FED – Cuts interest rates by 0.25% to a range of 4.25% to 4.50% – Forecast for two 0.25% cuts in 2025 December 19, 2024 The Federal Reserve (Fed) cut interest rates by 25 basis points to a range of 4.25% to 4.50%, confirming forecasts. At the same time,…
Anger over high cost of living has brought down 70% of governments in developed countries November 21, 2024 Donald Trump’s victory over Kamala Harris and the Democrats in the November 5 elections represents part of a broader phenomenon: Most governments in developed…
What will investors punish after the failure of the FED? November 14, 2024 A paradoxical phenomenon occurred in the course of US interest rate cuts: Instead of falling, they moved higher in the medium term. The Federal…
The Global Debt Crisis is just around the corner October 31, 2024 The bond market and dollar index have begun to sensitize to the potential implications of another Trump victory. The ten-year yield has increased by…
All roads lead to inflation – USA & EU on Japan’s path October 31, 2024 The recent 50 basis point rise in long-term bond yields began the day after the Fed cut interest rates by 50 basis points (base…
Money is credit – Currency depreciation is inflation & inflation is silent bankruptcy October 24, 2024 The increased prices constitute a “hidden” tax for citizens and a means of state control of economic activity. Let’s start with the prices Every…
The “Talented” Persistent Inflation that won’t go away October 17, 2024 Inflation in the US fell to 2.4% against forecasts for a slowdown to 2.3%. On the other hand, “core” inflation recovered to 3.3%, against…
China is offloading US debt ahead of November’s US elections October 10, 2024 China, a leading member of the BRICS group, has offloaded more than $21 billion in U.S. Treasuries since early 2024, a 12-year low for…
The price of Gold outperformed stocks in annual return (+27.1%) September 26, 2024 Spot gold prices closed Friday 9/20 at a new record high of $2,622 an ounce in New York, extending annual gains for the precious…