Home » Economics (Page 142)
Category Archives: Economics
Weekly Commentary: Peak Monetary Stimulus
Weekly Commentary: Peak Monetary Stimulus Not again. Bloomberg is referring to “the bond market riddle.” The Financial Times went with the headline, “US Government Bond Investors Left Bewildered by ‘Bonkers’ Market Move.” It’s been three weeks of declining Treasury yields in the face of robust economic data (and surging commodities prices!). Too soon to be […]
Rabo: We Are Edging Closer To A Biblical Commodity Price Increase Scenario
Rabo: We Are Edging Closer To A Biblical Commodity Price Increase Scenario We Need Some Serious Remodelling Yesterday’s Daily saw me float the model hypothesis that the Fed would like everyone to have all their money in stocks, so they would have a practical mechanism for inflating and deflating the economy above and beyond the […]
Warning! Massive Shortages Are Coming
Warning! Massive Shortages Are Coming “When the well’s dry, we know the worth of water” – Benjamin Franklin Out of stock, in low supply, sold out, shortages…get used to seeing the terms all over this year and next as the just-in-time manufacturing and distribution system continues to sputter. Several factors in Twenty-Twenty and Twenty-Twenty-One have caused […]
Population Crisis
Population Crisis QUESTION: Marty, do you think this Deagel forecast for a drop in population that is not explained is just taking your forecast for the conclusion of the Sixth Wave? GB ANSWER: I am not sure what they are referring to or how they arrived at that conclusion. Yes, I have said there remains the risk […]
Why Global Inflation Is About To Go Into Overdrive
Why Global Inflation Is About To Go Into Overdrive If you think inflation is already blistering hot – as most companies and survey respondents clearly do – and the worst case been largely priced in, with little inflationary upside left, think again. As Bloomberg notes, last week saw the Bloomberg Agriculture Spot Index rise by the most […]
Monetary Pumping and Resources
MONETARY PUMPING AND IDLE RESOURCES As a result of the recent strong stimulatory policies employed by the US government and the Fed, most commentators are of the view that the risk of a deepening slump in the US economy on account of the COVID-19 pandemic has now receded. Some other commentators are not so certain […]
Civil War is Coming – GLOBALLY
Civil War is Coming – GLOBALLY I have been in political meetings over the weekend. I cannot stress strongly enough that there are cracks appearing in this Great Reset Agenda. While Klaus Schwab’s evil dreams of redesigning the world may be spearheaded by corruption, bribes, and influence, the end goal is really not that distant […]
Producer Prices Surge. Germany, China, other Countries Are Now Exporting Inflation, Adding to US Inflation Pressures
Producer Prices Surge. Germany, China, other Countries Are Now Exporting Inflation, Adding to US Inflation Pressures Central banks still brush it off as just “temporary.” Producer prices of German industrial products in March rose by 0.9% from February, after having risen by 0.7% in February from January, and after having spiked by 1.4% in January […]
Stock Buybacks A Piece Of “Financial Engineering Game”
Stock Buybacks A Piece Of “Financial Engineering Game” In today’s market far too much has become based on financial engineering rather than making money. Prior to the Great Depression share buybacks and margin lending was a huge factor in lifting stocks to an unsustainable level. We must remember this today because for years we have […]
Signs, Signs, Everywhere Signs
SIGNS, SIGNS, EVERYWHERE SIGNS “Fools, as it has long been said, are indeed separated, soon or eventually, from their money. So, alas, are those who, responding to a general mood of optimism, are captured by a sense of their own financial acumen. Thus it has been for centuries; thus in the long future it will […]
A dangerous misunderstanding
A dangerous misunderstanding How much money should there be in the world? It is an interesting question; to which, at any time, there is a correct answer that is unknown to anyone. It is the amount at which money is able to perfectly perform its two key functions – being a medium of exchange and a store of value. […]
Whatever happened to that “imminent” banking crisis?
Whatever happened to that “imminent” banking crisis? In the aftermath of the 2008 financial crisis, many of us in the hedge fund industry expected continuing fallouts from the unresolved imbalances that were papered over with monetary and fiscal stimuli by governments and central banks. These measures failed to address, let alone resolve the systemic causes […]
It’s time to start thinking about inflation
It’s time to start thinking about inflation In the year 215 AD, the young Roman Emperor Caracalla, then just 27 years of age, decided to ‘fix’ Rome’s perennial inflation problem by minting a brand new coin. Caracalla’s predecessors over the previous several decades had ordered an astonishing debasement of Roman currency; the silver content in […]
With ‘Piecemeal’ Budget, BC Is Headed Towards Climate Failure, Critics Say
With ‘Piecemeal’ Budget, BC Is Headed Towards Climate Failure, Critics Say Province’s investments are ‘very, very small compared to the challenges.’ BC’s budget is a ‘missed opportunity to invest in things like a worker transition, electrifying the transportation sector and protecting our strongest environmental assets like old growth forests,’ says Green Leader Sonia Furstenau. This […]
The Taper Next Door: Bank of Canada Cuts Bond Purchases by 25%. Total Assets Drop by 13%. Rate Hikes Moved Forward, Possibly July 2022
The Taper Next Door: Bank of Canada Cuts Bond Purchases by 25%. Total Assets Drop by 13%. Rate Hikes Moved Forward, Possibly July 2022 Housing craziness is front and center. The Bank of Canada, which already holds over 40% of all outstanding Government of Canada (GoC) bonds – compared to the Fed, which holds less than 18% […]
