via marketwatch: The European Central Bank this month said it would keep record-low interest rates for longer. The news comes shortly after the U.S. Federal Reserve gave in to the stock
BY JOHN MAULDIN For almost 40 years, we’ve lived in an era of low rates and easy money. It let governments and businesses worldwide run up piles of debt. Global debt
BY JOHN MAULDIN The US and China are the world’s largest and second-largest economies. They are also entwined in so many ways that it’s hard to tell where one ends and
BY JOHN MAULDIN A Federal Reserve policy mistake is our top risk this year. Correction: The mistake is already happening. So that’s less a forecast and more a recognition of reality.
BY JOHN MAULDIN This essay is going to insult a bunch of smart, maybe even brilliant, people. It is not polite nor is it politically correct. I will try to be
BY JOHN MAULDIN I’m often called the “muddle-through guy.” When I consider opposing scenarios or opinions, I figure reality will be somewhere in between. That’s right more often than you might
BY JOHN MAULDIN If you read mainstream financial news, you don’t need me to tell you how bad our economy is. Skepticism abounds in the punditry. But sometimes we get so
BY JOHN MAULDIN Last week, I mentioned an insightful comment my friend Peter Boockvar—CIO of Bleakley Advisory Group—made at dinner in New York: “We now have credit cycles instead of economic
BY JOHN MAULDIN The stock market is overvalued by many different measures. I recently shared Dave Rosenberg’s thoughts on the subject. But at the SIC 2018 conference, we also heard a lot more from Steve
Authored by John Mauldin via MauldinEconomics.com, Excerpted from “A Fly In The Ointment?” Repeating History History never repeats, but sometimes it rhymes. The trigger for our last recession and financial
Authored by John Mauldin via MauldinEconomics.com, Since the 2008 financial crisis, there’s been a growing number of ridiculous, inane, and otherwise nonsensical economic interventions from our central bankers that fill the daily
Authored by John Mauldin via MauldinEconomics.com, This is something I’ve been pondering for some time. I think the next crisis will reveal how little liquidity there is in the credit markets,
by John Mauldin My good friend Peter Boockvar recently shared a chart with me. The University of Michigan’s Surveys of Consumers have been tracking consumers and their expectations about the direction