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Central Banks and the Pyromaniac Fireman

Central Banks and the Pyromaniac Fireman

This week we heard the Governor of the Central Bank of Japan…

Bond Market and Hyperinflation

Bond Market and Hyperinflation

Special contribution from Amit Tal: Something disturbing is happening in the bond…

Video: Earnings Season, Europe Risk Rises and Why the German Surplus is not a Negative

Video: Earnings Season, Europe Risk Rises and Why the German Surplus is not a Negative

In this short video we explain . Earnings Season: So far, better……

The End Of Earnings Recession in Europe?

The End Of Earnings Recession in Europe?

It seems that the earnings season in Europe is showing us its kind…

Oil and Frexit: Two Concerns in a Complacent Environment

Oil and Frexit: Two Concerns in a Complacent Environment

We cannot deny that we are in an environment where global growth…

LePen’s Economic Program. No Trump, Very Syriza

LePen’s Economic Program. No Trump, Very Syriza

The “super secret” economic program of Le Pen  for the French elections…

Who Owns the US debt? No, not China. Not even close

Who Owns the US debt? No, not China. Not even close

US total debt is $19.9 trillion. China owns c$1.1 trillion. Nowhere close to…

France. Europe’s biggest problem… and its solution

France. Europe’s biggest problem… and its solution

Forget about Brexit or Trump. The big problem that threatens the European…

Video: Trade War with China? Implications

Video: Trade War with China? Implications

In this short video we explain the main risks of a trade…

Forget the Wall… The Opportunity for Mexico and the EU is elsewhere

Forget the Wall… The Opportunity for Mexico and the EU is elsewhere

Keep calm. The controversy around the US wall with Mexico – the one that Bill Clinton,…

Europe will not benefit from Inflation

Europe will not benefit from Inflation

Inflationists are happy. Prices rise to five-year highs and some rub their…

Video: Trumponomics, Brexit and the China Trade

Video: Trumponomics, Brexit and the China Trade

In this short video we explain . The positive impact of tax…

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