Peter ElstonJul 27, 20226 minMacroPrediction MachinesIt's easy to make predictions but making them useful is another thing all together
Peter ElstonJul 13, 20224 minMacroStuckWhy should the QE of the last 15 years be causing inflation only now?
Peter ElstonJul 5, 20226 minMacroStrong Words, MateHow credible is the message from central banks that they can and will bring down inflation?
Peter ElstonJul 1, 20223 minMacroKeeping SchtumIf nobody mentions excessive fiscal spending, did it ever happen?
Peter ElstonJun 17, 20223 minMacroThe Ultimate Bearish Scenario?The combination of central bank weakness and fiscal policy error is a toxic one
Peter ElstonJun 13, 20222 minMacroDamn It, JanetUS treasury secretary Janet Yellen is losing her credibility
Peter ElstonJun 6, 20225 minMacroMay The Two Forces Be With YouA look at the last hundred years of US fiscal and monetary policy
Peter ElstonJun 1, 20224 minMacroWinter of '69Winter of '69 I see little sign of such honesty and humility today which is concerning to say the least.
Peter ElstonJan 1, 20224 minMarketsClear and Present DangerAt the time of writing, global equities are up around 17% in US dollars year to date. Sterling weakness has added a further 3 percentage...
Peter ElstonOct 1, 20213 minFor BeginnersWhen the Fun Stops...How can young people be helped to reach this epiphany sooner?
Peter ElstonJan 1, 20213 minMacroLessons From the ChimpsIn a recent op-ed, IMF chief economist Gita Gopinath noted that: “For the first time, in 60% of the global economy – including 97% of...
Peter ElstonMar 1, 20192 minMacroGlobal GrowthUntil the beginning of October last year, equity markets had generally been faring well, while bond and commodity markets reflected firm...