Some readers may be interested in putting a voice – and even a face – to the author. Below are links to three recent audio-visual publications in which I discuss US & Chinese macro as well as the interrelations between the three great asset classes of stocks, bonds, an commodities. Following on is a wider sampling of my views.
US GDP: Where’s the Beef?
Asset Allocation: Everything’s Relative
Chinese Credit: Who’s paying for that?
China Redux: Overbalancing
If that has not entirely sated your appetite, next is a trio of recent appearances with Jeremy Naylor of IG Live, starting with one at the end of last year:-
China storing up trouble
10 Years on and still it hasn’t sunk in
20 Years of BoE ‘independence’: Mission Creep and Hubris
[That last earned me a quick interview on BBC World News on the same topic which sadly I am not allowed to post]
Life after QE
A few from the past year,courtesy of Jeff, Karen , Steve and Lousia at CNBC Squawk Box:-
For all the noise, oil is a range trade
Why aren’t US rates higher?
Brexit: Turn the UK into Switzerland
Post Brexit: Carney driving capital flight to the airport in a limo
China stretching the limits of credit creation
Germany in the wake of Merkel’s setback
And, finally, a more philosophical discussion with the estimable Tim Price on Tip TV:-
An Austrian in Bloomsbury Wonderland
Austrian Theory, Banking, Central banks, China, Commodities, Credit, Energy, Equities, Europe, Federal Reserve, Fixed Income, Forex, Gold, Japan, Macro, Money, Oil, USA, Yield Curve |
Bonds, China, Commodities, copper, Federal Reserve, Fixed Income, Forex, FRB, Gold, iron ore, Oil, P/S, PBOC, PE, Property, quities, Real estate, Stocks, US