El-Erian: Europe Approaching ‘Stall Speed’
“Investors should understand that that is what they are betting on: the continuation of favorable global liquidity conditions. It’s not about fundamentals anymore”
Major Central Banks’ Assets Almost 40% of Combined GDP. What Will It Be After the Next Recession?
Central banks’ obsession with delaying the next recession at any cost, as opposed to preparing for it, is deeply unhealthy
The Very Real Limits of More Quantitative Easing
Once all the investors that can be displaced from a market have been, further monetization of that market stops being stimulative
The 100 Tallest Buildings in New York City
New York City has over 6,000 high-rise buildings, 274 of which are skyscrapers standing over 492 ft (150 m) tall
Dr. Lacy Hunt: Chinese Debt Growth at the Point of Diminishing Returns
“We think this synchronized global downturn is going to be very very difficult to shake”
Kyle Bass: China Running out of Dollars
“In four short years, their imports of crude have gone up 50%”
Do You Earn Enough to Afford a House in the Largest U.S. Metros?
Four of the five most expensive cities can be found in California
The Powell Pivot: The Opposite of the ‘Volcker Moment’
The significance in this era of monetary policy is not in central banks extreme responses to the Financial Crisis, but their subsequent refusal to normalize that policy at any cost, however modest
India Poised to Overtake China as Most Populous Country in Just Five Years
India is expected to reach ‘peak population’ in the late 2050s at around 1.7 billion people
Mapping the Global Migration of Millionaires
Over 15,000 Chinese HNWIs chose to migrate to other countries in 2018 – the most significant migration of any country