weekly-roundup

Finally, we see the beginning of the long-anticipated monetary normalisation in Japan. This is the only country in the world to still have negative interest rates, which is odd given inflation has been rising, albeit modestly to Western Economies. This ultra-loose policy has seen bond yields remain close to zero

In theory, government bonds are risk-free because they pay an income guaranteed by the government, but that doesn’t mean that prices can’t be volatile, as markets showed last year. To demonstrate this, I show the synthetic prices of UK Government bonds, known as Gilts, since 1990. The 2-year

In recent days, the value of Apple has surpassed the FTSE 100, an index of the UK’s top 100 public companies. Apple is worth more than the FTSE 100 It is a shocking revelation, and what could it mean? * Apple is the most perfect company, with huge cashflow and

It is fair to say that our central bankers are out of practice when it comes to the hiking cycle. Traditionally they took away the punchbowl just as the party was getting going. This time they didn’t. In response to the pandemic, they printed money like never before in

I wrote my 83rd issue of The Atlas Pulse Gold Report titled Zozobra, a Spanish term for a specific fear, with connotations reminiscent of the swaying of a ship that is about to capsize. I covered the highlights from the In Gold We Trust Report (INWT), US inflation, the weakness