Inflation is largely caused by the insatiable demand for energy and commodities in big, rapidly growing emerging economies. However, to cure the global inflation problem, adjustment is necessary in the […]
Once again, stock markets prove to be good (perhaps even the best) discounting mechanisms we know, predicting the direction of economic circumstances to come. Almost everywhere they are crumbling, and […]
Since it’s inception, this blog has vented the view that there seemed to be a dissociation between the real problems in the real economy, and the markets ignoring them. We […]
This little fact: General Motors (GM), the US car maker of which it was once said that if they sneezed, the American economy would have the flu, now is almost […]
To be honest, we are stunned, and that doesn’t happen often after watching the markets for several decades. Our Chinese supply chain management (SCM) software producer eFuture (EFUT) came out […]
Sometimes we prefer to be wrong. Since the inception of this website, we’ve argued here that the economy (the US economy, that is) is in worse, much worse shape than […]
There is a discussion going on in the media about whether, and if yes to what extent, the current boom in commodities (both soft and hard, that is, raw materials […]
We have discussed how the Fed and the Chinese central bank fared in the new climate with a more muted business cycle but much more economic instability coming from the […]
The signals that we’re in for some heavy whether are gathering pace. For a generation old enough to remember, things look quite familiar. It seems we’ve been here before..
It looks like we were right on topic with this one, as a discussion about whether central banks have to stop bubbles in their tracks seems to have started in […]