Macro Themes I

Inflation/Deflation, Yields, Liquidity Cycle, Growth and Markets

Inflation, 10-Year Treasury Yields and the Federal Fund Rate (coming soon)

Monetary Inflation – Evidence from Gold Price Regimes

Out of sync; Stock-market returns vs. growth in per capita GDP, 1988 – 2010, in local currency

Global Liquidity Cycle Index, Monthly 1965-2011