What to expect from Central Bankers
The Federal Reserve continues to tighten and other Central Banks will follow The BIS expects stocks to lose their lustre and bond yields to…
Read MoreEconomic Cycles
Kevin’s Excellent Speech at the Mises Institute
The Looming Mortgage Liquidity Crisis
By Doug French Every 10 years or so there is a banking crisis. We are due. However, the furthest thing from most people’s minds with…
Read MoreStockman: Now It Begins—America’s State Wreck Gathers Steam, Part 1
Now it begins. They bought the February 8th dip just like the previous 40 odd plungelets in the stock averages since the March 2009 bottom, expecting another…
Read MoreCurrency exchange value dynamics
In a recent article I postulated that the dollar could lose all its purchasing power with a rapidity that will come as an unpleasant…
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A safe place to hide – inflation and the bond markets
US bond yields have risen from historic lows, they should rise further, they may not The Federal Reserve is beginning to reduce its balance…
Read MoreThe Looming Crisis in the Private Provision of Public Services Close Parallels with the Systemic Failure of Banks
The collapse in January of Carillion PLC, the UK’s second largest construction and outsourcing company has attracted considerable media coverage. Carillion was principally engaged…
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A warning knell from the housing market – inciting a riot?
Global residential real estate prices continue to rise but momentum is slowing Prices in Russia continue to fall but Australian house prices look set…
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The truth about trade
The one subject, which became a headline issue last year, and even divides experts is trade. It will become increasingly important in 2018 as…
Read MoreOur Outlook for 2018 Interest Rates To Stay Low. The Consensus View is that Europe’s Banks are Recovering but we are Not So Sure.
by Gordon Kerr, Kevin Dowd and Cavin O’Driscoll, with Enrico Colombatto The Interest Rate Outlook Despite their shortcomings, European banks do not seem on…
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