SELL IN MAY AND GO AWAY? / PROJECT SYNDICATE

Sell in May and Go Away? While investors should never let rules of thumb override financial fundamentals, there are times when the fundament...

CHINESE - PHILIPPINE CONFRONTATION / GEOPOLITICAL FUTURES

Chinese-Philippine Confrontation By: George Friedman The Philippine coast guard reported last week that two of its ships were involved in a ...

DEBT RESTRUCTURING FOR COMMODITY EXPORTERS / PROJECT SYNDICATE

Debt Restructuring for Commodity Exporters Even if they manage to convince their creditors to restructure their debts, commodity-exporting d...

TOO LOOSE / CREDIT BUBBLE BULLETIN

Too Loose Doug Nolan  “Growing Debt Ceiling Deal Hopes Send Stocks Higher.”  The S&P500 gained 1.6% this week, pushing the index to a ni...

A POLARISING PENDULUM: LATIN AMERICA´S LEFT-WING EXPERIMENT IS A WARNING TO THE WORLD / THE ECONOMIST

A polarising pendulum Latin America’s left-wing experiment is a warning to the world The region has some of the most left-leaning politician...

THE BUILDING BOOM IS PROLONGING MARKET PAIN / THE WALL STREET JOURNAL

The Building Boom Is Prolonging Market Pain Construction employment is higher than ever—undermining bets the Fed will soon pivot By Ryan Dez...

THE NEXT BIG BULL MARKET COULD BE COPPER / THE WALL STREET JOURNAL

The Next Big Bull Market Could Be Copper Cyclical headwinds could limit gains in 2023, but longer-term demand, driven by green power, looks ...