Blog

Insight with a view of stock market events - in focus

Insight with a view of stock market events – in focus

Eduran Blog - with foresight into the future

The Eduran Navigator provides the necessary foresight every six months, and Eduran Spotlight offers specific insight into current developments in monetary matters.

EDURAN Spotlight

September 6, 2026. Lacy Hunt, a longtime proponent of the deflationary thesis, now views inflation as the greater risk. We analyze his argument—and explain where we disagree.
Read more

EDURAN Spotlight

  • um
Lacy Hunt, for decades the leading voice of the deflation thesis, now warns of structurally higher inflation and interest rates — driven by capital scarcity, deglobalization and runaway deficits. We put his argument in context and highlight a force we'd weigh at least as heavily: the interplay of technology and demographics. [...]

EDURAN Navigator

  • um
Q2 2026. "Ceasefire Rally". A fragile ceasefire in the Gulf, a new, more hawkish Fed chair and an explosion in semiconductors drive the S&P 500 to its best quarter since 2020. [...]

EDURAN Navigator

  • um
Second quarter of 2026. “Ceasefire rally.” A fragile ceasefire in the Gulf, a new, more restrictive Fed chair, and a surge in the semiconductor sector propel the S&P 500 to its best quarter since 2020. [...]

Eduran blog posts:

EDURAN Spotlight

September 6, 2026. Lacy Hunt, a longtime proponent of the deflationary thesis, now views inflation as the greater risk. We
Read more

EDURAN Spotlight

Lacy Hunt, for decades the leading voice of the deflation thesis, now warns of structurally higher inflation and interest rates
Read more

EDURAN Navigator

Q2 2026. "Ceasefire Rally". A fragile ceasefire in the Gulf, a new, more hawkish Fed chair and an explosion in
Read more

EDURAN Navigator

Second quarter of 2026. “Ceasefire rally.” A fragile ceasefire in the Gulf, a new, more restrictive Fed chair, and a
Read more

EDURAN Navigator

Q1 2026. "Hormuz Shock". A US-Israeli military strike on Iran and the resulting oil price shock plunge markets into a
Read more

EDURAN Navigator

H1 2025. "Tariff Shock". A historic tariff day and a dollar crash defined the first half, while gold, European banks
Read more
Load more