Tag Archives | the Fed

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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The Hypnotic Allure Of Emerging Markets

By John Richardson

A GLEAMING new skyscraper in downturn Beijing, Bangkok, Mumbai, Jakarta or Kuala Lumpur made for fantastic TV viewing, especially if a photogenic reporter was standing in front of such a building.

The reporter would then talk about …

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Six Big Risks Of Fed Rate Hike And Some Long-Term Realism

By John Richardson

IF you thought the 2013 Taper Tantrum was bad enough, I am afraid you have seen nothing yet. When the Fed finally does raise interest rates, either this year or next year, these are just six results:…

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Asian Ethylene Markets: What We Definitely Know

By John Richardson

FORECASTING the absolute future price of any petrochemical has always been difficult and if you are ever exactly right this will be down more to good luck than good judgement.

And the problem is that when you …

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The Real US Employment Story

By John Richardson

THE “Will they won’t they?” debate became even more intense on Friday following the release of the US Labor Department’s employment report for August.

Whether or not the Fed will raise interest rates in September, or at …

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