Thursday, August 31, 2017

Radio Show Notes: US GDP/ H Harvey and No Tax Reform

Many think that US growth momentum is rising; we think that it is losing steam at the margin. Hurricane Harvey's economic effects are like those of... Read More >>

Thursday, September 08, 2016

Radio Show: USA and EU

Why we get mixed signals from America's economy - and terrible vibes off Brussels' Diktats.  USA The latest Federal Reserve Beige Book re... Read More >>

Thursday, September 01, 2016

Radio Show: The RMB and the Hang Seng Index

  A rising Fed Funds rate will depress the RMB, further propelling our Hong Kong stock market. HONG KONG STOCKS Hong Kong has ended the m... Read More >>

Thursday, February 12, 2015

China's January prices: Does inflation equal demand?

Globalisation means stronger growth AND lower inflation. The resulting excess supply of money bodes well for asset markets. January inflation.... Read More >>

Tuesday, December 09, 2014

Submerging markets' worsening Economic Time

Take-aways.  On 29th November we released pixels  arguing that a) a weaker oil prices drives up the dollar and b) a stronger do... Read More >>

Saturday, November 01, 2014

Yen/Dollar: Exporters and sector strategies

Japan's monetary base.  As you know, just this Thursday the Bank of Japan (BoJ) decided to expand its monetary base by an average 24%, to... Read More >>