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. Read more
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. Read more
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. Read more
The U.S. Treasury Reimagined November 27, 2024 Categories: Central Bank, Credit, Economics, Economy, Federal Reserve, Gold, Monetary Policy, US Treasuries Out with the old, in with the new. Read more