Author Archives: Danielle Park

Born of inflation mania and rampant speculation, the latest downturn in risk markets has been telegraphed by declining global inflation expectations (below since 1995) and falling Treasury yields since the end of March 2021. As noted in my partner Cory … Continue reading →

Government bonds and the US dollar are soaring today as risk markets tank across the board.  Deflationary forces are taking the upper hand once more.  Just the facts: “Industrial production is lower now than in March 2008…we may want to … Continue reading →

This far-reaching discussion is worth a listen…some humour too. In an exclusive interview that runs for nearly two hours, Grantham explains why he believes we’re in the late stages of another great bubble and his expectations for when it will … Continue reading →