- MoF Spent ¥6.3 Trillion on Intervention in October
- September Production Index Falls 1.6%
- Nikkei: One in Three Listed Companies Revise Up Guidance Because of Weak Yen
- Government-Private Sector Fund to Buy Old Semiconductor Factories
Macro Institute 2 co-founder and president Julian Brigden and Harris Financial Group managing partner Jamie Cox gives the latest market outlook on ‘Mornings with Maria.’
Most developed – and even developing markets – are going off a demographic cliff. Geopolitically induced re-onshoring will lean on technological advances. Robots are the future of productive labour. The next phase will be the golden one. Revisit Futurism for darker long-term outcomes.
Which economic indicator is the most reliable for confirming we’re in a crisis? According to Verdad Capital founder and portfolio manager Dan Rasmussen, it’s high-yield spreads. Identifying the key relationships across the globe isn’t hard. Formulating an approach that surfaces alpha when spreads spike is where it gets difficult. Per Rasmussen, the best way to act in such environments is through small-value equities. Rasmussen explains why it makes sense and how to time the trade in a captivating episode of The Next Big Trade.
Listening to Madam Lagarde this morning, we were struck by the fact that finally, but without explicitly using the word, the ECB economic outlook is shifting inexorably towards stagflation. Hence the reference to broadening price pressures and rising wages, together with growth risks that are slated to the downside.
Ted Oakley interviews Julian Brigden of Macro Intelligence 2 Partners to talk about inflation, interest rates, markets, and the economy.