There must be something in the air this winter – something that is besides the whiff of climate cant and manufactured eco-hysteria emanating from Davos and all the other organs of bien pensanterie. For, everywhere you look, someone is going less than quietly insane, either cooking up or Swedish chef rehashing glaring errors of economic idiocy or […]
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It’s not Modern; it’s not Monetary; and it’s really not much of a Theory If ever there was a prime example of a belief in the Fairy Gov-a-Mother being mixed with a bad case of warmed-over monetary crankdom, the suddenly, newly- fashionable doctrine which masquerades under the portentous-sounding name of ‘Modern Monetary Theory’ – ‘MMT’, […]
When Fed Chairman Jay Powell cleared his throat to speak at the Council for Foreign Relations this week, the air was one of rapt attention. [To listen instead to my podcast on this, please go to CantillonCH at SoundCloud, or search Apple Podcasts and Spotify for ‘Cantillon Effects’]
17-06-07 WhyWhatWho Click to get a flavour of the way we approach both markets and macro-analysis,
For extensive samples of my work, please click the link to visit the True Sinews blog – newly updated with several new, in-depth analyses.
17-07-18 Relatives Just how out of line is the US stock market v-a-v its peers? Versus bonds? And what about commodities? Can things run on as they are or is it time to start thinking about a major re-allocation?Please click the link (in bold) to launch the video
Non-Farm Payrolls drew something of a yawn but, coupled with a look at how business revenues are faring, they do tell us that a little stress is building. Meanwhile, sterling seems to be without a friend in the world, not least back in Threadneedle Street. Please click the link for a special, complimentary edition of […]
Please see the page heading above which bears this title for a daily 2 1/2 minutes’ worth of reportage, commentary – and comedy – on the financial events of the day, as broadcast on World Radio Switzerland during its evening ‘Drive Time’ programme.
The following article is (after very light editing) something your author wrote early in October of 2008, when the padlocks on the Lehman office building doors were still swinging. The reader will, he hopes, find that most of the presentiments expressed and the analysis submitted sadly turned out to be more accurate than otherwise. It is […]