A Time for Everything
January 20, 2025
Categories: Central Bank, China, Economy, Gold, Inflation, Stock Market, US Dollar
A new season arrives on this Inauguration Day.
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Sound Money
Perspectives on Money, Credit, & Financial Markets
Quarterly Market Report - Q1 2025
January 7, 2025
Categories: 2025 Outlook, Asset Allocation, Bond Market, Bonds, Cash, Commentary, Economics, Federal Reserve, Gold, Inflation, Markets, Monetary Policy, Stock Market, US Dollar, US Treasuries
Markets were positive in 2024 with liquidity moving higher. More volatility on the horizon for 2025?
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Central Bank Watch - December 2024
December 18, 2024
Categories: Bond Market, Central Bank, Credit, Economy, Government Bond Yields, Interest Rates, Monetary Policy, US Treasuries
Global interest rate cuts in full swing entering 2025.
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Japan - Land of Rising Debt
December 12, 2024
Categories: Japan, Central Bank, Fiat Currency, Gold, Government Bond Yields, Inflation, Monetary Policy
Lessons from financial repression in Japan.
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