GFC2? Liquidity Crisis
This is a liquidity crisis, where fungibility disappears and Central Banks simply have to act Expect QE5 (we just had QE4), QE6 and others. US Fed...
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The 2020 Outlook: Trump’s Coming Landslide?
Risk On Global Liquidity rebound continues GLI 57.0 index (range 0-100) US Fed’s QE4 sees balance sheet growing 23% (ann.) clip. Set for US$5...
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Are Capital Flows Into The US Dollar Peaking?
This is a Risk-on market US dollar weakness could finally persuade the many risk-adverse investors to move risk-on US dollar weakness depends to...
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Geopolitical Comment: While Markets Are Hoping for US-China Mini-Deal, Turkey Is Playing with Fire
Earlier this month, the news that the US and China were nearing a limited trade deal returned optimism to the markets. At the annual IMF and World...
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Warren Clearly the New Front-Runner, as Trump Hurts Biden with Hunter Controversy
The 4th Democratic presidential debate left Elizabeth Warren (well to the left of George McGovern, who lost all but one state to Nixon in 1972) as...
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