China Macro

China’s Descent Into Deflation – And Why That’s A Big Problem

*Previously posted at SpeculatorsAnonymous.com China’s economy has officially fallen into deflation – for the first time in two years. The...

Macro U.S. Economy

The Soft-Landing Mirage – These Indicators Reveal The Hidden Truth

*Previously published at SpeculatorsAnonymous.comOver the last month, it appears that the crowd has now taken a full swing from the...

Macro Rates U.S. Economy

Lessons We Can Learn from Knut Wicksell’s Natural Interest Rate Theory

Many financial pundits and analysts often only look at central bank interest rate hikes or cuts. As if it’s an...

Macro Market Overview U.S. Economy

Both Excess Savings And Bank Lending Have Plunged – And That’s Not Good

Back in March, I wrote about the pandemic-era excess savings glut and why it was premature to discuss an impending recession as...