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Macroeconomics

Is Argentina’s Economic Experiment Working?

Argentina’s recently elected President Javier Milei made headlines when he made a speech at Davos in January accusing Western leaders…

What Will it Take to Turn China Around?

The concerns about intensifying deflationary momentum continue to build in China with the release of the latest data, be it…

The Real Motivation Behind Fed Rate Cuts

This writer focused last week on the fact that the liquidity contraction is only now really beginning to bite based…

The US Economy is Strong…But for How Much Longer?

The base case remains that the US is heading into a downturn in 2024 as signaled by the collapse in…

The Pitfalls of Owning US Debt

Jerome Powell stepped back from his uber dovish tone in December at the January FOMC meeting last week saying at…

Investors Left Hong Kong Real Estate for Dead, Should You?

If sentiment towards Chinese stocks remains super depressed, the same also applies to domestic Hong Kong stocks. It remains incredible…

What Do Japanese Stocks and US Small Business Have in Common?

This writer’s main candidates for the areas to blow up if there is a recession in the US as a…

Japan’s Labor Market Holds the Clues to Future Stock Performance

Federal Reserve chairman Jerome Powell reminded everybody, if it was needed, that he is no Paul Volcker with his comments…

With Bank Lending on the Decline, Why Aren’t We in a Recession Already?

The action in Big Tech stocks has continued to be amazingly resilient, helped by the AI story, positive cash flow…