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

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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

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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