Western Consumer Spending Is Looking Vulnerable
Consumer sentiment and confidence indicators in the US, Eurozone, and UK point to grim days ahead
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INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
Peter Elston
Jul 29, 20222 min read
The US Is Not In Recession...Yet
The definition of a recession as two consecutive quarters of negative growth is flawed
310
Peter Elston
Jul 27, 20226 min read
Prediction Machines
It's easy to make predictions but making them useful is another thing all together
500
Peter Elston
Jul 25, 20227 min read
Is Gold Still Gold?
An appraisal of the fundamental reasons for buying gold
470
Peter Elston
Jul 19, 20223 min read
The Age of Scarcity
The developed world has had it good for too long
370
Peter Elston
Jul 13, 20224 min read
Stuck
Why should the QE of the last 15 years be causing inflation only now?
460
Peter Elston
Jul 11, 20225 min read
Even The Germans Went Quiet
Perhaps quantitative easing was inflationary after all
570
Peter Elston
Jul 5, 20226 min read
Strong Words, Mate
How credible is the message from central banks that they can and will bring down inflation?
480
Peter Elston
Jul 1, 20223 min read
Keeping Schtum
If nobody mentions excessive fiscal spending, did it ever happen?
440
Peter Elston
Jun 21, 20224 min read
Do Trends Exist?
It's not about cycles and trends, but pattern and randomness
1040
Peter Elston
Jun 17, 20223 min read
The Ultimate Bearish Scenario?
The combination of central bank weakness and fiscal policy error is a toxic one
730
Peter Elston
Jun 13, 20222 min read
Damn It, Janet
US treasury secretary Janet Yellen is losing her credibility
600
Peter Elston
Jun 12, 20222 min read
The Next Mis-selling Scandal
Lazy advisers who put clients into bonds should face the music in court
1470
Peter Elston
Jun 6, 20225 min read
May The Two Forces Be With You
A look at the last hundred years of US fiscal and monetary policy
910
Peter Elston
Jun 2, 20222 min read
Mea Culpa? Hardly...
It is important that governments are honest about what is causing inflation
710
Peter Elston
Jun 1, 20224 min read
Winter of '69
Winter of '69
I see little sign of such honesty and humility today which is concerning to say the least.
1392
Peter Elston
May 31, 20222 min read
How bad will the UK economy get?
There is little consensus currently about how weak the UK economy will get in the next year or two as a result of the prevailing high...
750
Where's My Cycle?
An update on where I think we are in the business cycle with respect to growth, inflation and markets
Correlation or causation?
Data is too often presented in an unfair, unclear and misleading way
Dear John
Liontrust's John Husselbee's arguments in support of balanced funds are lame
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