inflation

The immediate problem is the excess capital investment and the costly maintenance of the projects it has spawned. Longer-term, Asia's growth prospects look good.

The financial repression that is being discussed is not in developing countries but in the advanced industrialized countries. The ostensible goal is to support the government bond markets. Moral suasion, the cajoling of investors are soft…

Although the overall reported headline rate for the GDP remained essentially unchanged, the numbers reflected somewhat weaker consumer contributions and anemic "real final sales".

"I don't want to see unemployment this high," Thomas Hoenig says. "But I also don't want to see it this high three or four years from now following another crisis because we were so impatient. That's a very hard trade-off and it's very…

The Bureau of Labor Statistics' Consumer Price Index (CPI) is probably the target of more anger than any government dataset. And certainly, it's not great at measuring inflation. But gauging inflation can be tricky; so today, I wanted to…

So, the data are weakening. What does that portend for the rest of the year? Lakshman Achuthan of the ECRI thinks it means a serious global slowdown. Below is a recent interview he did on Yahoo's Tech Ticker explaining why.

The separation of abodes from investments should work to the advantage of rentals in future years. We’re not suggesting that Americans will give up on single-family owner-occupied housing. The idea of a single-family home of your own is…

While many of our readers may not be particularly interested in Norway, two of our Casey Report investment picks are in the country - hence the quick update on the Norges Bank's (the Norwegian Central Bank) rate decision.

Financial repression leads to investors' leveraging up, moving abroad, moving out on the risk curve or moving into riskier asset classes. Apparently, Pimco is employing all of these strategies. Will it work, though? I say greater risk…

Is China currently rebalancing? The currency has been appreciating, the PBoC has hiked interest rates four times, and wages have been surging. Because of all of this I am often asked if China has finally begun the long-waited rebalancing…