@thomas Author articles

Thomas Keller breaks down the mechanics of the 2% inflation target, the 1971 gold-dollar split, and why gold remains the classic debasement hedge today.

EUR/JPY is trading near yearly highs as BoJ and ECB policy diverge. Here's what's driving the cross, the key technical levels, and where it could go next.

Forex seasonality reveals recurring currency patterns tied to fiscal cycles, repatriation flows, and liquidity gaps. Learn which months matter and why.

Inflation expectations drive real prices. Discover how cognitive bias, media tone, and herd behavior turn fear of rising costs into actual inflation.

Discover how reflation, stagflation, and deflation shape interest rate cycles, and which assets historically outperform in each of the four economic quadrants.

Explore how the Phillips Curve links unemployment and inflation - from A.W. Phillips' 1958 origins to NAIRU, expectations theory, and modern monetary policy.

An analytical review of how central banks utilize asset purchases to influence long-term interest rates, stimulate credit growth, and manage economic stability.

Consumer prices jumped 3.8% in April as rising fuel and food costs, driven by US-Iran conflict, outpaced domestic wage growth for the first time in three years.

Alphabet shares surge as Gemini AI integration and robust cloud growth push Google parent company toward a record-breaking market valuation over rivals.

The RBA raised rates to 4.35% as Brent crude tops $100 and the Strait of Hormuz remains closed. Here's what it means for the global economy.

The UN Food and Agriculture Organization reports a 1.6 percent increase in global food prices for April, driven by supply chain risks and energy cost hikes.

The University of Michigan reports record-low sentiment and rising inflation expectations as energy shocks from the Iran conflict alter consumer behavior.

AI and global wealth trends show billionaire counts hitting 4,000 by 2031. Asia-Pacific leads this shift as tech outpaces traditional industries.

An analytical review of historical hyperinflationary episodes and the mechanisms that trigger currency collapse, framed against modern fiscal risks.