The global economy and the US$ – an alternative view
29th January 2018 by

Every New Year starts with optimism about the global economy.  But as Stanley Fischer, then vice ch...

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...

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...

Central banks’ reliance on defunct economic theory makes people worry their children will be worse off than themselves
27th November 2017 by

“Average UK wages in 2022 could still be lower than in 2008”  UK Office for Budget Resp...

Budgeting for the Great Unknown in 2018 – 2020
23rd October 2017 by

“There isn’t anybody who knows what is going to happen in the next 12 months.  We’...

The Great Reckoning for policymakers’ failures has begun
16th October 2017 by

Next week, I will publish my annual Budget Outlook, covering the 2018-2020 period. The aim, as alway...

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...

Chemical industry data shows reflation remains hope, not reality
31st July 2017 by

Western central bankers are convinced reflation and economic growth are finally underway as a result...

Political risk and interest rates rise in US, UK and Japan, as debt and dysfunctionality grow
17th July 2017 by

It was almost exactly 10 years ago that then Citibank boss, Chuck Prince, unintentionally highlighte...

“Exponentially rapidly rising or falling markets usually go further than you think, but they do not correct by going sideways”
3rd July 2017 by

Companies and investors have some big decisions ahead of them as we start the second half of the yea...

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