Analizamos las expectativas de inflación en el entorno actual.
In this video I explain the main messages of my book “Escape from the Central Bank Trap” (available now at amazon) Escape from the Central Bank Trap. How to Escape From the $20 Trillion Monetary Expansion Unharmed Daniel Lacalle Read the Focus Economics Review here. “The central bank trap is clearly anything but an easy one […]
Uno detrás de otro, los partidos más intervencionistas, Podemos, PSOE o IU, prometen ingentes cantidades de dinero para todo tipo de gastos que van a financiar “relajando el déficit”, es decir, deuda (como si pudiesen saltarse aún más el pacto de estabilidad, que llevamos incumpliendo sólo nueve años) y subiendo impuestos a los ricos. Esos […]
Why does the promise of raising taxes to the rich always end with higher taxes to the middle class? In this short video we explain it. The interventionists promise large funds and expenditure plans for all kinds of projects that they intend to finance by “raising taxes on the rich”. Those expenses, of course, are […]
Cómo afecta a la economía global la escalada en la tensión con Corea del Norte. Analizamos varios riesgos que hay que tener en cuenta.
In this video, we discuss at CNBC a few issues, including: ECB is caught between a rock and a hard place with the Euro. Strong Euro could derail the European Stock Market recovery. Bad for banks and inflation linked assets. Reflation Trade is over. Inflation expectations falling in US and Europe Market was too worried […]
Yellen and Draghi seemed to say very little at Jackson Hole, but the market made a lot of assumptions. In this video we explain how post-Jackson Hole, consensus is shifting towards believing in perpetuated loose policies, and the warning signs in oil prices falling in tandem with the US dollar as well as Gold. Enjoy! […]
In this short video we explore the weaknesses and strengths of the Euro in the middle of financial repression and currency wars. Watch the full video at: Real Vision Daniel Lacalle is Chief Economist at Tressis, SV a PhD in Economics and author of Life In The Financial Markets, The Energy World Is Flat (Wiley) […]
Central banks are behaving like pyromaniac firefighters, presenting themselves as the solution to the crises their policies create. In this interview at Real Vision, we discuss this issue. Daniel Lacalle is Chief Economist at Tressis SV, has a PhD in Economics and is author of “Escape from the Central Bank Trap”, “Life In The Financial […]
In this great conversation with Keith McCullough we discuss central banks, monetary policy, markets and solutions to the secular stagnation, all around my new book, Escape from the Central Bank Trap. Daniel Lacalle is Chief Economist at Tressis SV, has a PhD in Economics and is author of “Escape from the Central Bank Trap”, “Life […]
The problem of France is to recover the dynamism lost in an economy that Macron himself described as “sclerotic” . There are many doubts about his true reformist agenda, evidenced by his actions when he has been minister. But we have to give him the benefit of the doubt. He faces a radicalized parliament, with traditional parties in disarray. […]