THE UNTOLD STORY OF THE WORLD´S MOST RESILIENT CURRENCY / THE FINANCIAL TIMES OP EDITORIAL

The untold story of the world’s most resilient currency After Thailand became ground zero in the Asian financial crisis, the baht achieved a...

SPENDRIFT NATIONS: WHERE THE COMING HOUSING CRUNCH WILL BE MOST PAINFUL / THE ECONOMIST

Spendthrift nations Where the coming housing crunch will be most painful Global property’s goody-two-shoes are in trouble A  housing crash s...

PUTTING AMERICA´S DEBT IN ITS PLACE / PROJECT SYNDICATE

Putting America’s Debt in Its Place Those who imagine an imminent debt crisis in the United States are making much ado about nothing. It wou...

CALM BEFORE THE STORM / CREDIT BUBBLE BULLETIN

Calm Before the Storm Doug Nolan  Ten-year Treasury yields traded as high as 4.09% this week, the high since November 9th.  Benchmark MBS yi...

CHINA AND AMERICA ARE LOCKED IN DESTRUCTIVE CODEPENDENCE / THE FINANCIAL TIMES OP EDITORIAL

China and America are locked in destructive codependence The global superpowers need each other for economic reasons they would rather not a...

QUANTITATIVE FRIGHTENING: THE FEDERAL RESERVE´S $2.5TRN QUESTION / THE ECONOMIST

Quantitative frightening The Federal Reserve’s $2.5trn question Upon which the future of monetary policy rests Can a central bank make $2.5t...

FED´S DALY SAYS U.S. RATES LIKELY TO BE HIGHER FOR LONGER / THE FINANCIAL TIMES

Fed’s Daly says US rates likely to be higher for longer Comments reflect increasing concern about persistent inflation and global trends fue...

GERMAN DEINDUSTRIALIZATION IS STILL LOOMING / PROJECT SYNDICATE

German Deindustrialization Is Still Looming Germany’s economic model, which relied on cheap Russian gas imports and high-quality industrial ...

CHINA´S ULTRA-FAST ECONOMIC RECOVERY / THE ECONOMIST

What pandemic? China’s ultra-fast economic recovery The country’s reopening will boost global growth, perhaps uncomfortably JISHOU, CHINA - ...