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Daniel Lacalle

PhD Economist, Fund Manager
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Daniel Lacalle is a PhD in Economy and fund manager. He holds the CIIA financial analyst title, with a post graduate degree in IESE and a master’s degree in economic investigation (UCV).
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17 to 32 of 197 Posts
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Central Banks Brought Excessive Inflation. Now They Bring Stagnation.
Sunday, December 17, 2023 3:01 PM EDT
Although the Federal Reserve and the European Central Bank’s message regarding interest rate cuts seems clear, reiterating their commitment to reducing inflation, the market is expecting between five and six interest rate cuts.
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Why The Falling Money Supply Hasn't Yet Created Big Job Losses
Saturday, December 16, 2023 4:43 PM EDT
The year is ending with a significant level of optimism among investors, focusing on an expected string of rate cuts from the Fed and an estimated economic soft landing.
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Market Euphoria Is Based On Three Dangerous Myths
Monday, December 4, 2023 7:45 AM EDT
The world equity markets ended November with their biggest monthly rally in three years.
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Fed Rate Cuts Will Not Save The Economy
Monday, November 13, 2023 4:56 AM EDT
Market implied Fed Funds rate discount a string of cuts starting in January 2024 and culminating in a 4.492 percent in January 2025. These expectations are based on the perception that the Federal Reserve will achieve a soft landing with inflation.
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The Eurozone Disaster - Between Stagnation And Stagflation
Monday, November 6, 2023 8:17 AM EDT
The Eurozone economy is more than weak. It is in deep contraction, and the data is staggering.
In this article: EZU
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U.S. GDP Hides Weakness Behind Massive Debt
Monday, October 30, 2023 6:35 PM EDT
The United States is borrowing its way to disguise recession.
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The United States Deficit Road To Ruin
Sunday, October 22, 2023 1:59 PM EDT
According to the U.S. Treasury, year-end data from September 2023 show that the deficit for the full year 2023 was $1.7 trillion, $320 billion higher than the prior year. As a percentage of GDP, the deficit was 6.3%, an increase from 5.4% in FY 2022.
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Geopolitical Risks May Accelerate A Debt Crisis
Sunday, October 15, 2023 8:30 AM EDT
In an inflationary crisis, the government should reduce expenditures, while also anticipating a significant increase in borrowing costs. However, the US administration is ignoring all the warning signs, continuing to borrow at a record pace.
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Israel War Adds To Global Turmoil
Sunday, October 8, 2023 3:59 PM EDT
The surprise terrorist attack on Israel by Hamas has created a new geopolitical crisis with many unexpected implications. In markets, the Key Tel Aviv share indices declined around 7% and sovereign bonds slumped by 3% after the attack.
In this article: OIL
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The U.S. Government Shutdown Is Not The Issue; Public Debt Is The Problem
Monday, October 2, 2023 6:00 AM EDT
The problem in the United States is not the government shutdown but the irresponsible and reckless deficit spending that administrations continue to impose regardless of economic conditions.
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The Dangerous Myth Of Soft Landing
Sunday, September 24, 2023 9:16 PM EDT
The reason why most economists believe in a soft landing is simply because rising fiscal and debt imbalances have not generated a significant impact on the broad economy. And they may be right to believe there will not be a recession soon.
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Argentina - Dollarization Is Viable And Urgent.
Sunday, September 10, 2023 7:54 AM EDT
The viability of a currency change and the loss of “monetary sovereignty” are frequently discussed in the argument over dollarization in Argentina, but the most crucial aspect is sometimes overlooked: the peso is a failed currency.
In this article: CYB, GLD, UUP
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The Eurozone: An Example Of Failed Keynesianism
Monday, September 4, 2023 5:45 AM EDT
The Eurozone economic figures show the risk of stagflation, and the short-term impact is clear in Germany and France, but it extends to the rest of the countries.
In this article: EZU
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Milei Is Not Argentina’s Problem, Socialism Is
Sunday, August 20, 2023 7:29 AM EDT
The Central Bank of Argentina does not have to devalue the peso due to the victory of Javier Milei in the primaries. The Central Bank of Argentina and the Peronist government have been devaluing the peso and sinking the currency for years.
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The European Energy Crisis May Be Back Soon
Monday, August 14, 2023 6:30 AM EDT
The energy crisis in Europe remains, and the problems of security of supply and affordability of the system persist.
In this article: EZU
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Optimism About Inflation May Be Premature
Sunday, July 30, 2023 3:25 PM EDT
Markets are pricing a rapid decline in inflation and the end of central bank policy normalization. However, there are challenges ahead that we must consider.
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17 to 32 of 197 Posts
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