Currencies

Chinese Inflation Is More Than China And More Than Inflation

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Surely Confused By The Slope—–A Crash Is Still A Crash

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A Closer Look At China’s ‘Dollar’ Gap

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Nothing Unexpected And Nothing Good In Bank Results So Far

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Secular Stagnation Would Be The Best Case—— But Even That’s Not Realistic

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The Global Economy Didn’t Change Last Year——Views of QE Did

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Mind The Forwards——–The Rising Dollar And China’s Three Month FX Cycle

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Central Bankers’ Shampoo Policy——Rinse And Repeat

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It’s Not Just A Supply Glut—–US Oil Stocks Up 40% In Last 2 Years

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Origins Of The Global Dollar Short——-A Note On The Rise Of The Eurodollar

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