Blog/Central Banks

The End of Keynesian-Monetarist Theory

QUESTION: Thank you for your great work. I have read this article where Kudlow says: White House economic adviser Larry Kudlow predicted that it is possible the [...]

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What Will the Fed do in a Contagion?

QUESTION: I have been following your blog for a number of years, public and private. I read the blog concerning “European Politics.” In it you state [...]

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The Great Unknown – The Bond Contagion

We are facing a very interesting financial crisis that has never before been witnessed because this is how the Socialist Utopian Society will crash and burn. We are [...]

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Bank of Japan & the Bond Crisis

BoJ Statement 4-24-2019 The Great Financial Unknown is now upon us. After 10 years of Quantitative Easing, the European Central Bank (ECB) in Europe owns 40% of the [...]

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Nagai of Nomura Confirms Japan Destroyed the Bond Market

In Japan, Nomura’s chief Koji Nagai took over as Nomura’s chief executive back in 2012 and followed that appointment with a $1bn cost-reduction plan that [...]

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The Dawn of the Great Financial Unknown

QUESTION: Mr. Armstrong; I assume you read that Mr. Nagai  has confirmed what you have been saying that the central banks have destroyed the bond markets. I must [...]

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Basel III – IMF – Liquidity Crisis

QUESTION: As of today, Basel III comes in effect. Rumour goes that in a couple of months, there will be a lot of turmoil on the market and it would be the start of [...]

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US$ Rallies as Central Banks Sell Dollars

QUESTION: I am a mega dollar bull – I totally get how it is the only game in town.  I’ve lived it too, having seen how the big banks work their balance sheets [...]

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Is the FED Throwing in the Towel?

QUESTION: Dear Martin, you commented very intensively on the ECB destroying bond markets and the failure of monetary policy in Europe. By yesterday the US Fed also [...]

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Draghi – The Opportunity & the Nightmare

  I cannot stress enough that Mario Draghi has really destroyed the European economy on an unprecedented scale. I know people who worked on trading desks years [...]

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