Is Labor Hoarding Masking Job Market Weakness?

US employment data remains key to stress-test the extent of Fed easing expectations currently priced into markets. This is all the more the case as it has be... Read More»

The Underestimated Risk of Deflation in America

If Federal Reserve Chairman Jerome Powell signaled the commencement of monetary easing in his 23 August speech at Jackson Hole, more interesting to this writer ... Read More»

Handicapping The Chances of a Strategic Bitcoin Reserve

Donald Trump made a speech at the annual Bitcoin conference held in Nashville in late July becoming the first presidential candidate, or indeed former president... Read More»

The Asset Class That Could Stoke the Flames of a Stock Market Selloff

It is a reality of financial markets that market declines are made worse by forced sellers. The CBOE Volatility Index (VIX) surged from 16.4 at the... Read More»

Is More Carry Trade Volatility In Store for Markets?

Financial markets found out about the potential for a yen carry trade unwind last month as reflected in the roller coaster market action in Tokyo. The Topix ... Read More»

The Growing Risk of The Treasury’s Addiction to Short Term Debt

There was an interesting study published recently that US Treasury Secretary Janet Yellen felt obligated to respond to in public by rejecting the claim made tha... Read More»

Gold and Bitcoin Tactical Update

This writer still believes in Bitcoin. Still it is worth noting that the recent extended period of healthy consolidation has been in the context of forced se... Read More»

India or America – Where Should Your Money Go Next?

“Donald Trumps Death” was the cleverly written headline in the Times of India on 15 July (see The Times of India article: “Donald Trumps Death: Bullet pierces e... Read More»

Why Taiwan Should be in Your Portfolio

The chart below shows that the Nvidia share price and Taiwan’s outperformance relative to the MSCI Asia Pacific ex-Japan Index have looked of late like Siamese ... Read More»

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