Regular readers will know that the articles published here are but a small subset of the detailed work I undertake to analyse economic and political developments and their effects on markets. In order to give some idea of the scope of this, presented below is an archive of past issues of the Austrian School-informed, in-depth monthly publication, ‘Money, Macro & Markets’ in addition to which I compile twice monthly updates as the ‘Midweek Macro Musings’ which are also made available on a complimentary basis to subscribers to the former letter.
September 2016 – US equity (over)valuation: Eurozone policy overkill: Japan’s dire fiscal status
July 2016 – Liquidity traps: Post-Brexit UK: Chinese credit
June 2016 – US Labour Market: Productivity Unpuzzled
May 2016 – IMF Ship of Fools: China the Next Sucker
April 2016 – UK deficit – Fred Karney’s Circus: China’s Drain: US – All in Order
March 2016 – ECB Overkill: The Farm Patch goes Oil Patch: Beijing Fingers in the Dam: Drilling Down
February 2016 – China Hopium Wars: USA Top-end Teetering: Saudi’s Empty Quarters: Is Cheap Oil Good?
January 2016 – China promises reform (again): The Fed finally does it: Carney sees no signal: ECB running out of debtors
November 2015 – Hocus Pocus: UK Sells the Family Silver to Europe: USA ABCT: China JIitters
October 2015 – Against Stupidity: Tail-chasing at the Fed: Lipstick on the Chinese Pig: Stocks (& Bonds) for the Long Run
September 2015 – Mississippi Bubble Chinese-style: Reserves & Repos Cheatsheet: Shuddup, already!
August 2015 – China’s Fake Boom: FRB Wash, Spin, Repeat: UK World per capita Deficit Champs: Euro Money Explosion: Real Commodities still not cheap
July 2015 – China & the Water(ed) Margin: Spending the Swiss Hoards: Behind the Fed Curve: CPI Mania goes Global: US Equity Valuations
June 2015 – China Running to Stand Still: USA Fewer Grasshoppers per Ant: UK New Regime, Old problems: Europe’s Rational(ized) Bubble
For subscription details, please refer to the HindeSight Letters page.