via BCA Research - Low Growth And High Debt
BCA Research is attempting to remind everyone that the new paradigm trumping economics is low growth and high debt, 'because the system works,' but uses the euphemistic slant of financial repression.
Thus we will have lower yields in bunds going forwards, more debt and more inflation.
http://blog.bcaresearch.com/low-growth-and-high-debt-financial-repression-is-here-to-stay
via Wall St. Journal Blog - A Strong $CAD Will Oblige Rate Cuts
The Wall St. Journal Blog speculates that a strong $CAD will prompt rate cuts with the Bsnk Of Canada. Poloz has been targeting inflation and lowering rates, which is a formula that all central bankers are using, it's also the formula for higher gold prices globally.
Also notable to the discussion is how the $CAD has made up for lost ground, but the $CAD gold price has notched higher in the meanwhile.
http://blogs.wsj.com/canadarealtime/2015/05/15/stronger-canadian-dollar-could-compel-bank-of-canada-to-cut-again/