Davos and the new era of deglobalisation Technological progress suggests the turn from globalisation can bring benefits as well as challenge...
CENTRAL BANKERS AGREE: THE DOLLAR´S STILL THE TOP DOG / THE FINANCIAL TIMES OP EDITORIAL
Central bankers agree: the dollar’s still the top dog The greenback remains unchallenged as the currency of choice for monetary officialdom ...
HOUSING BOOM IS ON BORROWED TIME / THE WALL STREET JOURNAL
Housing Boom Is on Borrowed Time Higher rates have only just begun to weigh on home sales and prices By Justin Lahart The average existing h...
MACRON´S WIN IS NOT POPULIM´S DEFEAT / PROJECT SYNDICATE
Macron’s Win Is Not Populism’s Defeat French President Emmanuel Macron was re-elected because he succeeded in presenting himself as the epit...
MORE ON THE NEW CYCLE / CREDIT BUBBLE BULLETIN
More on the New Cycle Doug Nolan The thesis is one of secular change – an extraordinary multi-decade Bubble period transitioning (in a highl...
THE THREAT OF A GLOBAL "BUYING STRIKE" RISES AS COST-OF-LIVING HITS / THE FINANCIAL TIMES OP EDITORIAL
The threat of a global ‘buying strike’ rises as cost-of-living hits History shows that consumers cutting back on discretionary spending pose...
THE GOLDILOCKS CRISIS MAY HAVE ARRIVED FOR CRYPTO / THE FINANCIAL TIMES OP EDITORIAL
The Goldilocks crisis may have arrived for crypto Key player and policymakers must now embrace reform to weed out the bad, while retaining s...
HOW TO DETER CHINA FROM ATTACKING TAIWAN / THE ECONOMIST
How to deter China from attacking Taiwan What Taiwan can learn from Ukraine about resisting invasion They may be on the other side of the wo...
THIS INFLATION IS DEMAND-DRIVEN AND PERSISTENT / PROJECT SYNDICATE
This Inflation Is Demand-Driven and Persistent Although inflation has risen sharply for multiple reasons, increased demand is by far the mos...