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25.09.26 - 01:01
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Oil, Treasury Yields & Inflation Pressure Markets (Bloomberg)
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The Close brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are MSCI Chairman & CEO Henry Fernandez, NATO Secretary General Mark Rutte, Apple Store Creator Ron Johnson, Principal Asset Management CIO George Maris, Pictet Research Institute Head Maria Vassalou, BlackRock Portfolio Manager, Global Fixed Income Investment Group Chi Chen, Whole Foods CEO & Amazon Worldwide Grocery Stores Vice President Jason Buechel, ALDI US Chief Operating Officer Dave Rinaldo, & Global Citizen CEO Hugh Evans. (Source: Bloomberg)...
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24.09.26 - 23:31
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Principal CIO on Inflation Concerns, Rising Bond Yields (Bloomberg)
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George Maris of Principal Asset Management discusses the growing pressure on equities from the bond market. The conversation focuses on whether the recent rise in yields, both overall and in terms of the speed of the move over the past few months, has reached a level where stock investors should be increasingly concerned. He speaks to Romaine Bostick & Sally Bakewell on "The Close." (Source: Bloomberg)...
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24.09.26 - 15:57
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Japan Breaks The ′Debt Causes Inflation′ Narrative (ZeroHedge)
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Japan Breaks The 'Debt Causes Inflation' Narrative
Authored by Michael Lebowitz via RealInvestmentAdvice.com,
A dollar today buys nearly twice as many Japanese yen as it did fifteen years ago. Crude oil, in yen terms, is up roughly 70% year to date. Food prices are similarly elevated. Japan imports most of the energy and much of the food it consumes, paying for it in dollars that keep getting more expensive. Those facts alone should lead us to conclude Japan has an inflation problem.
As if those factors weren't enough, add their debt overhang, with the narrative that mounting government debt is inflationary. If that logic holds in the US, it should apply with even more force in Japan, where government debt is nearly double ours as a share of the economy, and where the yen carries none of the dollar's reserve-currency privilege to cushion its borrowing needs.
A collapsing currency, heavy import dependence, and the developed world's heaviest debt load. Surely that's a recipe for an inflati...
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