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Another Look at Why the Return to Capital is Low

September 27, 2017
(summary of presentation  based on my book, Political Economy of Tomorrow, delivered to Bank Credit Analyst conference yesterday)

Alice laughed.   There is no use trying; she said, “one can’t believe impossible things.” I dare say you haven’t had much practice, said the queen.  When I was younger, I always did it for half an hour a day.  Why somet…
Another Look at Why the Return to Capital is Low Another Look at Why the Return to Capital is Low Reviewed by Marc Chandler on September 27, 2017 Rating: 5
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Dollar Builds on Gains

September 27, 2017
The Federal Reserve may not be on a coordinated campaign to convince the markets of a pending rate hike as it did so effectively in late February and early March.  But investors are getting the message.   The Bloomberg calculation of the odds of a rate hike before the end of the year has risen to 70% from 53% before last week's FOMC meeting an…
Dollar Builds on Gains Dollar Builds on Gains Reviewed by Marc Chandler on September 27, 2017 Rating: 5
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Evolving Thoughts on Inflation

September 26, 2017
In early 2005, Greenspan said that the fact that long-term rates were lower despite the Fed's campaign to raise short-term rates was a "conundrum."  Many rushed to offer the Fed Chair an explanation of the conundrum, which given past cycles may not have been such an enigma in the first place.  
Be it as it may, at last week's pres…
Evolving Thoughts on Inflation Evolving Thoughts on Inflation Reviewed by Marc Chandler on September 26, 2017 Rating: 5
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