Tags » Capital Flows

Why The Fed will have to raise Interest Rates ¤ Armstrong Economics ¤

New post on Armstrong Economics

Why the Fed Will Have to Raise Interest Rates

by Martin Armstrong

The prospects of the Federal Reserve remaining on track to raise interest rates later this year are still settling in yet people fail to grasp that raising rates will be bullish and it will confirm the capital flows are moving into the USA. 64 more words

The Fractal Nature of Capital Flows - Government Running Wild / Armstrong Economics

New post on Armstrong Economics

The Fractal Nature of Capital Flows – Government Running Wild

by Martin Armstrong

QUESTION: Dear Mr. Armstrong, If bull markets are defined by currency flows, how do you explain the fact that the Chinese stock market has over doubled in 12 months? 79 more words

US-Asia trade imbalance

Westpac produce a very detailed chart pack on the US economy called Northern Exposure. One item that stands out like a sore thumb is the trade imbalance between the US and Asia: 194 more words

US & Canada

Help Me Emerging Markets; You’re My Only Hope

The weakness in retail sales from December through February didn’t jibe with the strength in employment and consumer confidence.   547 more words

In the first part of this article, I started a discussion on steps that Nigeria’s incoming administration under president Muhammadu Buhari, should take in effecting productive changes in the country. 784 more words

Foreign Policy

The results have come in and Nigerians are all aware of the outcome: the presidential candidate of the All Progressives Congress, Muhammadu Buhari, has emerged president-elect. 791 more words

Foreign Policy

“It’s All China, Directly And Indirectly”

Cardiff Garcia is dancing around the inverted yield curve bond market conundrum: “The supply dynamics of advanced-economy sovereign debt, with net issuance available to the public set to turn sharply negative this year and next…suggest that longer-dated US Treasury yields will be under pressure yet again because of foreign demand…Once the Fed begins to hike the policy rate later this year, there is a chance that longer yields will not follow them higher.”  Some history: “The global macroeconomic imbalances that contributed to… 410 more words