Tag Archives: lockdown

Banking, Central banks, China, Commodities, coronavirus, COVID19, ECB, Equities, Europe, Federal Reserve, Forex, Gold, Government, Inflation, Japan, Macro, Metals, money supply, Revenues, Tech, UK, USA

The Fall Approaches

Posted on by Sean Corrigan

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It’s not just the leaves that often turn when the year begins, with gathering pace, to slip towards its chilly end. Markets often do, too.

Given this backdrop, the sell-off in the Nasdaq – in the marvelled-at ‘Growth’ stocks, in the FAANGs, and in Tesla – comes at a moment which is particularly intriguing for reasons which go far beyond whatever coup SoftBank may or may not have attempted and whether those irritating Lockdown Livermores have finally gotten their comeuppance.

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Credit, Energy, Equities, Fixed Income, Gold, Inflation, Metals, Uncategorized, USA, Yield Curve

Hoping for Growth. Searching for Value.

Posted on by Sean Corrigan

Thanks very much to my old friend, Steve Sedgwick at Squawk Box Europe for the chat this morning. We looked at Growth v Value, the US v ROW, we touched on bonds and borrowing, money supply, inflation, lockdown, commodities & gold – all in under 10 minutes!

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Bank of England, Central banks, COVID19, CPI, ECB, Economics, Federal Reserve, Fiscal policy, Government, Inflation, Japan, MMT, Money, Productivity, UK Treasury, US Treasury, Wages

After the Fall of Caffa

Posted on by Sean Corrigan

While politicians anxiously check the shifting weather-vanes of public opinion and scientists squabble over facts as well as interpretations, central banks are resolutely doing what they do best – wildly exceeding their briefs and trying to drown all problems in a flood of newly-created money. As ever, the underconsumptionists worry that a lack of demand will usher in deflation, in spite of all such efforts. Some of us, however, worry more about what it will do to supply. Here, we explain why.

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