Podcast #6: Europe’s Future
Short and concise analysis on concepts or recent events in the financial markets from the ASG Capital Team. Transcript: The topic of today is a general outlook on Europe’s future. During the 1960s, the United Kingdom went from having it so good under Harold Wilson to being the sick man of Europe at the end […]
Podcast #5: FOMC Meeting
The ASG Podcast is a short and concise analysis on concepts or recent events in the financial markets from the ASG Capital Team.
Podcast #4: Potential Recession Coming
Short and concise analysis on concepts or recent events in the financial markets from the ASG Capital Team. Transcript: The topic of today, December 2022, is about the possibility of a US recession coming to us in the coming year. A recession or slowing economic activity is usually represented by a reduction in aggregate demand […]
Podcast #3: Long term bonds
The ASG Podcast is a short and concise analysis on concepts or recent events in the financial markets from the ASG Capital Team.
Podcast #2: Cash management
The ASG Podcast is a short and concise analysis on concepts or recent events in the financial markets from the ASG Capital Team.
Podcast #1: Floaters and why they have become attractive
The ASG Podcast is a short and concise analysis on concepts or recent events in the financial markets from the ASG Capital Team.
Is Deflation coming..?
Before addressing the likelihood of deflation, one must look at some of the main driving forces behind inflation to analyze if these are sustainable over the long run. Professor Milton Friedman described inflation as a ‘monetary phenomenon’. The more money is being created in an economic system, the greater the likelihood of an inflationary outcome. […]
The Boy Who Cried Wolf…
In the Federal Reserve we trust? Once again, the Chairman of the Federal Reserve (the Fed.), Mr Powell, confirms his determination to address inflation. Are we talking about the same Mr Powell who outlined his intention to raise interests rates in November 2018 to change his mind a month later? Is this the same individual […]
The Charge of the Fed. Light Brigade
Relief at last from the Federal Reserve (Fed.) After prior ‘hawkish’ statements set to prepare markets for a severe monetary onslaught to tame inflation, the world of finance breathed a sigh of relief following the FOMC meeting of May 4th 2022. As anticipated, interest rates were increased by +0.50%. However, Chairman Powell’s took off […]
A Loan Too Far
We are facing financial market disruptions once again. What lies behind this recent volatility witnessed in 2001, 2008, 2016, 2018 and 2020? Seemingly dissociated, is there a theme linking these situations? Yes, there is: an ever-increasing debt pool and changes in the credit cycle. Some accounting and finance background Debt is an accounting entry. For […]
