Category Archives: Interviews

Interviews

Crude Oil Price 2019 & Insights from Daniel Lacalle

Energy, Global Economy, Interviews, On the cover

Crude Oil Price 2019 & Insights from Daniel LacalleKey Points Discussed (original link and summary by Richard Snow)

  • The Texas oil revolution
  • Diminishing effectiveness of monetary policy
  • Commodity prices and the Trade War ‘facade’
  • Perverse incentives and the inverted credit cycle
  • The Chinese debt load
  • Forecasts and trading strategies for 2019

Continue reading Crude Oil Price 2019 & Insights from Daniel Lacalle →

Last Year Was Not An Anomaly. Outlook For 2019: Trapped by Liquidity

Global Economy, Interviews, Media, On the cover

For 2019, the key factors that we need to think about are what is going to be the outlook on three levels: monetary, macro, and earnings. Watch my entire interview at Real Vision here. Continue reading Last Year Was Not An Anomaly. Outlook For 2019: Trapped by Liquidity →

Should The Fed Change Policy?

Global Economy, Interviews, Media, On the cover

Years of low rates reduced capital expenditure and fueled a dangerous bubble. Now, real investment is back. Gross fixed capital formation is up 8 percent this year after years of stagnation, and capital repatriation exceeds $300 billion. Continue reading Should The Fed Change Policy? →