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.
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.
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. [...]
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. [...]
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. [...]
