En Portada / On the Cover View all

What Next For Markets And Macro? (CNBC 22/2/2018)

In this video we discuss at CNBC the main news in the world economy. Earnings season Fed minutes Inflation expectations Commodities US dollar Daniel Lacalle…

Debt Matters

In this short video we explain why investors should pay attention to the wall of refinancing happening in global markets, and the increase in debt…

Inflation Expectations Look Overblown

Inflation has been one of the main drivers of market positioning in recent months, and a major driver of the recent correction in financial markets.…

Volatility Is Back And That Is Not A Bad Thing (At CNBC)

Volatility is back and that’s ‘not a bad thing’ from CNBC. There are reasons to be cautious and at the same time reasons to be…

Addicted to Monetary Laughing Gas

@dlacalle_IA February 10, 2018  “One thing I’m sure of, I’m in the deep freeze, cold turkey has got me on the run,” John Lennon. After more…

Thoughts for the Year 2018 (CNBC)

Thoughts for the Year 2018 (CNBC)

A short video discussing with the SquawkBox Europe Team: China. Really a Threat to Treasuries?…

New Year, Different Challenges

In this short video we explore the ideas for 2018.…

Can China Really Kill The US Dollar Supremacy?

Can China Really Kill The US Dollar Supremacy?

If there is something ironic, it is that, whatever happens, politician always thinks that money…

Exporters in Europe face a headwind if euro strength holds

Exporters in Europe face a headwind if euro strength holds

 Exporters in Europe face a headwind if euro strength holds from CNBC. In this…

Why the Critics of the Tax Reform Are Wrong

Why the Critics of the Tax Reform Are Wrong

Mainstream commentary on the tax reform is mostly negative. But why is the response from the globalist…

Energía / Energy View all

Climate Agreement, Hypocrisy and Summits

Trump’s decision to withdraw from the Paris “climate agreement” with the aim of negotiating a better one can be debated, but the…

Video: Oil Markets Remain Oversupplied Despite OPEC cut (CNBC)

U.S. drillers have now added rigs for 19 straight weeks, to 722, the highest amount since April 2015. Almost all of…

Why Europe´s Misguided Energy Policy Must Change

Europe needs to change its energy model. It is unacceptable that the debate about something as important as the energy ignores…

Economía / Economy View all

Corrections Happen. Trend Is Unchanged

Macro indicators and the earnings season continue to support risky assets. The “no-normalization” conducted by central…

España / Spain View all

Spain: Reform Reversal Could Threaten Recovery

Spain: Reform Reversal Could Threaten Recovery

The Spanish recovery from the worst crisis in decades has been impressive and an example for…

Conferencias / Conferences View all

Video: Escape from the Central Bank Trap presentation at the Heritage Foundation, Washington

In this video I explain the main messages of my book “Escape from the Central Bank…

Entrevistas / Interviews View all

What Is Happening With Oil? (Real Vision TV)

See this short clip of my interview on the Oil and Commodity market. We discuss: What…