INFLATION IN AMERICA: A THREE DECADE HIGH IN INFLATION SOWS CONCERNS ABOUT AMERICA´S RECOVERY / THE ECONOMIST

Inflation in America A three-decade high in inflation sows concerns about America’s recovery How a broad pickup in prices puts pressure on t...

ACCIDENT-PRONE END-GAME DYNAMIC / CREDIT BUBBLE BULLETIN

Accident-Prone End-Game Dynamic Doug Nolan Bloomberg Television’s Jonathan Ferro (November 12, 2021):  “You wrote a scathing piece in the Fi...

THE PANDEMIC STIMULUS HAS BACKFIRED IN EMERGING MARKETS / THE FINANCIAL TIMES OP EDITORIAL

The pandemic stimulus has backfired in emerging markets Aggressive monetary and fiscal intervention added nothing discernible to developing ...

HOW THE FED PLAYED US -- AND CORNERED THEMSELVES AS RECESSION SIGNS MOUNT / MATTERHORN ASSET MANAGEMENT

How the Fed Played Us—And Cornered Themselves as Recession Signs Mount By Matthew Piepenburg With the possible exceptions of Bill Martin and...

THE RISKS AND REWARDS OF PLAYING CHICKEN WITH CHINA / THE WALL STREET JOURNAL

The Risks and Rewards of Playing Chicken With China China has ways to confound speculators betting on Evergrande contagion—thanks to a broad...

THE PROMISE OF EUROPEAN POWER / PROJECT SYNDICATE

The Promise of European Power While some in Europe beat the drum of “strategic autonomy” and set their sights on faraway regions, the specte...