Monthly Archives: April 2015
Is the US dollar uptrend over?
This week the downside break of the US Dollar uptrend seems to have been confirmed. As the direction of the US dollar is central to allocation across all asset classes this is worth a closer look. If you get the … Continue reading
Recession Watch
We now have 4 major economic indicators that are falling year-on-year at levels that have never been seen outside of a recession. http://www.zerohedge.com/news/2015-04-15/four-chartsmen-recession Furthermore, the Atlanta Federal Reserve’s GDPnow model is currently projecting Q1 GDP at around 0.1%, very close … Continue reading
“the set of financial market conditions that we deem” – NY Federal Reserve President Dudley
Central banks have created a new kind of bubble that is far more complex than technology stocks in 2000, or house prices in 2006/7. Those were hard enough for most investors, but now separating out what is real or fake, … Continue reading
US Economic Stagnation And The Way Forward
“Eating Our Seed Corn: The causes of U.S. economic stagnation, and the way forward” – John Hussman Deep and powerful analysis from John Hussman. The bullet points say it all, but the analysis reveals just how far economic policy has gone off the … Continue reading
