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Markets Better Prepare for Stagflation

April 25, 2018

Markets Better Prepare for Stagflation By all metrics, prices are heating up. But the same can’t be said for economic activity. Pray for Jerome Powell.     Photographer: Andrew Harrer/Bloomberg Investors better wake up to the growing risk of stagflation. The coming weeks promise to deliver the verdict on how they should be positioned. By […]

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Interest Rates and Gold

April 8, 2016

INTEREST RATES AND GOLD It is commonly assumed that the gold price and interest rates move in opposite directions. In other words, a tendency towards higher interest rates is accompanied by a lower gold price. Like all assumptions about prices, sometimes it is true and sometimes not. The market today is all about synthetic gold, […]

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Ed Butowsky: Calculating The True Cost of Living

March 21, 2016

Ed Butowsky: Calculating The True Cost of Living Why it’s much higher than we’re told/sold  Over the past decade, we’ve been told that inflation has been tame — actually below the target the Federal Reserve would like to see. But if that’s true, then why does the average household find it harder and harder to […]

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Norway’s Interest Rate Conundrum

March 12, 2016

Norway’s Interest Rate Conundrum Current Situation  The ECB recently stimulated more than expected, cutting rates by five basis points and expanding  quantitative easing. It is already expected that Norges Bank (The Norwegian Central Bank) will cut rates next week, seeing accelerating inflation as temporary. They have a 2.5% inflation target mandate “over time,” giving them lee-way. They see demand […]

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Forget Deflation. Stagflation Arrives in Canada

February 20, 2016

Forget Deflation. Stagflation Arrives in Canada Worst Plunge in Retail Sales since 2008. Inflation Whacks Consumers Retail sales in Canada fell 2.2% in December from November on a seasonally adjusted basis, but not adjusted for inflation, to C$43.2 billion. “Declines were widespread as lower sales were reported in 10 of 11 subsectors, representing 97% of […]

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A Contagious Crisis Of Confidence In Corporate Credit

February 14, 2016

A Contagious Crisis Of Confidence In Corporate Credit Credit is not innately good or bad. Simplistically, productive Credit is constructive, while non-productive Credit is inevitably problematic. This crucial distinction tends to be masked throughout the boom period. Worse yet, a prolonged boom in “productive” Credit – surely fueled by some type of underlying monetary disorder – can […]

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The Economist Rings Out Cognitive Dollar Dissonance

October 11, 2015

The Economist Rings Out Cognitive Dollar Dissonance Two years ago, prior to travelling to Sydney to present at the Annual Precious Metals Symposium, I prepared an article for the Gold Standard Institute Journal titled Cognitive Dollar Dissonance: Why a Global De-Leveraging Requires the De-Rating of the Dollar and the Remonetisation of Gold (see here). This article highlighted the growing […]

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Brazil Throws In Towel On Budget; Citi Compares Fiscal Outlook To “Bloody Terror Film”

August 31, 2015

Brazil Throws In Towel On Budget; Citi Compares Fiscal Outlook To “Bloody Terror Film” Late last week, Brazil officially entered a recession as the economy contracted 1.9% in Q2, a quarter in which Brazilians suffered through the worst stagflation in over ten years. What was perhaps worse than the GDP print however, was budget data […]

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“No Recovery For You!” Brazil Officially Enters Recession, Goldman Calls Numbers “Disquieting”

August 28, 2015

“No Recovery For You!” Brazil Officially Enters Recession, Goldman Calls Numbers “Disquieting” Well, you know what they say: when it rains it pours, especially when you’re the poster child for an epic emerging market unwind and you’re suffering through the worst stagflation in over a decade while trying to clean up the feces ahead of the summer Olympics.. or […]

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“If It Looks Like A Duck” – The Man In The Moon: Part 2

June 3, 2015

“If It Looks Like A Duck” – The Man In The Moon: Part 2 In part 2 of the “Man in the Moon” series we look at Paul Volcker’s roundtrip – monetary policies and their impacts from 1971 through the Great Leveraging to today. Part 1 can be found here. If it Looks Like a Duck… […]

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“We Just Need To Print More Money” Bank Of Japan’s New Board Member Clarifies Endgame

February 7, 2015

“We Just Need To Print More Money” Bank Of Japan’s New Board Member Clarifies Endgame The Abe administration nominated a major proponent of reflationary (inflationary) monetary policy to the central bank’s board, buttressing Governor Haruhiko Kuroda’s efforts to save the nation from the dread of deflation. As Bloomberg reports, economist Yutaka Harada, who will replace Ryuzo Miyao, […]

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