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China: A Deflating Dragon
Over the past three years, most American economists believed that a recession would be necessary to bring inflation down to…
Commodities
21 posts
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Riesgo y rentabilidad en los mercados emergentes
Hoy ha concluido en Kazán (Rusia) la cumbre de tres días del grupo BRICS de economías de mercado emergentes (EME). El grupo impulsado por Brasil, Rusia,...
público
Sell Bonds, Buy Gold?
Yes, that has been our advice since mid-August. Our August 19, 2024 Morning Briefing was titled, "Get Ready To…
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Big Mac Confirms Weak Global Economy Is Facing More Deflation
Consumers around the world have cut back on buying Big Macs at McDonald's. The company reported its first…
público
Bonos, petróleo, cobre, oro y dólar
Nos gusta comprobar periódicamente las correlaciones entre los mercados de renta fija, materias primas y divisas ....
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Copper, Oil & China
Is the global economy suddenly taking off? It seems that way given the sudden vertical ascent of several metals prices,…
público
'Knock On Wood'
Fed Chair Jerome Powell spoke at Stanford University today about the economy and monetary policy. He said, "I think…
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Market Call: Fed Choir All On Same Page
Fed Chair Jerome Powell spoke on Friday at an event at the San Francisco Fed. He repeated what other Fed…
público
Continue To Underweight Commodities & Emerging Markets In Global Portfolios
The global economy is growing, but at a slow pace. Much of the weakness is attributable to the recessions in…
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Oil's Slippery Slope
The Saudis are kicking the barrel down the road. Saudi Energy Minister Prince Abdulaziz bin Salman announced an extra 1…
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No Boom, No Bust
Our Boom-Bust Barometer (BBB) fell into an unprecedented abyss during the pandemic lockdown in early 2020 (chart). Our BBB is…
público
Why Is Gold Shining Again?
Gold is a commodity priced in dollars. Like other commodities priced in dollars, the gold price is inversely correlated with…
