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Category: In Summary

The Summer of Inflation

I think we are about to experience a pretty dramatic resurgence in inflation.
Ben Hunt June 9, 2025
0 Comments

How I Learned to Stop Worrying and Love the Deficit

This is a common knowledge moment for the global financial system -- everyone now knows that everyone now knows that the US deficit cannot be controll…
Ben Hunt May 27, 2025
0 Comments

We Now Resume Our Regularly Scheduled Entertainment

I think we are now resuming our regularly scheduled entertainment, which means dollar down, gold up, and everyone – and I do mean everyone – poise…
Ben Hunt May 20, 2025
0 Comments

ET Professional Webinar Replay – May 16, 2025

We’ve built and published a new set of narrative storyboards on traditional safe haven assets like US Treasuries, and we discuss that in this live Z…
Ben Hunt May 19, 2025
0 Comments

The Death of Risk and the Triumph of Consumption

It’s really pretty stunning how the largest sovereign bond market in the world (the United States) and the third largest sovereign bond market in th…
Ben Hunt May 15, 2025
0 Comments

The Liz Trussification of America

Like every insurance CIO at this conference, I also think that the Fed will step in as a buyer of last resort if we have a flash crash in Treasuries. …
Ben Hunt April 28, 2025
0 Comments

ET Professional Webinar Replay – April 24, 2025

A recording of our Professional Call held on Friday April 24, 2025.
Ben Hunt April 28, 2025
0 Comments

This Is the Business We Have Chosen

I think that no matter what happens in the US-China trade war, the professional investment and allocation world no longer trusts the global prime brok…
Ben Hunt April 18, 2025
0 Comments

Capital Flight Narratives

I know it feels like everyone in our world is talking about capital flight out of the US, and our gut reaction (or at least my gut reaction) is to fad…
Ben Hunt April 17, 2025
0 Comments

ET Professional Webinar Replay – What Happens When the US is Just Another Country? (April 11, 2025)

Our technology shows two narratives -- “Foreign Investors Repatriating Capital” and “Investors see Gold as Better Alternative to UST” -- explo…
Harper Hunt April 16, 2025
0 Comments

The Prisoners Dilemma Portfolio

Every strategic interaction that the United States government participates in, both domestically and internationally, is transforming from a Coordinat…
Ben Hunt March 24, 2025
0 Comments

It’s Not ‘Recession Fears’

Today’s market breakdown – because that’s what it was, an ugly gross deleveraging breakdown – had little to do with ‘recession fears’, and…
Ben Hunt March 10, 2025
0 Comments

The Year of Magical Thinking

I’ve rarely seen a more powerful political and market narrative – we’re going to trigger a recession and that’s a good thing! – flowing just…
Ben Hunt March 4, 2025
0 Comments

I’ve Seen This Movie Before

Some quick thoughts on the inflation data out this week, along with the unusual market reaction to same.
Ben Hunt February 13, 2025
0 Comments

Fast and Furious

We’ve analyzed DeepSeek narratives in global news media over the past week to evaluate how they’re evolving. What started as a dominant narrative …
Ben Hunt February 3, 2025
0 Comments

One-Shot

In meme-world and videogames and pop culture, you ‘one-shot’ an opponent when you kill him with a single, devastating attack. Everyone is all set …
Ben Hunt January 26, 2025
0 Comments

The Prisoner

As much as our modern day Number Six – Fed Chair Jay Powell – may protest that he is a free man with lots of wiggle room on the pace of future rat…
Ben Hunt December 13, 2024
0 Comments

The Global Scrum

I think the scrum is a great metaphor for what’s happening everywhere in the world right now, not just in Washington DC for the domestic US politica…
Ben Hunt December 3, 2024
0 Comments

The Swallows Return to Capistrano

The Wall Street year-ahead "outlook notes" are like the swallows returning to Capistrano ... next year will be a stock-picker’s market, and we shoul…
Ben Hunt November 20, 2024
0 Comments

The Iranian Maginot Line

I thought Israel was the country with the Maginot Line – in the form of the Iron Dome missile defense system – and that the Phony War would resolv…
Ben Hunt October 7, 2024
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