Global Strategy
Bank Lending Holds the Key to Future Inflation
The pro-cyclical inflation story keeps building as market pundits have competed to increase their 2022 Fed rate hike forecasts ever…
If the US Forces an Energy Transition, Inflation Will Follow
The Time “person” of the year award is often something easy to make fun of in the way that magazine…
The Taper Tantrum Ain’t Over Yet
This writer remains of the view that the US CPI report is now the most important US data point monthly…
Can Disruptive Investing Survive Higher Interest Rates?
There is no doubt that expectations of monetary tightening are accelerating as reflected in the damage done to the profitless…
All Eyes are On the Fed’s Favorite Gauge of Inflation
Shoot first and ask questions later. This is the perhaps understandable and certainly predictable response of governments to the emergence…
Fixing Supply Chain Bottlenecks Won’t Fix Inflation
The extended dog’s dinner over the re-appointment of Jerome Powell as Federal Reserve chairman on 22 November hardly amounts to…
Japanese Stocks Could Outperform All if Inflation Isn’t Transitory
The inflation debate continues to percolate as the Federal Reserve has finally dropped the word “transitory”. This writer continues to…
China and Hong Kong Real Estate are in Good Shape Despite the Headlines
Recently in Hong Kong this writer can report that Hong Kong maintains its distinctive energy. If the border remains closed…
Crypto Yields Are Slowly Killing the Dollar
The Federal Reserve announced at its 2-3 November meeting the commencement of tapering as expected. It will begin from mid-November…
The Big Winner of China Housing Fears? The Stock Market
Concerns continue to percolate about the Chinese property market with the Federal Reserve recently warning about it. The Fed said…