They are in a terrible point and that is what awaits many other currencies if they follow keep following the Japanese path of large fiscal deficits and quantitative easing. Very high debt making it almost impossible to have high interest rates but ...

Also the trust to Western financial system got a big hit after freezing of Russian assets, Swift system sanctions on Iran/Russia. They might be necessary but eventually the world is evolving and any country might have problem with others in the ...

I don't totally ignore that but I could surely bet on inflation expectations. And that will make such a move unnecessary. mostly they are late to any move. the world moved to nowcasting and forecasting using ML models but CB's are still using MA's ...

Fed will not hike by 50 bp. It is over and doesn't make sense. They will move by 25 bp, maximum 2 more times and then start watching. Commodity prices are not either ranging in sideways or on a downtrend. Personal wages are not moving up that fast ...

Their hands tied badly this time. there is lot of debt piled everywhere; governments, companies and consumers. Taming inflation needs some restrictive policy but that will make it harder for big part of the population + governments. We will have a ...

One thing is clear that inflation in Euro area is affected by EURUSD rate. In 6 to 9 months we will see inflation taming. Already from Iron , Copper to Soybean and Wheat, many commodity prices fell sharply. Some wage inflation is still there to come ...

A few months back if not a year , it could be seen that this was coming on inflation side. The war in Ukraine only added fuel to the fire. But these same Fed guys just waited to see it happening and now they are saying that Fed is 9-10 hikes away ...

Saying that ECB's path is data dependent is a joke! What do they need to see as an inflation figure? Slowly but surely we are coming to the end of the game of CB's. They will hike rates at some point and it will crash the credit dependent economies ...

It is just stupid to say that you cant fight with the FED. When they move the rates to zero worldwide and flush the system with money and governments are in debt at levels of WW2, what do we really expect? Asset inflation and that is what is ...

There is something new in here but they are still playing the 3 monkeys. Just admit that the king is naked and we can start correcting things from the base. Anyone believes Italy, Greece etc.. can pay their debts? I know from Greek friends that ...

I am not sure that you are aware of the situation. It wasn't China who is bullying everyone for decades. It wasn't them who started wars with lies like "they have chemical weapons". It wasn't them who planned, supported and even directly supported ...

Every extra month passed with the virus needs a new $1-2Tln package in some form. But really how this money is created? Or, in fact, why don't we just keep creating more and make everyone rich? Isn't there something wrong with it !! Unfortunately it ...

But consider the fame coming with it and offer following if you are the one with the idea. Nice challenge whatever the prize is. It is a real project for many in research labs, master students etc.. to test themselves. You don't do such things for ...

Why do you need to refer to anything Holy for a moral framework. We have minds and kind history that thought us lessons so for example we know that killing is not good. There are already so many documents , conventions etc.. about that but we don't ...

Is that what you understood from what I wrote ?? I have a dream without any superpower and without a security counsel of 5 permanent members. Basically there is not much difference of having a superpower with a Molla or democratic regime. Any regime ...

Everyone is waiting the US to bring freedom to Iran and people will start making love just like the Afghan or Iraqi. People needs to see the both side of the fight and think reasonably. Although I hate the regimes like the Iranian one, I cant say ...

always buy the expectation and sell the news. whatever the outcome, it is already bought heavily. a rally , off course is possible , maybe 3-4% from there , a sell off, if happens will be severe. yes , there is kind of a bull trend but vulnerable ...

don't forget the fresh dollars created now electronically

Money creating machine is working full time. Leveraging all the way to the cliff. It is not going to end well but noone knows when it is going to end. But definitely just needs to weakest chain to be broken and there will be panic. They created ...

Both sides ( and definitely the big money ) need a deal so it is going to happen but time will show how effective it is going to be. It is easy to stick to your promises at good times. But at bad times , things are forgotten mostly.