Alasdair MacLeod Blog | Talkmarkets | Page 1
Head of Research, GoldMoney
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Alasdair has been a celebrated stockbroker and Member of the London Stock Exchange for over four decades. His experience encompasses equity and bond markets, fund management, corporate finance and investment strategy.

Articles

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The Stagflation Myth
Describing evolving inflationary conditions as stagflation misses the point about today’s inflationary conditions.
EC The Funding Challenges Ahead
The Fed will be faced with a bad choice: protect financial asset values and not the dollar, or protect the dollar irrespective of the consequences for financial asset values.
Economic Theory And Long-Wave Cycles
Sudden increases in the money quantity have disruptive effects on markets for goods and services and the behavior of individuals.
EC The Great Game Moves On
The world is rebalancing. Post-Afghanistan, American focus has switched to the Pacific; AUKUS is one example.
The Funny-Money Game
There is little doubt that the financial asset bubble will be burst by rising interest rates, which will be beyond the Fed’s control.
EC Inflation Is A Monetary Curse
Rising consumer prices caused by monetary expansion have driven real rates sharply negative and are leading to pressure for higher interest rates.
Eurozone Finances Have Deteriorated
Despite negative interest rates and money printing by the European Central Bank, having gone nowhere, Eurozone nominal GDP is even lower than it was before the Lehman crisis.
Market Report: Keynesian Fears Of Deflation
This week, gold consolidated the gains of the previous week after the dramatic sell-off on 6—9 August. In European trading this morning, gold was at $1785, up $5 from last Friday’s close.
The Dollar’s Debt Trap
A look at why fiat currencies have become joined at the hip to financial asset values. And why with increasing inevitability they are about to descend into the next financial crisis together.
The Problem With Climate Change Politics
Western economies have moved on from free markets to the point where they hardly exist in the true meaning of the phrase. Yet the state continually claims that it is free markets that fail, not the government.
The Extinction Of Gold Derivatives
This month marks the fiftieth anniversary since the last vestiges of a gold standard for the US dollar were abandoned.
Western Socialism And Eastern Capitalism
There has been a significant shift in geopolitics in recent months, with the US consciously deciding to withdraw from Asian conflicts, notably in Afghanistan.
2020—2022 Versus 1929—1932
Current levels of equity markets are not only divorced from their underlying economic and business realities but are repeating the madness of crowds that led to the Wall Street crash of 1929—1932.
LBMA Gets A Lifeline
The draft PRA rules complying with Basel 3 regulations have now been issued six months ahead of their implementation to allow banks to adjust for them in time.
The End Of The Bank Credit Cycle
The economic consequences of cyclical expansion and contraction of bank credit are the reason for booms and slumps dating back certainly to the Napoleonic Wars and possibly before.
Banking Faces Seismic Changes
The role of commercial banks in the global economy is changing, with lending to governments and their agencies now more important than lending to goods and services industries. It is a trend which is due to continue.
1 to 16 of 222 Posts
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