Data, charts and discussions on important themes, including:
Update on inflation in various countries, showing that this is no longer a major issue. Countries are subdivided into those where inflation is sticky (USA, Eurozone, Germany and Spain), is slowly disinflating (Japan, Canada, UK, Sweden, France and Italy), or worryingly low (China, CHF)
Deficit data for various countries, which continues to be (too) large
Feedback from a visit to see senior fund managers in Italy
Changing Fixed Income correlations which raise some red flags
Updated thoughts on the long term theme of Currency Debasement (and Gold)
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