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No Seller, Let Alone China, Can Disrupt US via Selling US Treasury’s…But the “Why” Ain’t Good

No Seller, Let Alone China, Can Disrupt US via Selling US Treasury’s…But the “Why” Ain’t Good I often read that China may retaliate against US trade sanctions by further decreasing their US Treasury holdings, sending Treasury yields significantly higher, thus blowing out US deficit spending on interest payments.  Trouble is, Chinese Treasury holdings peaked in 2014 […]

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The Writing on the Wall

The Writing on the Wall Many times people’s eyes glaze over when it comes to macro analysis and I get it. Macro analysis is by definition: Macro. It’s like watching a glacier melt and it only becomes of concern when the glacier structure collapses and you just happen to be in front of it. And […]

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Albert Edwards on Trump’s Legacy:15% Deficits then a Deflationary Bust

Albert Edwards on Trump’s Legacy:15% Deficits then a Deflationary Bust Albert Edwards at Society General does not have kind words for Trump’s stimulus package. In his latest Email, Albert Edwards at Society General fires a shot at Trump’s tax cut. Edwards says the “fiscal expansion is probably the most foolhardy escapade in modern economic policy, […]

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The U.S. Deficit Is Beyond Control: Markets Don’t Like Long-Term Government Insolvency

The U.S. Deficit Is Beyond Control: Markets Don’t Like Long-Term Government Insolvency Economist John Williams sat down with USA Watchdog‘s Greg Hunter to discuss the dire state of the dollar and United States economy.  The monetary path the US is on is out of control, and the unwillingness of government officials to reduce the deficit and […]

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Olduvai IV: Courage
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