global strategy
The Asset Speculation Game is Far from Over
Base effects mean the real test of whether the pickup in inflation will prove transitory or not will only become…
A Third Major Oil Crisis is on the Horizon
A positive view is maintained here on the oil price. Indeed oil has the potential to act as a catalyst…
China’s Currency and Export Strength Show No Signs of Slowing Down
Aside from the human death toll inflicted by Covid-19, the big story about Covid-19 has always been where it came…
Will China’s Crypto Crackdown Push Bitcoin into the Arms of the West?
This column discussed last week the intensifying Chinese crackdown on crypto assets which is viewed as the main reason for…
Bitcoins Energy Problem and China’s Crypto Crackdown
The Bitcoin price and the rest of the crypto universe has come under severe selling pressure ever since the announcement…
Investors Aren’t Worried About Inflation, Maybe They Should Be.
Despite the sell-off in cyclical stocks triggered by the Federal Reserve meeting last week, the MSCI World Growth Index has…
What Will the Fed Do As Inflation Marches Higher
Inflationary pressures have continued to show up in the official data even as the bond market has managed to rally…
Do Banks Hold the Key to Higher Inflation?
It is interesting that FAANG stocks still look like they have peaked out against the S&P500 despite the fantastic earnings…
Only One Thing Can Derail the Post-COVID Stock Recovery
Watching inflation expectations remains key for investors even as the Federal Reserve has remained predictably doveish. The Fed’s continuing easy…