My own view is that the US is better positioned this time around but that won’t save us given it blows DXY sky high causing its own crisis everywhere else.
As for long-term inflation, the jury is still out for me…
David Llewellyn-Smith is Chief Strategist at the MB Fund and MB Super. David is the founding publisher and editor of MacroBusiness and was the founding publisher and global economy editor of The Diplomat, the Asia Pacific’s leading geo-politics and economics portal.
He is also a former gold trader and economic commentator at The Sydney Morning Herald, The Age, the ABC and Business Spectator. He is the co-author of The Great Crash of 2008 with Ross Garnaut and was the editor of the second Garnaut Climate Change Review.
He is also a former gold trader and economic commentator at The Sydney Morning Herald, The Age, the ABC and Business Spectator. He is the co-author of The Great Crash of 2008 with Ross Garnaut and was the editor of the second Garnaut Climate Change Review.
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More on war and interest rates
My own view is that this is wrong. I do not think
The end of the Great Moderation?
TSLombard with a note. This goes to whether
Global PMIs crater
Things to note include: Inventories to new
Global inflation still climbing
Pandemic inflation has topped and is about to
Marc Faber pulling no punches…
https://www.abc.net.au/news/2022-05-04/investing-when-interest-rates-are-rising-marc-faber/101034034
Got to like a bloke who lights a durry during an interview….respect.
https://www.youtube.com/watch?v=Xr4mIhaLsx8
Good links thanks.
Roubini is a moron.
Ah if only I could be as moronic and have a scorecard like his.