London house prices slip as supply/demand balances change
22nd July 2018 by

London house prices are “falling at the fastest rate in almost a decade” according to m...

Read
Financial markets party as global trade wars begin
3rd June 2018 by

More people left poverty in the past 70 years than in the whole of history, thanks to the BabyBoomer...

Read
China’s lending bubble is history
27th May 2018 by

As China’s shadow banking is reined in, the impact on the global economy is already clear, as ...

Read
US Treasury benchmark yield heads to 4% as 30-year downtrend ends
22nd January 2018 by

The US 10-year Treasury bond is the benchmark for global interest rates and stock markets.  And for...

Read
Chart of the Year: Bitcoin, the logical end for stimulus policies
18th December 2017 by

Last year it was the near-doubling in US 10-year interest rates.  In 2015, it was the oil price fal...

Read
China’s central bank governor warns of ‘Minsky Moment’ risk
13th November 2017 by

The world is coming to the end of probably the greatest financial bubble ever seen.  Since the fina...

Read
US tax cuts will fail as Trump’s demographic deficit replaces Reagan’s demographic dividend
6th November 2017 by

No country in the world now has a top quality pension system.  That’s the conclusion from the...

Read
Interest rates and London house prices begin return to reality
2nd October 2017 by

Global interest rates have fallen dramatically over the past 25 years, as the chart shows for govern...

Read
Investors ponder further shocks after North Korea jolt
14th August 2017 by

Interviewed for this Reuters article, I suggest today’s low levels of market volatility coul...

Read
London housing market hit by Brexit, China’s capital controls
6th March 2017 by

London’s housing market was always going to have a difficult 2017. As I noted 2 years ago, dev...

Read
Jump to page: