Articles

steen jakobsen
,

Steen's Chronicle : Long gold, short $ and long fixed income ...

We have again and again argued that the ”forces” of the market leads one way only: -      Weaker US dollar as world would collapse with the opposite(strong dollar) under the burden of $ denominated debt -      Higher gold…
steen jakobsen
,

Global deflation it ebbing out – Is inflation coming back?

Answer: Yes, it is! The main impact though will be less consumer spending as China’s low export prices has kept the US consumers in play through ever lower prices – this is now reverting  - it also means weaker CNY, and higher inflation…