Blog
02/22/2023 - The Roundtable Insight – Spain and Argentina
02/14/2023 - The Roundtable Insight – Joseph Wang and Yra Harris on the Fed, Interest Rates, Inflation and the USD
02/05/2023 - Former Glencore CEO on ESG and Sustainability
02/02/2023 - The Roundtable Insight – Peter Boockvar and Yra Harris on Central Bank Policies, Equities and Commodities
01/31/2023 - Daniel Lacalle – Gold Soars and Precious Metals Rise on Money Destruction
01/27/2023 - The Roundtable Insight – Judd Hirschberg Analyzes the Financial Markets
01/19/2023 - The Roundtable Insight – Louis-Vincent Gave and Yra Harris on China, Japan, Europe, LATAM and U.S. Markets
01/09/2023 - Zoltan Pozsar Essay Links on War and …
- War and Peace (11 mins)
- War and Interest Rates (26 mins)
- War and Industrial Policy (24 mins)
- War and Commodity Encumbrance (23 mins)
- War and Currency Statecraft (17 mins)
01/09/2023 - The Roundtable Insight – Prof Barry Eichengreen and Yra Harris on the Global Economy and the Financial Trends
01/06/2023 - Daniel Lacalle – Digital Currencies, Global Control. Recession, Lat Am Lost Decade and Price Controls
01/06/2023 - The Roundtable Insight – Charles Hugh Smith on Eroding Civil Liberties and Property Rights
01/03/2023 - The Roundtable Insight – Dr. Marc Faber and Yra Harris on the Economy, Geopolitics and the Investment Environment
01/03/2023 - Daniel Lacalle – Global Debt Crisis in 2023?
12/21/2022 - The Roundtable Insight – Caroline Miller and Yra Harris on the Global Economy and Financial Markets
12/19/2022 - Louis-Vincent Gave on Brazil Media – in English after short Portuguese Intro
12/19/2022 - Louis-Vincent Gave – Investment Themes for 2023
12/19/2022 - Yra Harris – ‘Twas the Week Before Christmas
“For the US the yield curve — notably the 2/10 — going into 2023 will be of interest as concerns are arising everyday about the growing pile of US debt and the rapidly rising financing costs. It twists my brain to figure why investors would desire 10-year notes that yield far less than two-year notes. Yes, if recession sets in, 10s have been a safe haven and rallied into a slowing economy and falling inflation levels. BUT if the economy slow and the FED holds at 4.5%, won’t the budget deficit increase creating even greater financing problems for the US deficit? Remember, not all economic outcomes are the same. The 2/10 US curve had a wide range last week but after inverting by more than 80 basis points it closed close to the week’s lows. That’s something to watch as the budget battles grow.”
12/09/2022 - Felix Zulauf – Bust/Boom Cycle Ahead As “Decade Of The Rollercoasters” Kicks Off
12/09/2022 - Perspectivas Economicas 2023
