Oil prices break out of their triangle – downwards
27th August 2014 by

The Great Unwinding of the central banks stimulus policies is underway, as discussed last week.  Oi...

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The Great Unwinding of policymaker stimulus has begun
18th August 2014 by

Large economies are like supertankers.  There are no brakes to use if you want to change direction ...

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An oil price fall would tip the world into deflation
18th July 2014 by

The blog found it hard to believe, when it started to research for Boom, Gloom and the New Normal, h...

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Oil price costs remain close to 5% of global GDP
15th July 2014 by

Oil markets have been driven by speculative excess since 2009.  None of the factors that were suppo...

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Will 2014 be a repeat of 2008, but worse?
7th July 2014 by

Will 2014 turn out to be a repeat of 2008 for the US economy? 6 years ago, after all, not a single ...

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Bond investors embrace the 3 Normals
1st July 2014 by

Sometimes the blog gets lucky with its timing.  That was certainly the case when it spoke to the wo...

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‘Bubble, bubble, toil and trouble’ as China, West’s policy diverge
23rd June 2014 by

Sometimes its good to take a step back from the day-to-day markets, and focus on the bigger picture....

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China’s earthquake opens fault-lines in debt-fuelled ‘ring of fire’
19th June 2014 by

We can all hope that China’s ‘collateral trade’ turns out not to be as big a probl...

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Network effect leaves central banks fighting the real world
9th June 2014 by

The blog first learnt about the network effect in the late 1990s, during the successful launch of th...

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Financial market melt-up takes S&P 500 to new record
6th June 2014 by

A year ago, the blog suggested that financial markets were reaching their most dangerous ‘melt...

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