Investing
The Yen Rally is Running on Borrowed Time
The interesting point about Bank of Japan governor Haruhiko Kuroda’s adjustment of yield curve control just before Christmas, jolting traders…
Why Inflation Could Overshoot to the Downside in 2023
The chart below highlights why investors have growing confidence that US inflation has peaked, which is also why monetary tightening…
Why 2% Inflation is Right Around the Corner
China has gone from closet Covid easing over the Christmas holiday to a full-scale U-turn and is now essentially pursuing…
Is the Chinese Stock Market Off to the Races?
It has been a long time coming, but China has finally signaled the importance of the elderly being vaccinated. National…
China is Entering a New Era
China will continue to be run primarily around politics not economics. This is the chief conclusion following the end of…
Can Anything Kill The Energy Bull Market?
There is no doubt that energy is a core part of the fractious political debate in America in stark contrast…
The Shadow Semiconductor Wars Explained
If the Ukraine situation is one kind of warfare, even though Russian President Vladimir Putin still refers to it as…
The S&P 500 Earnings Recession is Already Here, Will it Get Worse?
The base effect worked for investors with last week’s October US CPI data. Remember, the CPI month-on-month change slowed from…
Is a Dramatic Market Switch from Energy to Metals Possible?
This has so far been an annus horribilis for gold mining stocks with gold stocks underperforming a declining gold price,…