2021 Outlook: Will The Dollar’s Long-Term Devaluation Continue?
Capital flows drive currencies and capital is beginning to quit the US. The shadow that looms over the US dollar is the whopping US$5-6 trillion...
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TMI Snapshots: More Signs Of Pressure on Inflation Expectations, USD Upside, And A Silver Lining
Last week we highlighted
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Manufacturing & NFP Rebound in June, but Trump's Poll Numbers Are in the Doldrums
The spectacular manufacturing rebound in June 2020, and the record 4.8 million net increase in non-farm payrolls, suggest that the recession will...
323 Views
Smartkarma Webinar | Could Equities Just Keep Rising? Actionable Analysis of Global Liquidity Flows
In tomorrow’s Smartkarma Webinar, Michael J. Howell will discuss international flows of liquidity and capital, with a particular focus on China’s...
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Three (Dangerous) Non-Consensus Thoughts
The World economy will progressively struggle back to work over the next 3-6 months. The recovery is starting. Somethings will change, but many...
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