Macroeconomics
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…
Investors are Flocking to China as Governments Print Money
China’s orthodox monetary policy continues to be in stark contrast to the G7 world. It has also continued to attract…
Are US Regulators Coming for Bitcoin?
One of the identifying characteristics of the crypto currency space is that crypto assets trade 24/7 dispensing with outmoded bourgeois…