Back in June I wrote about the prospects for inflation in the wake of global money supply growth. The deflationary forces of the pandemic and demographic aging still maintain the upper hand for now, but there’s a tug of war which governments need to win if debt is to be inflated away.
Back in March I wrote this article about the reversal of trends in globalisation. The reversal continues.
At the beginning on January I wrote this article for the AIER. Whilst much has changed, the trends have accelerated.
The Giant Debt-for-Equity Swap
I wrote this article in December 2019. Much has changed but with bond yields heading lower on the back of more QE, it still seems surprisingly valid.
LIBOR Is Out, SOFR Is in – What It Means
This article was published in October 2019 but hopefully it may still be useful, especially in these volatile times.
Demographic Decline: Opportunity or Threat?
A hopefully more balanced view of the demographic challenges facing developed economies.
The Economic Future of a Negative Interest Rate World
In this second AIER article I look at the wider implications of negative interest rates.
To read the previous article, please click here
The Pension Fund Apocalypse
This is the first of two articles about negative real interest rates.
U.S. Dollar Supremacy Could Quickly Fade
As you may have seen elsewhere I have recently been invited to contribute to AIER. This article was first published in June.
AIER also operate the Bastiat Society, a global network of business professionals committed to advancing free trade, individual freedom, and responsible governance. To find a chapter near you please click on the link below: –