Is financial repression in a time of populism even possible?

I recently interviewed Degussa chief economist Thorsten Polleit about inflation. One of his predictions was for persistently high, but not necessarily out of control, inflation.…

Central banks are losing control and politicians will pay the price

Well, I got a bit animated in the video below… but for good reason! The UK’s central bankers are waxing lyrical about “the remit is…

The price of failure is measured in interest rates

Each time interest rates begin an upcycle, investors must ask themselves two questions. Who can least afford the higher interest rates, and when exactly do…