Blog

ECB Will Lend to Banks Long-Term in Hopes They Will in Turn Lend Again

Come September, Draghi at the ECB will make loans to Eurozone banks on a long-term basis at rates less than the short-term lending window. The objective is to [...]

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Can the US Government Really Force the Dollar Lower?

QUESTION: Hi Martin, What tools do the US have to TRY and manipulate their dollar lower (other than cutting interest rates) and in your opinion would they be [...]

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IMF Recommends “DEEP” Negative Interest Rates as the Next Tool

The IMF has continued to assume that the zero-bound on interest rates can be a serious obstacle for fighting recessions on the part of the central banks. The IMF [...]

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Can the Fed really Control the Economy?

QUESTION: This whirligig talk of whether the Fed cuts rates by 25 or 50 basis points is carnival-level absurdity. Does the Fed have the “pretense of [...]

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Central Bankers on Their Knees Pleading with Politicians

Our confidential sources are reporting that the Fed, ECB, and BoJ have agreed to lobby politicians in an attempt to warn them that they cannot continue propping up [...]

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How Long Can Artificially Low Interest Rates be Maintained?

QUESTION: Dear Martin, First let me thank you for your paradigm shifting blog and the incredible conferences you and your team put together. They really are on a [...]

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Why Are Equities so Disconnected from Economics?

Normally, equity valuations reflect the present value of future cash flows that are primarily a function of current cash flows, growth expectations, and then the [...]

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BOJ Trapped – How will the Nightmare End?

Bank of Japan (BOJ) Governor Haruhiko Kuroda publicly stated that it may maintain ultra-low rates for a further period of well over a year. However, he also warned [...]

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Interest Rate & Currency Pegs

QUESTION: Martin, I went over three blogs this morning (both public and private); they are The FED Between a Rock & a Hard Place, Manipulating interest rates [...]

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Public v Private Interest Rates & Sovereign Debt Crisis

QUESTION: Dear Martin I have a question for the blog. There has been forecasts for a sovereign debt crisis but recently you have discussed how various governments [...]

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