Investing
The Ugly Truth about Inflation
The US CPI report remains by far the most important monthly data point globally, as financial markets continue to be…
Listen to This Fed Governor for Signs of a Fed Pivot
The “situation” remains the inverse of Goldilocks for Wall Street-correlated world stock markets with the one consolation for investors that…
The Best Global Equity Story is India
With world markets so jittery, it is worth focusing again on what is probably the best structural equity story globally.…
Can Anything Stop China’s Property Meltdown?
Pushing on a string as regards the mainland Chinese economy was the theme discussed here recently (see Pushing on a…
Have Supply Shortages Made Oil Stocks Recession Proof?
A constructive view is maintained on energy despite concerns on demand destruction and related recession fears. The first point to…
Europe’s Long Hailed Fiscal Union is Finally Upon Us
There is growing potential for market focus to switch back to the Eurozone in coming weeks. This writer’s base case,…
The Language That Could Signal a Fed Pivot
There is no doubt that Wall Street has in the relief rally underway since late June been in an awful…
Pushing on a String: China’s Consumer Demand Problem
Pushing on a string is a term this writer became very familiar with employing when living in Tokyo in the…
Are Stocks Ready for the August Inflation Reading?
The obvious source of relief for Wall Street-correlated world stock markets, save for a Fed U-turn, would be a sign…
Is an End in Sight for China’s COVID Zero Policy?
The current investment quarter has been marked by financial markets acting like talk of a “return to the 1970s” is…