer spending, a...
THE GLOBAL ECONOMY HAS PROVED SURPRISINGLY RESILIENT / THE FINANCIAL TIMES OP EDITORIAL
The global economy has proved surprisingly resilient But significant downside risks will continue to pose a challenge for policymakers Marti...