It’s All Fun and Games Until Someone Gets Inflation
As far as I can tell, there are no consequences for inflation. Except the Bank of England’s famous statutory requirement to formally explain away high inflation in a formal letter…
Macroeconomic News: Insights into Economic Trends and Developments
The Fed Finally Admits It Is Clueless
These are the direct words from Jerome Powell at his recent ECB forum appearance, ‘We now understand better, how little we understand about inflation.’
Undersupply or Oversupply? The Hidden Property Statistics That Reveal the Truth
The thing is, what seems to be a shortage, with pressure coming from the property lobby to ‘increase supply now’, ignores one vital fact… We have plenty of supply.
Midas Bound
Like a good watchdog, gold protects against thieves and natural calamities. It drives off consumer price inflation and barks when it sees your house on fire.
Why Investors Can’t Afford to Ignore South East Asia and India
What do you think was the biggest factor to the pre-pandemic bull market? It’s a question I’ve been asking myself recently. If you go purely by the stats, then the logical answer has to be the FAANG stocks. This cohort of the US’s biggest tech stocks — Facebook (Meta), Apple, Amazon, Netflix, and Google (Alphabet) […]
The Two Es
The breakdown in the global supply chain can be summarised in two words: efficiency and energy.
