Dear Reader, The Federal Reserve Bank did the unthinkable back in April. It unleashed US$3 trillion onto the financial system in less than three months. However, as Jim points out today, think of that money as a mere bridging loan for the US. Unemployment data is expected to rise for the US as of September […]
Jerome Powell has abandoned any care about inflation… The US Federal Reserve Chair confirmed this at this year’s (virtual) Jackson Hole summit. Stating that the Fed would no longer be strictly targeting an average 2% inflation rate for the US economy…
Dear Reader, A couple of weeks ago we touched on the stagflation puzzle. And then I deviated back onto gold. But today, it’s important to come back to the topic of stagflation. Depending on how long you’ve been subscribing to my daily musings, you’ll probably know I’ve spent quite a few years predicting a recession. […]
Dear Reader, Don’t move, don’t breathe…until the crisis is over. That’s roughly the translation from Spanish of something I’ve heard people say in Argentina several times. Argentina has had quite an economic history. It’s been in and out of crises for decades now — even though it has massive natural resources. They’ve gone through defaults, […]
It’s been an insightful week for Australia’s big banks. We now have the most recent results for all four of the major players. Each with their own challenges and upside to gleam. As the Big Four stumble, the new ‘neobanks’ can smell blood in the water…
We’ve all been amazed by the path of markets since the COVID crisis hit. A mind-bending crash and then a relentless rally after the US Fed rode to the rescue once again. What is going on!?!
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