THE U.S. DOLLAR IS LOOKING A BIT STRETCHED / THE WALL STREET JOURNAL

The U.S. Dollar Is Looking a Bit Stretched Microsoft’s warning highlights the downsides of a mighty greenback, but the currency’s strength l...

THE GREAT INFLATION TRADE-OFF / PROJECT SYNDICATE

The Great Inflation Trade-Off Leading central banks are now deploying tools that should help to contain growing price pressures. But these m...

CAN XI JINPING VANQUISH COVID WITHOUT CRUSHING CHINA´S ECONOMY / THE FINANCIAL TIMES BIG READ

Can Xi Jinping vanquish Covid without crushing China’s economy? In a crucial political year, a series of open-ended lockdowns have heaped mo...

FATAL MACRO WARNINGS: WE´RE GONNA NEED A BIGGER BOAT / MATTERHORN ASSET MANAGEMENT

Fatal Macro Warnings: We’re Gonna Need a Bigger Boat By Matthew Piepenburg As one who loves metaphor, I can’t help but notice the recent and...

THE FED IS DRIVING THE ECONOMY WITHOUT KNOWING ITS SPEED LIMIT / THE WALL STREET JOURNAL

The Fed Is Driving the Economy Without Knowing Its Speed Limit Changes brought on by the pandemic may mean the economy can grow faster witho...

THE REAL REASON WHY GOLD HAS STUMBLED / THE DAILY RECKONING

The Real Reason Why Gold Has Stumbled BY JAMES RICKARDS The world has changed radically in recent years.  We’ve had the worst pandemic since...

GOOD INFLATION NEWS FROM THE BOND MARKET / PROJECT SYNDICATE

Good Inflation News from the Bond Market With commentators offering increasingly dismal warnings about the inflation situation in the United...