Browsing Tag

liquidity trap

Gold and the Punchbowl

I have just been listening to Ben Davies' podcast (see also FT Alphaville here) from Hinde Capital about the funding issues of the Japanese government and the points he makes are important. I have used the metaphor of Japan as a bumblebee…

Forex Drivers in Q3

As we begin the second half of what has already been a challenging year, it may be helpful to consider the potential drivers of the global capital markets.    As always, numerous factors have to be juggled.  Now however,…

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