A few months ago many of us read about the conspiracy theory of “the nuclear option”, according to which China could generate a huge debt crisis in the United States and destroy the US economy if...

If there is anything that is evident it is that the United States does not need a rate cut. With the economy growing at 2.1 percent, unemployment at 3.6 percent, 170,000 jobs being created per month, and...

The defeat of Alexis Tsipras in Greece is the loss of those who came to power promising that two plus two would equal twenty-two, of paper promises and policies that harm those that they pretend to...

The G20 summit has not generated unexpected or significant headlines, and is certainly not a catalyst for real change in the global economic trends. The United States and China have only agreed to postpone tariff increases,...

The United States does not need a rate cut now. Consumer confidence is high, unemployment is low and Treasury yield is at 2.1 percent, while credit to the economy and corporate financing are also holding up....

In recent weeks we have been reading a lot about the so-called trade war. The matter is better described as a negotiation between the largest consumer and the largest supplier with important political and even moral...

The European Central Bank continues to disproportionately inflate the debt bubble of the Eurozone, while the economic slowdown of the main European economies worsens. What was designed as a tool for governments to buy time in...

Rare earth reserves are not a trade war game-changer. Here’s why: 1. There are abundant reserves. The US has several years of its annual consumption in domestic reserves and can also use alternative sources. 2. Most...

We have been warning for months about the excessively optimistic expectations on a possible trade agreement between China and the US. The reality is that an agreement was not going to change the trend of the...

In recent days, one of the most repeated messages among European financial analysts has been this: “we are in a global slowdown“. The sentence, however, hides important nuances and very relevant differences. The European Union suffers a...

If we look at the key macroeconomic data published in recent weeks, the word that mostly comes to mind is “disappointing”. The slowdown in the eurozone is evident and more pronounced than what even the most...

If we analyze the ranking of the main technological companies (2017), there is not a single European entity among the top fifteen. The vast majority are North American and Chinese companies. If we go to the...

What happens when politicians see that their monster stimuli have not delivered? They bring the next rabbit out of a hat. They need a new name and a new magic solution to make citizens believe in...

Much has been written about the economic disaster perpetrated by the Maduro-Chavez regime in Venezuela. The magnitude of it is simply difficult to match. A sad global example of how to destroy a rich country. The...

Recent macro data from the leading economies point to a widespread slowdown. What is more concerning is not just a logical moderation in the path of growth, but acceleration in the weakening of economies that were...

The main reason why the European Central Bank’s quantitative easing program has failed is that it started from a wrong diagnosis of the eurozone’s problem – that the European problem was a demand and liquidity issue,...

The agreement announced between the British government and the European Union has been received in the United Kingdom with criticism from all sides. The defenders of staying in the European Union consider it very negative, of...

The midterm elections in the United States have produced a result that was very similar to what the surveys estimated. The “blue wave”, an overwhelming victory by the Democratic Party that was predicted by some, did...

We have been reading numerous comments recently about a forthcoming recession and the next crisis, particularly on the tenth anniversary of the collapse of Lehman Brothers. The question is not whether there will be a crisis,...

A few months ago I wrote this article at the World Economic Forum called “A Yellow Card For The Global Economy“. It tried to serve as a warning on the rising imbalances of the emerging and...