Adem Tumerkan

China’s economy has officially fallen into deflation – for the first time in two years. The consumer price index (CPI) dipped -0.30% year-over-year in July. The producer inflation index (PPI) remained...

Over the last month, it appears that the crowd has now taken full swing from the economic ‘hard’ landing view to the ‘soft’ landing view. Q2 gross domestic product (GDP) came in higher than expected...

Back in March, I wrote about the pandemic-era savings glut and why it was premature to discuss an impending recession as long as it remained. But have no doubt, that massive $2.1-to-2.3 trillion...

While many media pundits focus on the conflicting jobs data and equity markets, there’s something else sending out warning signs. Something that’s been grossly ignored. I’m talking about bank credit...

One of my favorite economic thinkers is Michael Mauboussin. His book – More Than You Know: Finding Financial Wisdom in Unconventional Places – and various other ‘white papers’ by him have impacted my...

China’s economy is seemingly stuck. And it shouldn’t come as a surprise. The Chinese consumer is anemic. Debt has soared. Deflation mounts. Private business investment is eroding. Youth unemployment...

Banks have looked increasingly fragile over the last year. And besides three-of-the-four largest U.S. bank failures happening in early-2023, many feel like the worst is over. But I disagree. Because...

Many financial pundits and analysts often only look at central bank interest rate hikes or cuts. As if it’s an objective measure across all yields. They’ll say, “Rates at so-and-so are too tight” or,...

The oil price has taken a beating over the last year. Brent crude oil – used to set the price of about two-thirds of the world’s internationally traded oil supply – hit a cycle peak of $122 per barrel...

I may sound like a broken record here, but in this post-1980s global economy, credit drives everything. From assets and equities to growth and price pressures. There are two key reasons for this: 1....