In this interview we discuss:
- Central bank policies
- China
- European Union stagnation
- Rising imbalances and perpetuated overcapacity.
Category Archives: On the cover
Is there an imminent risk of recession in the US?
Is there an imminent risk of recession in the US?
There is a rising risk of recession, but we must also acknowledge that the fundamentals of the US economy are much stronger than those of the European Union or Japan.
The Curse of Negative Yields: The Recipe for Stagnation.
Junk In Your Pension. A Side Effect Of Financial Repression
There are many misconceptions about the collateral damages of financial repression. The first one is to believe that Central Banks monitor or react to financial risk accumulation. Policymakers tend to allow excessive risk-taking as a lesser evil side effect in their quest for inflation at any cost (read my paper). If asset valuations are somehow elevated, they expect a moderate correction to solve it.
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