We have been reading numerous comments recently about a forthcoming recession and the next crisis, particularly on the tenth anniversary of the collapse of Lehman Brothers. Continue reading The Next Financial Crisis
The Eurozone’s Coming Debt Crisis
In this video from Hedgeye’s Investing Summit 2018, Keith McCullough and Daniel Lacalle discuss the eurozone slowdown, as well as the earnings season, the macroeconomic and political risks and the implications of rising fiscal imbalances in most European economies.
Is the Fed Right About Hiking Rates?
The timing and the rhetoric are strange, but the Fed is thinking about the long-term
This article was originally published in The Epoch Times.
President Trump isn’t a fan of current Federal Reserve policy, specifically about raising rates too fast or too much. Continue reading Is the Fed Right About Hiking Rates?
There Is No Real Demand For Eurozone Bonds At These Yields
In this interview we comment on the extent of the eurozone bond bubble: