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%...
262 Views
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...
461 Views
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...
738 Views
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...
494 Views
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...
703 Views