damienhaas

Thursday Outlook: Commodities, Global Markets

Cristian

What David is saying is an asset bubble of all class. Stock, commodities, High yield currency and according to Robert Shiller, Real Estate now.

As for consumer, they just don't care as long as asset price is high.

Tuesday Outlook: Commodities, Global Markets

When you are talking about inflation, have you think about Wages(That is what use to buy good and services) which is in decline. How do have inflation when wages keep on declining. One more factor is the collapse of housing price bring the asset price down even stock are rising. Maybe you are referring more to Stagflation rather than Inflation.


On Jul 21 07:05 AM Dr. O wrote:

> The relevant excerpt from Ben Bernanke's Op-Ed in today's Wall Street
> Journal is below. In essence, easy money to continue. Hence, prices
> for most things including stocks, go up.