Topic of the Year: Inflation, A Generational Shift in Fund Flows, Looking Forward to the US Dollar and Oil, and a Little Lykeion Fun
Real Yields, Debt, Strategic Petroleum Reserve, S&P Concentration, Fundamentals
Fertilizer Prices, Capital Goods Orders, Nuclear to the Rescue, Gilt's on the Move, Concentration of Media and Batteries
Remittances, Revenue per FTE, CAPEX by Industry, High Yield Debt with Negative Interest, Dying From... , Sub 3-Hour Flights
US Spending vs. Income, SPX:TLT, TSA Traffic, Generational Debt-to-Income, Google & Apple, Share Buybacks
If you believe in inflation or deflation, chances are, you're somehow right. For now. But we need to dive deep to figure out what the future holds for this 'debate of our time'
Global PMIs are closely correlated with growth in the global money supply. So we asked our contributor network why this matters, and their answers range from fundamental, to techinical, to philosophical (thanks Sune!)
Debt-Driven GDP, Financial Industry Penalties, Nuclear Power, Declining Energy Intensity, Gross Output, GDP per Capita, Loan-to-Deposit Ratio
We asked our contributor network why they believe the Inverse Head & Shoulders forming in the DXY matters. Here are their responses.