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Currency Wars

As our viewers know, we have been sounding the alarm about the deflationary process that is playing out in the world's equity, bond and currency markets for quite some time. Because of the activity by central banks in major and more recently in developing countries we have described what is going on as "The Central Bank Bubble".

It is truly an irony that in their efforts to fight the forces of a crushing deflationary environment, central banks have been the direct cause of one of largest inflations of financial assets in history. This asset inflation even extends to collectibles such as art. As we write, equities in several major markets around the world are trading at or near all-time highs while growth in those economies remains anemic. In others, such as Japan, equities are trading near the highs of recent years with the same anemic growth. On the fixed income… Read More …