The interesting point about Bank of Japan governor Haruhiko Kuroda’s adjustment of yield curve control just before Christmas, jolting traders out of their pre-C... Read More»
The chart below highlights why investors have growing confidence that US inflation has peaked, which is also why monetary tightening expectations, peaked on the... Read More»
China has gone from closet Covid easing over the Christmas holiday to a full-scale U-turn and is now essentially pursuing herd immunity with the latest anecdota... Read More»
It has been a long time coming, but China has finally signaled the importance of the elderly being vaccinated.
National Health Commission officials said in a... Read More»
China will continue to be run primarily around politics not economics.
This is the chief conclusion following the end of the seven-day National Congress of t... Read More»
There is no doubt that energy is a core part of the fractious political debate in America in stark contrast to the mushy consensus that prevails on the subject ... Read More»
If the Ukraine situation is one kind of warfare, even though Russian President Vladimir Putin still refers to it as a “special military operation”, the recent U... Read More»
The base effect worked for investors with last week’s October US CPI data.
Remember, the CPI month-on-month change slowed from 0.9% in June 2021 to 0.3% in A... Read More»
This has so far been an annus horribilis for gold mining stocks with gold stocks underperforming a declining gold price, as the mining companies have suffered a... Read More»
Chris is internationally renowned for his weekly institutional research newsletter GREED & fear. He has correctly identified all major global financial bubbles over the last 3 decades (US sub-prime crisis, Nasdaq technology bubble, Asian financial crisis, and the Japanese financial meltdown). He’s also the author of three highly acclaimed books: Boom and Bust, The Bubble Economy, and The End of Japan Inc. Since May 2019, Chris has been Global Head of Equity Strategy at Jefferies.
