Inflation, Debt and Gold with inverted USD/JPY

inflation expectations

  • At The Capital Observer, they look at the liquidity being issued or being absorbed back by
    global central banks, the Federal Reserve and the US Treasury (liquidity flows) and model
    the manner those real money balances impact asset prices.
  • There is a long distributed lag between those liquidity flows and its direct impact on the
    financial assets, which is usually from 11 to 12 months long.

  • Here we see the world’s 3 largest economies and how their debt to GDP has
    moved over the years.
  • China credit is poised to come down to earth.

USD/JPY with inverted gold – food for thought



EIA Weekly Petroleum Results Crude long term chart