global recession

About Those Alleged EM Central Bank “Reserves”——The Nightmare Scenario

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History Repeats; China as Japan

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Japan Is A ‘Stimulated’ Disaster; Why Not More?

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China’s Downturn Is Our Downturn——- Almost Perfectly Matched

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Draghi’s Massive QE Notwithstanding, Europe Goes Nowhere

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There Is Only One Currency War——It Is Driven By The Global Dollar Short

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Wholesaling Out of China—–Why The Yuan Is Tumbling

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China’s Yuan Move Wasn’t ‘Stimulus’——-It Reflects PBOC’s Desperate Struggle For Stability

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Demise Of The Eurodollar Standard——Eight Years Later And Still No Going Back

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Global Dollar Short Roiling Commodity And EM Currency Markets, Again

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