Dr. Lacy Hunt Calls for Hard Landing
Still a long-dated bond bull
Dr. Lacy Hunt Sticking to His Deflationary Guns
You can’t solve an overindebtedness problem with more debt
Lacy Hunt and Mish Shedlock on Treasuries, Interest Rates, and Inflation
Demographics and debt
Dr. Lacy Hunt: We’re in a Debt Trap
Still lower for long rates
Dr. Lacy Hunt: Inflation and Growth Are Peaking, Excessive Debt Is Deflationary
Excessive debt is deflationary
Dr. Lacy Hunt: Inflation Will Prove Transitory, Debt Crisis Ends in Whimper Not Bang
We still can’t fix a debt problem with more debt
Lacy Hunt: Treasury Curve to Flatten at Zero and Get Stuck There for Long Time
Over-indebtedness will produce “very weak” economic growth moving forward, leading to mild deflation, and pinning the entire treasury yield curve to near-zero for a long period of time
Lacy Hunt: Deflation, Not Inflation, Is Coming
Banks are unlikely to lend new money out with sufficient rapidity to overcome slowing growth and rising loan loss provisions
Dr. Lacy Hunt: Global Recovery from Coronavirus Will Not Be ‘V’ Shaped
“The actions taken by the Federal Reserve have been trapped in the financial markets”