El silencioso auge de la innovación china
El gobierno de los EEUU sigue lastrando la economía con sus guerras imprudentes y la acumulación masiva de deuda. Al otro lado del mundo, China está siguiendo un camino diferente.
Economía global
Displaying 1 - 10 of 409
La resaca monetaria de Brasil: por qué la política fiscal de Lula mantiene altas tasas de interés
Los EEUU no es el único país con un banco central fuera de control. Los brasileños están sufriendo las consecuencias de décadas de decisiones irresponsables por parte del banco central y del gobierno.
Por qué la economía británica está en crisis
Es evidente que la economía de Gran Bretaña no está rindiendo al máximo de su potencial. Lamentablemente, el daño es autoinfligido y no es probable que haya cambios en el futuro, especialmente con un gobierno socialista.
Making Sense of the Trump Administration’s “Hail Mary” on Iran
Bob argues that many Austro-libertarians (himself included) have been too quick to dismiss the Trump administration's foreign and economic policy as mere incompetence or corruption, without grasping the strategic logic behind it.
The Fed’s Real Job: Propping Up Dollar Reserve Currency Status
Alexander Salter and Joshua Hendrickson argue that the Fed's actual institutional role is to backstop U.S. dollar hegemony.
Luke Gromen on the Strait of Hormuz and Supply Chain Collapse
Bob sits down with macro researcher Luke Gromen of Forest for the Trees to discuss the cascading supply chain consequences of a closed Strait of Hormuz.
Why War Is Pushing Gold Down and Oil Up
War should be good for gold, so why is it falling while oil climbs? Mark Thornton explains.
Chemistry 101
War in the Persian Gulf doesn’t just mean pricier gas. It can snap hidden supply chains that keep modern life running, from fertilizer and copper to plumbing repairs.
Predicting Recession
The Shiller CAPE ratio has only been higher once in 150 years. The Buffett indicator is 2.5 standard deviations above trend. 40% of the S&P 500 is in just ten stocks. Wall Street sees nothing wrong.
Mark Thornton on the “Synthetic Boom”
What looks like market strength may be a delayed reckoning. Mark Thornton explains the signals, the Fed’s playbook, and where the next bust is likely to hit first.
