Recession Will Worsen This Quarter & Last into 3Q 2020 Despite Huge Fiscal Stimulus
Given the shambolic, disjointed US response to Covid-19, the US economy is likely to contract 20%QoQ in 2Q 2020 (far worse than 1Q 2020's 4.8%...
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Market Monitor: The Corona Carnage
Market was consolidating as the local outbreaks continue. We expect the worst (while hoping for the best). There are two uncertainties, in our...
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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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The Coming Capital Wars
Capital Wars have been accelerated by the coronavirus Global Liquidity has been compromised by the need to roll-over our huge debts World...
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Why The Latest Liquidity Crisis Means QE5 & QE6
QE5 is here (we just had QE4), QE6 is coming and probably others. Cutting interest rates is a bad move which could even destroy short-term...
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