Currencies

Executive Summary Does Powell Need To Channel His Inner Volcker…

In lieu of next week’s report, I will host a Webcast on Monday, June 27 to explain the recent market turmoil and how to navigate it through the second half of 2022. Please mark the date, and I do hope you can join. Executive Summary The recent sharp…

Executive Summary ECB & Inflation: Whatever It Takes? Pricey Industrials…

Executive Summary Autocracy Hurts Productivity Autocracy Hurts Productivity…

Executive Summary Is Relative Inflation Peaking In The US? Is Relative Inflation Peaking In The US…

Executive Summary Singapore stocks are at risk as an impending contraction in global trade will hurt this very open economy and its markets. The country’s foreign reserves are already shrinking as the balance of payments has slid into deficit. The…

Executive Summary The Efficient Market Hypothesis (EMH) is flawed. This Holy Grail of financial economics assumes that investors are a homogenous bunch with identical investment horizons, when the reality is that investors have a wide spectrum of time…

Listen to a short summary of this report.     Executive Summary Sentiment On Sterling Is Depressed Sentiment On Sterling Is Depressed…