Revenge of the old economy
Prices in the real economy are lagging far behind prices on the financial markets. But with a historic amount of stimulus, focused increasingly on an ‘old school’ recovery, a catchup […]
Tag Archives: wages
Dovish Dots, but less stimulus the trend
After disbelieving the Fed for months, markets braced for a powerful message accompanying the first rate hike of this year. But that didn’t happen. One dovish hike and speech made […]
8 Charts to Show Inflation is not Dead!
Commodities are hitting new lows almost every day. Copper, nickel, oil, they have all gone down the drain. The obvious result: lowflation! In the last couple of years a major […]
Week End Blog – Record Highs & Record Lows
This week we got to see more amazing stuff in the European bond markets. The ECB started its massive QE program on Monday, and that didn’t stay unnoticed. Several research […]
Week End Blog – Tumbling Stocks, Growth Spikes and Yield Reversals
Coincidence or credible warning signal? Whatever it was, the fact is that high yield bonds sold off way before equities got crushed this week. This week is no done yet, […]
