Category Archives: Investment outlook

As Tariffs Bite and Jobs Stall, New Interactive Tool Tracks How Much Trump and GOP Are Raising the Cost of Living

As Trump’s new tariffs are about to squeeze American wallets even harder, a new tool helps keep track of the damage.

CEOs Celebrate Even Bigger Wins in Class Warfare via Cutting Employment

CEOs are not just looting their companies but now the broader economy with the intensity of their headcount cutting.

Fed’s Rates Not Restrictive for Markets. Financial Conditions Ultra-Loose. Manias Form, Margin Debt Blows Out, Junk Bonds Party in La-La-Land

Despite the Fed depicting its current rate policy as restrictive, manic pricing in many financial markets says otherwise.

Financial Times and Stanford Business School Describe How Private Equity Investors Like CalPERS Act Like the Dumb Money They Are

More on how private equity investors like CalPERS willingly go along with their victimization.

“How Much Longer Can We Trust Our Economic Statistics?”

Trump budget whackage will further degrade the quality of official statistics. And that really does matter.

Why Inflation Sticks Around: The Role of Class Warfare in Price Persistence

A new twist on inflation: how workers and corporates trying to preserve their financial position has the effect of perpetuating inflation

Trump’s Self-Destructive Fight with the Fed for Low Interest Rates: His “Fiscal Dominance” Game of Chicken

Trump is fighting another war he can’t win: trying to use interest rates to counter the inflation created by his yawning fiscal deficits.

Why UK [and US] Governments Are Never Dependent on Financial Markets

As Mr. Market idelivers a big raspberry in response to Trump’s big beautiful bill, remember it won’t affect the ability to keep spending

Michael Hudson: The Collapse of America’s Economic Empire

Michael Hudson, expanding on his seminal work Super Imperialism, chroniciles the rise and in-process decline of US financial hegemony.

Sustainable Investment Stumbles on Uncertain Pace of Energy Transition

Green energy investment goes wobbly….again.

Satyajit Das: Middle East Trajectories – Implications for the Region and Energy Markets

A refined (pun intended) discussion of the state of the energy market and the high risk of continued kinetic action between Israel and Iran.

Downgrading Uncle Sam, Not America

An orthodox economist describes inconsistencies in rating agencies’ approach to downgrading US debt and their view of reserve currency status

Will Iran Actually Close the Strait of Hormuz? Eni CEO Weighs In

Investors seem unduly chill about the risk that a US attack on Iran will produce a formal or de facto closure of the Strait of Hormuz.

Does TACO Have Predictive Value? Pressures on Trump With Respect to Joining Israel in its Iran War

The war situation with Iran is not necessarily developing to the advantage of Israel, and Trump has to decide what to do.

Ideology-Driven, Inflationary Trump Tax and Tariff Policies Losing War With Bond and Currency Markets

ump’s trade, tariffs and tax schemes are already starting to come apart. And he seems to have no Plan B.