The investor who anticipated the return of inflation now sees a paradigm shift in the economy
After years (decades) of price stability and little change in prevailing trends in the economy…
economy
A financial black hole is sucking in central banks
Nothing can escape the gravitational pull of zero rates, and monetary policy will soon swing…
Japan’s machinery orders fall, overshadowing investment rebound prospects
The Japanese economy goes back into crisis. Japan’s basic machinery orders fell for the first…
What President Joe Biden Must Solve
Joe Biden elected president of the United States. Trump’s victory four years ago took everyone…
Fed studies measures to reactivate the economy but urges to increase public spending
Fed guarantees its support for the recovery but asks Congress for more stimulus. Two days…
China, the big lie
China that aspires to be number 1 will suffer for its lies. I acknowledge that…
Flexible funds and the death of ‘value investing’
‘Value investing’ has entered a phase of decline. The coronavirus crisis has left important lessons…
Recovery has begun, but is extremely uncertain
Slow and risky recovery. “The recovery in the economy is extraordinarily uncertain and will largely…
Germany approves new economic stimulus
1.3 billion euros of economic stimulus for Germany. Chancellor Angela Merkel’s ruling coalition agreed on…
The rescue of the zombie sectors
Governments want to solve this crisis with more debt, more taxes and assistance to the…
Chinese industrial production registers its first increase in 2020
According to official government data, Chinese industrial production grew in April. Output from China’s factories…
A month with the world economy stopped
After a month of pandemic and still with many doubts the world economy stopped. I…