The Trump Inflation Problem By John Mauldin Two weeks ago, I opened this letter by noting the election uncertainty, once over, would gi...
CHINA SHOULD NOT WAIT TO STIMULATE ITS ECONOMY / THE ECONOMIST
Not too early to say China should not wait to stimulate its economy It is heading into a trade war JOURNALISTS LOVE a telling quote—so much ...
JAPAN´S NEW PRIME MINISTER IS HIS OWN PARTY´S STERNEST CRITIC / THE ECONOMIST
The outsider otaku Japan’s new prime minister is his own party’s sternest critic This could make it harder for Ishiba Shigeru to govern effe...
IS THE GOLD CORRECTION DONE? / MACLEOD FINANCE
Is the gold correction done? Looking at last Tuesday’s Commitment of Traders numbers, we see that gold is no longer overbought. I assess the...
WHY FINANCIAL MARKETS ARE SO ODDLY CALM / THE ECONOMIST
Why financial markets are so oddly calm Indicators of market volatility have plunged One thing nobody thinks of Donald Trump’s return to the...
AMERICA´S LAME.DUCK PERIOD: HOW TO AVOID GLOBAL CHAOS IN THE NEXT TEN WEEKS / THE ECONOMIST
America’s lame-duck period How to avoid global chaos in the next ten weeks Risks abound in the limbo between now and Donald Trump’s swearin...
AMERICA´S FOREIGN POLICY HAS CHANGED -- AND MUST REMAIN CHANGED / THE FINANCIAL TIMES OP EDITORIAL
America’s foreign policy has changed — and must remain changed Global economic power has for too long been concentrated in the hands of larg...