inflation

A BIG GOLD interview with John Hathaway, Tocqueville Gold Fund When John Hathaway spoke at the Casey’s Gold and Resource Summit in October, many of the audience came away feeling like they were listening to Doug Casey, with his contrarian…

by Win Thin There seems to be some policy uncertainty brewing in Turkey, which we view as negative for the lira. Today, central bank Deputy Governor Basci published a paper on the bank’s website that suggested a combination of interest…

Who am I? What is Money? The Fed is Here to Help. by Frederick Sheehan Frederick Sheehan is the author of Panderer to Power: The Untold Story of How Alan Greenspan Enriched Wall Street and Left a Legacy of Recession…

I was on BNN this past Friday talking to Howard Green about China, banks and GE. My comments were pretty near-term bullish on the whole regarding Chinese growth, bank dividends, and bank reforms. The longer-term is another issue. Here's…

We don’t want to get too caught up trying to guess the timing of the PBOC’s moves. Suffice to say that over the next year, it will continue to use a combination of policy rate hikes, reserve requirement hikes, and currency strength to help…

The Brazilian finance minister Guido Mantega continues to worry about the flood of money coming from Europe and the US and has said Brazil will take more steps to defend its currency. Mr. Mantega was quoted saying "With the situation…

by Marc Chandler Three observations to share about China, regarding purchases of Japanese assets, suspension of 3-year debt auction for tomorrow and rate hike possibility. First, Japan's MOF reported that China bought JPY262.6 bln of…

by Lars Schall Folker Hellmeyer, chief analyst at Bremer Landesbank, gave an exclusive interview to chaostheorien.de. Yesterday we ran the first part of that interview with his take on the so called “Currency Wars,”China's role as a…

This is a very good debate between Garry Shilling, a prominent deflationista, and Peter Schiff, a prominent inflationista, because it shows you the core substance of the arguments on the inflation-deflation debate. I am calling this one for…

Like gold, U.S. dollars have value only to the extent that they are strictly limited in supply. But the U.S. government has a technology, called a printing press (or, today, its electronic equivalent), that allows it to produce as many…