Commodity Trade Mantra

Posts Tagged ‘Abenomics’

Now It's The Japanese Savers That Are Flooding Into Gold Bullion

Individual investors drove a 60% jump in sales of gold in June from May at Tanaka Holdings, the operator of Japan’s largest bullion retailer. Why the surge into gold? The yen’s appreciation in spite of the adoption of the negative-rate policy has kindled skepticism about the policy’s benefits. It’s also led to investors seeking to protect their assets in case Abenomics fails.

2015: If this the Year of the Slump?

There is compelling evidence that 2015 will see a global slump in economic activity. This being the case, financial and systemic risks will increase as evidence of the slump accumulates. It can be expected to undermine global equities, property and finally bond markets, which are currently all priced for economic stability.

ECB Will Be Big Factor in 2015’s First Half

A widely hoped for positive decision at the January 22 ECB meeting could well have a result similar to stimulus announcements in the U.S., China, and Japan. However, another meeting ending with no action, only more of the familiar promises of action ‘if necessary’, could well be devastating as markets lose patience.

Can Money Printing Cause Deflation?

Over the last 45 years I have observed that, in countries with high monetary inflation, real wages and incomes have tended to decline. Incidentally, this has also been the case since the turn of the millennium in the US, a period in which there has been a colossal expansion of money and credit.

Some Burning Questions For 2015

Most investors go about their job trying to identify ‘winners’. But more often than not, investing is about avoiding losers. The big question confronting investors today is how to avoid the potholes of tomorrow. To succeed, we believe that investors need to answer the following questions. The answers will drive performance for years to come.

Central Bank Monetary Policy Enables Us To Put Off Real Reforms

The cycle of entrenched interests protecting their skims and scams via central bank monetary policy is self-liquidating: every nation that pursues this “fix” will find its economy liquidated by financial implosion and the hollowing out of productive sectors to support crony-capitalist unproductive sectors.

Is Africa - China And Japan's Next Battleground?

Africa is precisely where the smart money has refocused all attention in the past year precisely because it is the last and only bastion of untapped credit growth and capacity. So it is unsurprising that China and Japan, with apparently bottomless wells of printed money are taking aim also.

Six Reasons Why The Government Is Destroying The Dollar

These six powerful motivations all exist simultaneously, they all wrap around each other in their numerous interrelationships, and they all reinforce each other. Together they constitute an overwhelming incentive to make sure that a dollar does not remain worth anything.

Deflation - Phobia Set to Bring on More Monetary Inflation

Why would Inflation below 2% pose risks to the economy? Who doesn’t want to pay less for things? It is only considered a problem because there is such a huge mountain of unsound debt in the system, much of it incurred by governments, which they naturally want to ease.

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