Tag Archives: government

exploding inflation

Bonds: Negative yields say inflation is dead. Oh really….?

As more than 15% of the global government debt market enters negative yield territory we are truly living in extraordinary times. The corollary of those conditions is that the market is in effect pricing in no inflation. Oh really?

February 26th, 2015 by

Debt

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rates rocket

Bonds: The most important chart in the world today…

Lots to read on Greece, oil, corporate earnings and Apple but the critical driver of equities markets remains interest rates. Amid multiple headlines of central bank QE, rate cuts and record low yields you might want to watch this…..

February 11th, 2015 by

Debt

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explosive power

QEazy ECB: 5 thoughts as to what happens next….

Amazingly, we are in our 7th year of central banking assistance to financial markets but there is apparently still a need for an additional €1.2 trillion ECB balance sheet explosion . Here are 5 early WealthiFi observations…

January 22nd, 2015 by

Financials

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samurai

Hello 2015…Europe goes Japanese and then some!

Happy New Year WealthiFi readers. Well that didn’t take long; our previous views on Europe emulating Japan in financial gymnastics, but worse, were confirmed after just one trading day into 2015.

January 2nd, 2015 by

Editorial

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japan lab rat

Japan: The lab rat is experiencing confusion….

The Japanese stock market is hitting new highs as the Yen continues its slippage. However, the world’s most dangerous financial experiment is still struggling to deliver tangible reflation results.

September 19th, 2014 by

Debt

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hold Scotland

Hold, hold, hold……..Scotland!

My, my, my…..Queen Elizabeth’s United Kingdom is on tenterhooks as to whether 5 million Scots might choose to go it alone after 307 years. This writer’s sense is that it won’t but the devolution damage is done.

September 11th, 2014 by

Editorial

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china debt

China debt story bubbles away….

The WealthiFi site is peppered with China debt updates but we were half expecting a bit more news flow this summer. So far, not so much but the $14 trillion corporate debt story isn’t going away..

July 17th, 2014 by

Debt

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eu flag

Euro financial union now complete?

These are dizzying days for observers of once struggling peripheral EU sovereign debt markets. Portugal is on the cusp of a bail-out exit while yields on Irish, Italian and Spanish bonds hit multi-year or even all-time lows.

May 1st, 2014 by

Debt

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bond calls putin

Will Putin listen to the bond market?

President Clinton’s advisor James Carville has famously said reincarnation holds lots of opportunities to return with influence  “But now I want to come back as the bond market. You can intimidate everybody”.

April 15th, 2014 by

Debt

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frankenstein2

Japan’s Frankenstein economics experiment update….

WealthiFi readers will know we are keeping a close Q2 eye on Japan and the impact of its new sales tax. BOJ is holding firm and not expanding its asset buying programme so consumers are on their own for now.

April 9th, 2014 by

Debt

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