Tag Archive: Deflation

Forex Thoughts : The Deflationary Mindset

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4 days, 2 major events and we had a topsy turvy month end into the last month of the year. The OPEC meeting on Thanksgiving started the ball rolling with no cuts to… Continue reading →

Bonds In Conversation : Oily Deflation Means The Best Assets In Life Aren't Free

Bonds In Conversation : Oily Deflation Means The Best Assets In Life Aren’t Free

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Markets are reeling from the OPEC decision which was already known a week ago but nonetheless still a confrontation of OPEC versus BoJ and the ECB. DEFLATION vs INFLATION And a wonderful solution… Continue reading →

Bonds In Conversation : Saving Is Good, Borrowing Is Bad 7

Bonds In Conversation : Saving Is Good, Borrowing Is Bad

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A mad week with markets suffering a huge loss of confidence in almost everything except the safest of stuff which is the irony because the less yield hungry you were, the more rewards… Continue reading →

Ad Hoc Commentary – jobs as the true antidote to low inflation in Europe

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“…Now that the Buba had ‘given’ green light for European QE, the only thing that we need to wait for is a low European inflation print. The Eurostat will give a flash estimate… Continue reading →