eurodollar system

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

Read More

A Closer Look At China’s ‘Dollar’ Gap

Read More

Nothing Unexpected And Nothing Good In Bank Results So Far

Read More

Context Please——-China Isn’t “Recovering”

Read More

What Rebound? China’s Q1 Exports Down 10%, Worst Since Late 2008

Read More

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

Read More

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

Read More

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

Read More

The IMF Discovers The Ticking Clock——-China Massive Forward Dollar Short

Read More

The Brazilian Basket Case——Collapsing Bubbles, Crushing Debts, GDP Sinks 6% Y/Y

Read More