Leading Deflationists in the Press

Originally published by CNBC on November 13, 2014 Read the original article.

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Leading deflationist Albert Edwards explains his deflationary stance in a November 13 CNBC article. He stresses that while China’s first-quarter gross domestic product (GDP) data had been “virtually overlooked” by investors, there are important signs that declining prices were looming. “China’s Q1 GDP was highly significant, not for the headline slowdown in growth… but because economy-wide [...]

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Originally published by Bloomberg on October 3, 2014 Read the original article.

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In part 2 of this article series for Bloomberg, Gary Shilling identifies warning signs he sees in the stock market, despite major indexes being near all-time highs. He argues that currency losses are one of the signs deflation is on the horizon: Currency translation losses for U.S.-based companies are already evident in emerging markets with [...]

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Originally published by Bloomberg on October 2, 2014 Read the original article.

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In an article series for Bloomberg, leading deflationist Gary Shilling says looming deflation is among the many warning signs investors should take note of: Slow economic and corporate revenue growth. Real gross domestic product growth since the mid-2009 expansion began has been the slowest in the post-World War II era. I expect tepid growth to [...]

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Originally published by Telegraph on July 6, 2014 Read the original article.

Leading deflationist Roger Bootle offers his latest take on deflation in an editorial from July 6 in the London Telegraph. Bootle argues that despite all of the talk of recovery in both the UK and US, “these economies are still not back to normal.” Bootle goes on to stress that the euro-zone continues to remain [...]

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Originally published by The Guardian on June 8, 2014 Read the original article.

Leading deflationist Roger Bootle wrote a June 8 editorial for The Guardian offering his point of view as to why the Eurozone will soon face deflation. The debt will continue to increase, unemployment will remain at these appallingly high levels and, unless something dramatic happens, the eurozone will slip towards deflation. Bootle goes on to [...]

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Originally published by Bloomberg on April 24, 2014 Read the original article.

In the third article of his deflation series for Bloomberg View, leading deflationist Gary Shilling explains that it “might be time to short the euro.” Shilling believes that the ECB is getting ready to depress the euro: The ECB reduced its overnight reference interest rate from 0.5 percent to 0.25 percent in November. If it [...]

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