Paul Volcker Archives

Why Trump’s push for rate cuts under fiscal dominance could trigger stagflation

Is the Fed setting up Trump to be the scapegoat?

Shanmuganathan Nagasundaram - August 24, 2025 0

Phillips Curve myths and the inflationary bust ahead for the US In Greek mythology, Scylla and Charybdis are two mythical sea monsters guarding a narrow...

Looking a few years ahead, we are going to have substantially higher gold prices i.e. at least a 10-fold move from the current price of $2500/oz

Economy

Why Fed rate changes cannot influence gold prices today

Shanmuganathan Nagasundaram - September 8, 2024 1

In today's market, Fed rate changes do not influence gold prices The US Federal Reserve will most certainly cut the Fed funds rate on September...

The probability for a much worse than the 1970s inflation or perhaps even hyperinflation in the US Dollar looks to be a very high one

Economy

US Economy – At the Crossroads

Shanmuganathan Nagasundaram - June 26, 2023 0

Does US Fed know what lies ahead? The pause by the US Federal Reserve in the June meeting while still indicating at least a couple...

Will the bursting of HB 2022 make 2008 look like the proverbial Sunday school picnic?

Economy

Housing bubble 2022 is NOT Housing bubble 2008

Shanmuganathan Nagasundaram - September 30, 2022 0

Why this housing downturn is nothing like the last one With the caveat that the Housing bubble (HB) 2022 is not yet officially categorized as...

Inflation | What we are living through is a very unique period and there is no precedence to a bubble built on fiat money in the asset classes of bonds, equities, and real estate unraveling one after another

Economy

2022 – It is different this time

Shanmuganathan Nagasundaram - January 7, 2022 0

Most frightening decades ahead Regular readers should by now understand that we are looking at one of the most frightening decades ahead. Whether it is...