John Mauldin

Long Term Rate Headache

Today we’ll consider the interaction between long-term interest rates, the Fed’s limited abili

By John Mauldin

I’ve been writing about inflation more in recent months and quarters because inflation has become the major driver of

By John Mauldin

This week a number of articles caught my attention. The only thing that ties them together is

By John Mauldin

This week, the Fourth of July, the 250th birthday of the greatest experiment in self-governance the world ha

By John Mauldin

When we talk about inflation, the conversation usually centers on periods (like now) when inflation is especially h

By John Mauldin

We all know that Congress is never going to allow Social Security not to be paid. This begs a number of question

By John Mauldin

Despite everything we have seen in the economic data, which can be confusing, the US consumer has refused to crack. My friend D

By John Mauldin

The world is not ending. It is restructuring. But restructuring, as I noted at the outset, comes with an asterisk. What is reall

By John Mauldin

Climate change has become a defining force in geopolitics. As governments respond to record heat

By John Mauldin

What is unusual about today, and I mean genuinely unusual, historically unusual, is that the people building the equival

By John Mauldin