Category: Analysis

Euros & Dollars: ECB Facing High-Risk Rate Cut

With inflation and the business cycle moving in very different directions across the euro zone, the ECB’s expected rate cut may end up being of no real economic consequence.

France: How CNews Channel Became the <em>Bête Noire</em> of the French Thought Police

France: How CNews Channel Became the <em>Bête Noire</em> of the French Thought Police

The Left won’t forgive the media outlet for its decisive role in the development of Éric Zemmour’s political persona—and success.

February 17, 2024
Euros & Dollars: The Un-Economics of the Green Transition

Euros & Dollars: The Un-Economics of the Green Transition

With facts and logic speaking against the green transition, countries headed for an economic recession should urgently rethink their energy policies. 

February 16, 2024
Euros & Dollars: Trump, NATO, and Budget Deficits

Euros & Dollars: Trump, NATO, and Budget Deficits

Anyone proposing more U.S. defense spending with borrowed money should consider what happens when increasingly uneasy investors have had enough of U.S. debt.

February 15, 2024
Euros & Dollars: U.S. Inflation History in Three Charts

Euros & Dollars: U.S. Inflation History in Three Charts

A review of the past 60 years of inflation and monetary policy shows why the Fed must be conservative as it considers rate cuts later this year.

February 14, 2024
Euros & Dollars: Lower Inflation Opens for ECB Rate Cut

Euros & Dollars: Lower Inflation Opens for ECB Rate Cut

Low inflation and rising unemployment suggest that the ECB will soon abandon its tight monetary policy.

February 13, 2024
Euros & Dollars: The Reliability of GDP Statistics

Euros & Dollars: The Reliability of GDP Statistics

The system that is used to measure a nation’s economy is so complex that it would take a group of national-accounts experts to even attempt to forge the data.

February 9, 2024
Euros & Dollars: America’s Creditors Are Getting Uneasy

Euros & Dollars: America’s Creditors Are Getting Uneasy

There are two quiet trends at work in the market for U.S. debt that analysts normally do not pay attention to. They should: if these trends continue, there will be turmoil in the market.

February 8, 2024
Euros & Dollars: Slovakia Tiptoes Toward Spending Reforms

Euros & Dollars: Slovakia Tiptoes Toward Spending Reforms

There is a big need for structural reforms to the Slovakian welfare state. Such reforms require a level of political leadership that Europe so far has only seen in Hungary.

February 7, 2024
Euros & Dollars: Russia Beats Europe in GDP Growth

Euros & Dollars: Russia Beats Europe in GDP Growth

Questions have been raised about the veracity of the IMF report showing Russian economy outperforming the West. But it is extremely difficult to falsify GDP data.

February 6, 2024
Euros & Dollars: Central Banks Say ‘Wait and See’ to Rate Cuts

Euros & Dollars: Central Banks Say ‘Wait and See’ to Rate Cuts

Despite differences in inflation rates and macroeconomic trends, many central banks make their policy decisions based on what the Federal Reserve does.

February 2, 2024
Euros & Dollars: U.S. Treasury Is Finally Waking Up

Euros & Dollars: U.S. Treasury Is Finally Waking Up

Finally, the U.S. Treasury is doing something to curb the rise in debt costs. But is it too late already to prevent a fiscal crisis in America?

February 1, 2024
Euros & Dollars: Hungary’s Central Bank Cuts Interest Rates

Euros & Dollars: Hungary’s Central Bank Cuts Interest Rates

This was a bold move by one of Europe’s best-run monetary authorities.

January 31, 2024