Tag Archives | the Fed

Stock Market Threats Far Wider Than Just North Korea

By John Richardson

LAST WEEK’S steep fall in global stock markets was of course the result of rising US-North Korea geopolitical tensions. Some $1 trillion was wiped off equity values. We obviously all hope that the geopolitical tensions will ease.…

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China’s “Minsky Moment” And The Global Economy

By John Richardson

HYMAN MINSKY was an American economist who focused his career on studying the causes of financial crises. He developed what he called a ‘financial instability hypothesis” which was based on the notion that long periods of stability …

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Income Stagnation And The Impact On The Global Economy

By John Richardson

HAVE the post-Global Financial Crisis (GFC) economic stimulus policies of the Western central banks worked? If your answer is yes, you might be heavily influenced by your economic circumstances.

Those who are convinced that everything is working …

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Anger Grows In The US Over Lost Economic Opportunities

By John Richardson

THE US Federal Reserve is increasingly coming round to the understanding that demographics shape demand.

Last week I heard about a research paper from the San Francisco Fed that made the same arguments that we made in …

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US Long-Term Interest Rates Tell The Real Economic Story

TEN-YEAR US TREASURY RATES UP UNTIL DECEMBER 15 2015

By John Richardson

AN important article in the New York Times almost gets there, but like so much coverage out there, misses the crucial conclusion: Demographics drive demand and there is …

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Oil At $25 Or Even Lower By The End Of This Year

By John Richardson

AS most people react like a rabbit caught in a car headlight to the latest collapse in crude-oil prices, they need to take note of this: The long term average price of oil, adjusted for inflation, is …

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China Will Continue To Drive Global Deflation

By John Richardson

JANET Yellen has firmly signalled that US interest rates will be raised later this month for the first time since 2006.

There will be collateral damage, sure, as I discussed in September, most importantly because of the …

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Oil Prices: How To Avoid “Rear-View Mirror” Thinking

By John Richardson

EARLIER this year I said that crude prices in the region of $30 a barrel were perfectly possible. Now, rather belatedly I feel, Goldman Sachs and other some other analysts are waking up to this possibility, with …

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Another Round of Fed Stimulus Now Even More Likely

By John Richardson

I am becoming more and more convinced that more of Albert Einstein’s definition of insanity – doing the same thing over and over again, but expecting different results – is on the way: A fourth round of …

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China Webinar: Making Good Use Of Your Time

 

Click here to register and join me for a free 30 September Webinar on how to reshape your China strategy. Here are some the reasons why you should attend….

IT IS one of those plays that is almost too …

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