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Daily Archives: December 11, 2014
QE bubble bursts in energy credit markets
Over the past 5 years, aggressive central bank ‘stimulus’ policies have fuelled a rampage of cheap money into many asset classes, forcing prices up and income yields down. A prime beneficiary of the ‘free money’ orgy has been speculative grade … Continue reading
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‘Silent commodity crash’ and bond yields signal global recession
The US is the world’s largest economy. Even so, $16.8 trillion in 2013 represents just 26% of the 75 trillion global GDP. It is not an island that can drive global growth unilaterally. CNBC contributor Ron Insana explains how a … Continue reading
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Weak demand and excess supply deflating commodities
Many people are talking about the supply glut while ignoring the mean reversion of global demand now underway. Both are working prices lower. Andy Xie, independent economist, weighs in on oil’s plunge, as demand wanes in China. Here is a … Continue reading
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