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Are Oil Prices Headed Toward $100 A Barrel?
A discussion on oil and the focus was on Erik’s bullish view on the commodity stemming from structural supply issues in the U.S. amid an improving demand outlook.
Where Can Bitcoin Go From Here?
Btcoin has a $100 trillion addressable market just as a store of value for everyone in the world. Half of the world’s population desires an asset that cannot be easily confiscated or depreciated by printing more currency.
Why The Timing Looks Right For Japan
Japan has a new prime minister, and a noted value investor Warren Buffett just made a $6 billion investment in five Japanese stocks, highlighting some opportunities
Outlook For The Chinese Economy
One of the primary Chinese government efforts to help businesses cope is having banks extend loans and not ask for payments—even on interest—for a year.
Can The Pandemic Be A Catalyst For Japan?
Japan is often described as a market that is cyclically geared to the world’s growth cycle, due to its export-oriented economy. It comes as a surprise that Japan is outperforming other international markets by a wide margin during the pandemic.
Is Chinese Production Starting To Bounce Back?
While Chinese manufacturing Purchasing Managers Index (PMI) data this past weekend came out at the lowest level since 2008, it is good to have early reads into where next month’s activity is coming out, and it looks like it is rebounding.
What To Avoid In Emerging Markets
What you don’t do in investing is just as important as what you do.
Outlook For China
Last year’s market moves were often driven by headlines relating to the China trade deal, while this year so far is all about the coronavirus.
The Impact Of The Coronavirus On International Trade
Finance is supposed to serve the economy by allocating capital to its most productive uses. It has morphed into a snake ruthlessly devouring its own tail.
Disruptive Forces For Deglobalization
Many parallels between today’s economy and the gilded age of the U.S., the time between 1870 and 1900 when many new inventions and technologies changed the nature of employment.
Is The Glamour And Growth Trade Finally Turning?
Much of the U.S. large-cap growth outperformance is the result of investors looking to find the “next Amazon, Facebook or Google”.
The Impact Of Stories On Economics
The CAPE ratio only forecasts about a quarter of the variance of long-term stock market returns. But from today’s CAPE ratio, which is near 30, there can be returns of 4.5% a year for the next decade.
Emerging Markets And Political Dynamics
Emerging market central banks have cut interest rates aggressively with a lack of inflation pressures.
An Economic Update From Chicago Fed President Charles Evans
GDP growth may lead to more of a tightening stance for monetary policy than an accommodative stance of cutting interest rates.
An Interview With The Fed’s James Bullard
The relationship between unemployment and wage pressures has broken down in recent years due to many forces, the most important being the stability of inflationary expectations.
The Macroeconomic Guessing Game
If central banks decide they cannot go any more negative with interest rates, we are likely to see a sharp move higher in rates.
1 to 16 of 50 Posts