🔒 The Federal Reserve is deflating financial bubbles, without a crash
The Federal Reserve has not had much success in reducing inflation – yet its monetary tightening approach is having great effect in deflating asset bubbles.
The Federal Reserve has not had much success in reducing inflation – yet its monetary tightening approach is having great effect in deflating asset bubbles.
London-based Mark Perchtold presents the counter view, that it is time to start accumulating beaten-down Big Tech stocks.
The argument for holding cryptos is as true today as it was just over a decade ago at the birth of Bitcoin: it has been unrivalled in its deflationary power.
A year ago, Cathie Wood managed more than $60bn. Now the rock star money manager of the New Age faces the toughest battle of her career.
Traditionalists believe inflation in the US (and hence the world) has become endemic and will overturn the investment thesis of the past three decades.
Kganyago dismissed suggestions the central bank’s inflation-targeting mandate be broadened and that it undertake QE to support SA’s ailing economy.
Rhandzo Mukansi from Futuregrowth takes a peek at what has been going on in the global bond market and says South Africa’s fiscal situation is deterring investors despite the good yields.
As an investment house, Grindrod Asset Management believes that the investment industry is often preoccupied with short-term risk and return.
Brian Kantor says Central Bankers are perhaps promising more than they can hope to deliver, and so putting the limelight on themselves.
China’s total debt rose to a record 237 per cent of gross domestic product in the first quarter, far above emerging-market counterparts.