The difficult equation of how to keep the dollar as the global reserve currency and at the same time depreciate its value so that the US economy can regain competitiveness and reduce its trade deficits with the rest of the world is up to the Donald Trump administration – and all this against the backdrop …
Category: PUBLICATIONS
Renewable Energy Sources Industry: A Critical Analysis of Grid Stability and Environmental Impacts
The rapid global transition to renewable energy sources, particularly wind and solar power, has been widely promoted as a sustainable solution to climate change. However, this transition introduces significant challenges to grid stability, while also entailing serious environmental impacts that are often ignored in policy discussions. This article presents a comprehensive analysis of the often …
Nine indicators that indicate a high probability of an economic crisis in the United States
The financialization of the economy in the last quarter of the 20th century created a global “bubble” that is now bursting, starting with the United States. The 2008/2009 financial crisis in the United States and then the debt crisis in the Eurozone, with Greece as the main protagonist, were apparently only the first episodes of …
The appreciating yen and the depreciation of the dollar became a nightmare for Japan
As Donald Trump tries to weaken the dollar to boost the US economy and manufacturing, the Japanese yen is developing safe-haven behavior faster than Tokyo policymakers would like – causing monetary policy turmoil in Asia’s second-largest economy. The extent to which the US president’s trade war is hurting confidence in dollar-denominated assets can be seen …
Central banks are geometrically increasing their purchases of gold and are abandoning the dollar
Record gold purchases by central banks signal a major shift in the monetary order – a shift in foreign exchange reserves and significant cracks in the dominance of the US dollar. Last week, the price of gold soared to another record high. While much of the buying has come from investors seeking safety in safe-haven …
The Global economy reaches the “limits of growth” closing a 200-year Global Wealth cycle – The new Historic Wealth cycle
The global economy is at a major crossroads, and we must prepare for rapid economic change. The world is moving from having enough goods and services for everyone to not having enough to meet needs. The dynamics of the economy are very different when there are not enough goods and services for everyone. The sought-after …
Do stock option programs distort valuation ratios?
The distribution of shares, usually free of charge, to business executives is experiencing a great boom, as a reward for the work they have done in previous years. As a move, it is considered positive, both by investors and analysts, as long as not only executives are rewarded, but also shareholders. This is because it …
How will the “punishers” of the bond market be eliminated in 3 moves? The battle for the 10-year
Donald Trump’s retreat, as many mainstream media outlets have pointed out, was not so much driven by the bloodshed on Wall Street as by the reaction of the so-called “punishers” of the bond market (please read also the analysis titled “Tariffs and the $3 trillion held by Asian central banks that make them punishers in …
The devalued dollar will cause prices to soar in all commodities
Should we get used to the idea that financial markets are operating on the back of a weak dollar? This is the biggest reversal of conventional investment wisdom since the end of World War II. The dollar has weathered many crises, of course, but this time the stakes are high! What is particularly noteworthy – …
The trade war is becoming monetary – Dilemma whether to devalue their currency
Uncertainty over US policy has led to a flight from the dollar and US bonds, with the dollar index down more than 9% so far this year. The dollar’s decline has led to other currencies appreciating against it, notably safe havens such as the Japanese yen, the Swiss franc and the euro. Currency depreciation is …