Tag: economic theory

There could be more pain before the market actually turns

Newsfeeds are clogged with “the bottom’s here!” narrative and we’re already seeing a significant bump in positivity in the public markets including risk-on assets like cryptocurrency, but are we out of the woods? This stream of social media ‘good news’ and bullish fervor comes as the yield curve inversion is in full swing. It might…

20 July 2022
The emperor’s new clothes or welcome to debt-fueled consumer-driven economics

Remember Han Christian Andersen’s The Emperor’s New Clothes? It starts off about seeing something and saying nothing, but then ends with deliberate denial. It seemed as though Anderson’s satire came to life when analysts proclaimed retailers would enjoy a busy Christmas because the latest consumer sentiment index (CSI) was up. The CSI is based on…

26 November 2019

There could be more pain before the market actually turns