China: An Accident Waiting to Happen? Comparing the Current Chinese Economy to the One in 2015
Current economic conditions in China increasingly resemble those of 2015-2016, with some looking worse than eight years ago.
412 Views
From Capital Wars to Currency Wars: Weak US Dollar in 2023?… Or Will the Yuan Tumble To RMB10/US$?
Could the CNY test RMB10/US$? China’s broken economy needs a new source of demand that creates less debt dependent future GDP growth. Devaluation...
1k Views
Post-Jackson Hole: Don’t Fight The Fed… Euro Collapse Threatened?
Post-Jackson Hole, US policy is front-ended loaded. Fed B/S reduction or QT is asymmetric and non-linear in its effects. It will cause funding...
675 Views
Crypto Markets Recover Despite 9.1% Inflation.
Price Movements: BTC staged a strong comeback early Monday morning, trading above $22k for the first time in 10 days. ETH is up 30% over the last...
256 Views
USDJPY Disconnect
The price action on USDJPY & the DXY Index as well as short term developments in the fixed income markets are beginning to warn of a stretched USD...
294 Views