Investing
The Yen is on the Ropes, is Yield Curve Control Next?
This writer has continued to take a positive view on energy stocks. That said, energy and other cyclical commodity-related sectors…
Are Leveraged Loans This Cycles Ticking Time Bomb?
The longer monetary tightening proceeds the more likely it is to trigger real problems in the area where credit growth…
Is a Ukraine Compromise Imminent?
If intensifying US monetary tightening should be theoretically bullish for Treasury bonds because it hits demand, the macro situation has…
What Data Could Cause a Fed Pivot on Rates?
The outlook remains the inverse of Goldilocks. The minimum decline investors should expect, if the Federal Reserve sticks to its…
Will Midterms Spell the End of Fed Tightening?
The 10-year Treasury bond has of late broken above the 40-year trend line in place since former Federal Reserve chairman,…
Why India is the Best Growth Story in Asia
In India recently for the first time in nearly three years, this writer saw nothing to question the pre-existing view…
Will the Fed Squeeze the Consumer Until They Break?
The reality of stagflation has certainly been confirmed by the latest US data both as regards inflation and wage growth.…
Big Cap Tech Stocks are Still at Risk
There was an interesting development in the US stock market in April. There were significant net outflows from US domestic…
Can China Afford to Lose Control of COVID?
Attention has returned to the conflict in Ukraine with the launch of the Russian offensive in the Donbas area of…
A World Tour of Interest Rate Policies
Before Russia’s invasion of Ukraine, it was always likely that US inflation would peak with the March data point due…