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<span style="font-family: Georgia, "Times New Roman", serif;">A bearish frenzy has developed in the US dollar, and is probably the strongest consensus I've seen since the bullish stampede in oil futures crashed last Summer. With publicity hungry...
<span style="font-family: Georgia, "Times New Roman", serif;">I wrote several times in 2008 on Japan's secular economic decline, determined by the developed world's worst demographic outlook. Over the next 20 years, the workforce will decline by 20%....
<span style="font-family: Georgia, "Times New Roman", serif;">Don't expect to be crushed underfoot in the rush; while rate cuts were tightly co-ordinated to stem last year's systemic panic, their reversal will be piecemeal and grudging. The decision by...
<span style="font-family: Georgia, "Times New Roman", serif;">With Hilary Clinton as Eva Peron singing 'Don't cry for me Obama'? One of the most remarkable economic reversals over the last decade has been the impressive macroeconomic discipline shown...
In recent days, it's being reported that the Fed is structuring a new securities reverse repo program with Wall Street money market funds, in the first practical sign of a policy 'exit strategy'. At some point soon, the Fed will be buying new...
