Category Archives: Media

Media

Video: Discussing US economy, Debt Ceiling, Europe and Banks

Interviews, Media

In this video, we discuss a few issues, including:

  • ECB is caught between a rock and a hard place with the Euro.
  • Strong Euro could derail the European Stock Market recovery. Bad for banks and inflation linked assets.
  • Reflation Trade is over. Inflation expectations falling in US and Europe
  • Market was too worried about the debt ceiling.
  • Expect less rate hikes from the Fed. Financial conditions easing. Buy US stocks
  • Oil below $50 in the middle of North Korea tensions and Hurricane Season means it will drift lower when things normalise
  • Tensions with North Korea will likely hurt global trade

Daniel Lacalle is Chief Economist at Tressis, SV a PhD in Economics and author of Life In The Financial Markets, The Energy World Is Flat (Wiley) and Escape from the Central Bank Trap (BEP).

Video: How Jackson Hole Rocked Consensus

Media

Yellen and Draghi seemed to say very little at Jackson Hole, but the market made a lot of assumptions.

In this video we explain how post-Jackson Hole, consensus is shifting towards believing in perpetuated loose policies, and the warning signs in oil prices falling in tandem with the US dollar as well as Gold.

Enjoy!

Daniel Lacalle is Chief Economist at Tressis, SV a PhD in Economics and author of Life In The Financial Markets, The Energy World Is Flat (Wiley) and Escape from the Central Bank Trap (BEP).