Macroeconomics
China and Hong Kong Real Estate are in Good Shape Despite the Headlines
Recently in Hong Kong this writer can report that Hong Kong maintains its distinctive energy. If the border remains closed…
Crypto Yields Are Slowly Killing the Dollar
The Federal Reserve announced at its 2-3 November meeting the commencement of tapering as expected. It will begin from mid-November…
The Big Winner of China Housing Fears? The Stock Market
Concerns continue to percolate about the Chinese property market with the Federal Reserve recently warning about it. The Fed said…
How Nordstream 2 Could Cause a Global Market Selloff
There is no doubt that investors’ focus of late has been on the stagflation story. Still, it should be emphasized…
Inflation Ain’t Falling While Rents, Wages and Commodities are On the Rise
The world is set up for the ironic spectacle of mounting pressure from Washington on OPEC to pump more oil…
Stagflation Risks are Real in a World of Energy Shortages
It is both interesting and logical that the Federal Reserve signal late last month that it will end the tapering…
Sleep on the Indian Stock Market at Your Own Risk
The Indian stock market has remained extraordinarily resilient since the Delta wave peaked in May. India Nifty Index Covid cases…
How High Can Commodities Take Inflation?
If the Delta variant undoubtedly caused a setback for the cyclical trade last quarter, resulting in renewed outperformance by Big…
Can Government Bond Market Signals Still be Trusted?
As the daily noise in the financial markets continues to focus on every word uttered by a central banker, this…