MARKETS SEEM TO BE MISSING THE RISKS ON U.S. INFLATION / THE FINANCIAL TIMES MARKETS INSIGHT

Markets seem to be missing the risks on US inflation The Fed will eventually have to do more than ‘budge’ on interest rates Rebecca Patterso...

CONNECTING THE DOTS IN CHINA / PROJECT SYNDICATE

Connecting the Dots in China The new dual thrust of Chinese policy – redistribution plus re-regulation – will subdue the entrepreneurial act...

DIGITAL CURRENCIES PAVE WAY FOR DEEPLY NEGATIVE INTEREST RATES / THE WALL STREET JOURNAL

Digital Currencies Pave Way for Deeply Negative Interest Rates If people can’t hoard physical money, it becomes much easier to cut rates far...

BREAKING BAD BOND BUYING / PROJECT SYNDICATE

Breaking Bad Bond Buying It is understandable why a central bank would print money to purchase assets at the height of a financial crisis. B...

THE STRANGE DEAD OF AMERICAN DEMOCRACY / THE FINANCIAL TIMES OP EDITORIAL

The strange death of American democracy A constitutional crisis looms as Trump tightens his grip on the Republicans ahead of 2024 Martin Wol...

COVID-19 HAS MADE FIGHTING INEQUALITY MORE CRITICAL THAN EVER / THE FINANCIAL TIMES OP EDITORIAL

Covid-19 has made fighting inequality more critical than ever The pandemic has widened the gulf between rich and poor, but by co-operating w...

THE ECONOMY LOOKS SOLID. BUT THESE ARE THE BIG RISKS AHEAD / THE NEW YORK TIMES

The Economy Looks Solid. But These Are the Big Risks Ahead. One concern is that political leaders will mismanage things in the world’s large...

WILL BIDEN MAKE A HISTORIC MISTAKE AT THE FED? / PROJECT SYNDICATE

Will Biden Make a Historic Mistake at the Fed? The past 30 years should have taught Democrats to put their own economic policy priorities be...

IT IS NOT JUST CEO´S WHO SHOULD BENEFIT FROM EQUITY OWNERSHIP / THE FINANCIAL TIMES OP EDITORIAL

It is not just CEOs who should benefit from equity ownership The conditions are ripe for a rethink of pay norms Andrew Edgecliffe-Johnson © ...

WHAT COULD GO WRONG? / JOHN MAULDIN´S WEEKLY NEWSLETTER

What Could Go Wrong? By John Mauldin  I have written several letters on the theme that the best investment posture is cautious optimism....