In the financial world, it has long been believed that the United States will always be able to pay off its government debts. This confidence in US financial strength is not surprising as it has the power to print the main reserve currency. This [...]
985
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August 2 2021
Summer break does not exist - Monthly macro forecast
August is considered a quiet month in the markets. However, this opinion is incorrect. In August 2011, the markets experienced chaos with the increase in the debt ceiling, i.e. the statutory limit on the amount of debt [...]
461
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7 March 2021
Are we in danger of stagflation? [Market comment]
Today we will discuss the situation in the debt market, which is crucial for all other markets. Besides, we'll talk about stagflation. We have touched upon the topic of inflation many times, so today we will go a step further. Our considerations in this [...]
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November 30 2020
Why did the Federal Reserve love high inflation?
Today I would like to present you some solid conclusions on the topic of price increases. Nevertheless, the statement about loving may of course be too controversial.