The Gold Bull Market – Approaching Blue Sky Breakout

Unprecedented Central Bank Money Printing is the Reason to Own Gold The massive increase in monetary expansion initiated by the Federal Reserve in the wake of ... Read More»

The Absurdity of Economic Lockdown into Depression

Debt Deflationary Spiral or the End of The Disinflationary Era? These are rather strange times. This writer is reading more and more predictions that the world... Read More»

Markets Have Shrugged Off Impeachment While QE Stokes “Risk On”

The markets have ignored the impeachment proceedings and now with continued balance sheet expansion and a trade deal on the horizon, will it continue to be "risk on"?... Read More»

Egg Head Economists at the Fed Think Deflation Has to Be Avoided – It Doesn’t

The focus of financial markets this week has again been the U.S.-China trade deal triggered by the much Twitter-driven news dynamic courtesy of the Donald. ... Read More»

Implications of the US 10-Yr Treasury Bond Breaking Through 37-Year Trend Line

There have recently been some dramatic moves in America’s bond market where the US Treasury bond market broke through a 37-year trend line on the upside in ... Read More»

US Dollar Strength Usher Emerging Market Credit Tears

Growth remains seemingly benign, most particularly in the US with the Atlanta Fed’s GDPNow model indicating 3%YoY growth last quarter (see following chart).... Read More»