Robert Cookson: Chinese policy makers spend a lot of their time worrying about inflation. But the growing risk now appears to be deflation….
The PPI index has already turned negative [and] year-on-year growth in money supply has plunged to a level that in the past been consistent with CPI of between zero and 1 per cent…..
via Is China sliding towards deflation? | beyondbrics.
Colin Twiggs is a former investment banker with almost 40 years of experience in financial markets. He co-founded Incredible Charts and writes the popular Trading Diary and Patient Investor newsletters.
Using a top-down approach, Colin identifies key macro trends in the global economy before evaluating selected opportunities using a combination of fundamental and technical analysis.
Focusing on interest rates and financial market liquidity as primary drivers of the economic cycle, he warned of the 2008/2009 and 2020 bear markets well ahead of actual events.
He founded PVT Capital (AFSL No. 546090) in May 2023, which offers investment strategy and advice to wholesale clients.