Continue reading What Next For Markets And Macro? (22/2/2018)
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 way above economic output growth.
Daniel Lacalle is Chief Economist at Tressis and author of Escape from the Central Bank Trap, The Energy World Is Flat and Life In The Financial Markets. Continue reading Debt Matters
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. However, can we say we are in a strong reflation period? Hardly. Continue reading Inflation Expectations Look Overblown