US Monetary Policy After The âGreat U-Turnâ
âTrueâ Fed Funds policy rates (incorporating the effects of QT) are nearer 5-6% than the stated 2½% âTightâ monetary stance is unsustainable and...
790 Views
Asian Frontier Monitor: One Belt New Road - Here Comes America
In our third report in the Belt and Road Initiative (BRI) or One Belt One Road (OBOR) series, we examine a brand-new US strategic initiative to...
870 Views
Post-G20, The US Dollar Is Armed And Pointed At Europe For 2019. Could Capital Flows Be The Trigger?
US dollar has been weaponized by Trump Administration US trade policy resembles pattern of attack on Japan in 1980s China will avoid revaluation...
488 Views
The Changing Direction of Global Capital Or Why This US Bear Market Will Be Very Different
Impact of Central Bank tightening already squeezing Global Liquidity and hitting asset prices Cross-border Capital Flows are less...
509 Views
Charts That Matter
This webcast outlines pivotal chart points that can change the DM/EM spread and risk in Asia. Shanghai composite bull reversal off of the 2016 low...
484 Views