Tag Archives: EM

The Beggar’s Opera

Though a lot of hot money was poured into the trade in the last quarter of 2020, there is still much reluctance on the part of economists ā€“ always prone to a spot of Under-consumption fallacy ā€“ to wholly embrace the idea that prices are beginning to rise and that the path ahead is likely to be an inflationary one. That path will inevitably not be smooth, nor its ascent uninterrupted, but it is hard to see where we slow the climb or take a different turning ā€“ or even that sufficient will exists to choose that alternative were it ever to come up on our satnav.

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Where’s the Off Switch?

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Everythingā€™s Relative: US equities v the Rest

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

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Money, Macro & Markets – The Archive

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