Global auto market heads for 5% fall as stimulus impact wanes
30th January 2017 by

2016 data highlights one startling statistic about the world’s Top 7 auto markets.  They are ...

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Trump and dollar strength will accelerate the Great Reckoning
12th January 2017 by

Corporate debt in the Emerging Markets highlights the impact of the Great Reckoning, with the US dol...

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Recession the base case scenario for 2017
9th January 2017 by

It is hard to be optimistic about the outlook for 2017. The good news is that policymakers are fina...

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Chart of the Year: US$, 10-year US interest rates begin to rise
21st December 2016 by

Last year it was the oil price fall.  This year, there is no doubt that the US dollar has taken cen...

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2016’s Word of the Year: “Impossible”
19th December 2016 by

Nobody likes change, particularly on the scale that is taking place all around us today.  Understan...

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Interest rate and US$ surge mark start of the Great Reckoning
21st November 2016 by

The bond market vigilantes are back.  And they clearly don’t like what they are seeing.  Tha...

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Budgeting for the Great Reckoning
31st October 2016 by

One thing is certain about the 2017 – 2019 Budget period.  “Business as usual” is...

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US 10-Year interest rates suggest Great Reckoning may be near
19th September 2016 by

 “History doesn’t repeat itself, but it often rhymes“, Mark Twain Bob Farrell of ...

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Investors panic in “search for yield” as interest rates go negative
7th September 2016 by

Its been a great few months for financial markets.  All the major markets have seen gains, as the ...

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US pensioners pay the price for Fed’s monetary policy failure
19th August 2016 by

There was one bit of good news this week.  For the first time since the financial crisis began, a G...

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