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Velocity of Liquidity
Outlook six months
Apr 22
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Velocity of Liquidity
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November 2024
Euro Euro Euro
Dedollarising is removing the debt foundation.
Nov 25, 2024
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October 2024
Economists missed the cost of Immigration
Vigilantes are back to remind them
Oct 14, 2024
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Economists missed the cost of Immigration
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September 2024
Capital Flows
Some charts worth paying attention too
Sep 16, 2024
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Cheers -Nothing to See Here
Time for the pub to sit this one out
Sep 10, 2024
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Cheers -Nothing to See Here
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June 2024
Reality for Capital
Narratives are futile
Jun 19, 2024
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Reality for Capital
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October 2023
Capital Flows
5 Stages of change
Oct 18, 2023
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July 2023
Reshaping
Last Defence by The Fed
Jul 12, 2023
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Reshaping
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May 2023
Capital
Impacts
May 11, 2023
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Capital
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April 2023
The Most Important Market In The World - Oil
The Shift from Takers to Makers
Apr 12, 2023
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The Most Important Market In The World - Oil
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The Ultimate Price
Believing Entitlement
Apr 9, 2023
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The Ultimate Price
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March 2023
The Rising Sun
Powered by Kuroda
Mar 30, 2023
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The Rising Sun
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