Q-Review 3/2022: War and Peace
Something that many thought could not happen in our lifetime… Read More »Q-Review 3/2022: War and Peace
Something that many thought could not happen in our lifetime… Read More »Q-Review 3/2022: War and Peace
We have been emphasizing the fragility of the global economy… Read More »Q-Review 3/2021: Zombification and the coming inflation shock
Because of the current extraordinary political and economic situation of… Read More »Our December 2020 forecasts for the World Economy
Now that the first serious mutation of the Coronavirus has… Read More »Can the world economy ‘Japanificate’?
The economic calm which has succeeded the turbulent conclusion to 2018 was abruptly shattered on the 16th of September. On that day, rates in the repo markets spiked by 248 basis points to more than double the overnight lending rate of the…
This post has been co-written with Dr. Peter Nyberg.
Japanification is a term that has re-emerged recently. It r…
It is estimated that over 14% of companies in the S&P 1500 are zombies. In China, roughly 20 percent of A-sha…
Several economic indicators have turned to the south at the… Read More »Zombies and the end of the ‘global synchronized recovery’