Chartbook #151: Zugzwang - are we on the brink of a central

Central banks around the world are under pressure. Surging prices stoke fears of inflation. Central bankers, who commonly define themselves as guardians of price stability, feel forced to react. Interest rates are their preferred tool. Higher rates take steam out of the economy. That should lower inflation. The price is pain for borrowers and the risk of a recession and rising unemployment

Chartbook #15 - DC's Chartbook

Chartbook #7 - DC's Chartbook

Trillion-dollar wealth effects, EM-EM trade, if the world were a democracy & the Valeriepieris circle

Chartbook 255 Jitters before the fall? The battle over the US Treasury Market

Chartbook #15 - DC's Chartbook

Chartbook 223 Acting out of ignorance: the new logic of central bank inflation-fighting.

Chartbook #16 - DC's Chartbook

Chartbook #15 - DC's Chartbook

Chartbook #16 - DC's Chartbook