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Capital Flows–Is a Reckoning Nigh?
CAPITAL FLOWS – IS A RECKONING NIGH? Borrowing in Euros continues to rise even as the rate of US borrowing slows The BIS has identified an Expansionary Lower Bound for interest rates Developed economies might not be immune to the ELB Demographic deflation will thwart growth for decades to come In Macro Letter – No 108 […]
Why Capital Flows Are the Only Real Guide to Market Trends
Why Capital Flows Are the Only Real Guide to Market Trends QUESTION: Hello Martin I wish all the best for you. The work you make every day to rise up our understanding about the world is amazing and make me feel a huge respect. it is very inspiring. I’m a small customer of your private blog. […]
Argentina’s Peso Crisis, Capital Flows and Financial Fragility in Emerging Markets
Argentina’s Peso Crisis, Capital Flows and Financial Fragility in Emerging Markets On May 4, the Banco Central de la Republica Argentina, the country’s central bank, raised policy interest rates to a whopping 40 percent to stem the rapid depreciation of the national currency, the peso. The surprise rate increase was the third in a week […]
There is No “Free Trade”–There Is Only the Darwinian Game of Trade
There is No “Free Trade”–There Is Only the Darwinian Game of Trade Rising income and wealth inequality is causally linked to globalization and the expansion of Darwinian trade and capital flows. Stripped of lofty-sounding abstractions such as comparative advantage, trade boils down to four Darwinian goals: 1. Find foreign markets to absorb excess production, i.e. […]
Forget “Free Trade”–It’s All About Capital Flows
Forget “Free Trade”–It’s All About Capital Flows In a world dominated by mobile capital, mobile capital is the comparative advantage. Defenders and critics of “free trade” and globalization tend to present the issue as either/or: it’s inherently good or bad. In the real world, it’s not that simple. The confusion starts with defining free trade […]
Which Countries Will Be Tomorrow’s Winners & Losers?
Cienpies Design/Shutterstock Which Countries Will Be Tomorrow’s Winners & Losers? Resources, capital flows & demographics will be key The dictum “demographics is destiny” proposes that all the complexities of finance, society and politics are ultimately guided by demographics: the relative size of each generation, birth rates, death rates, etc. For example, an oversized generation of […]
German Study: USA is the Top Tax Haven in the World
German Study: USA is the Top Tax Haven in the World A new study by the Green Party in Germany places the USA at the top of the list of tax havens for foreign investors. They have highlighted the key states in their study. I have written about this before. The strong capital flows coming into the USA from […]
Is This How the Next Global Financial Meltdown Will Unfold?
Is This How the Next Global Financial Meltdown Will Unfold? In effect, a currency crisis is simply the abrupt revaluation of the currency to reflect new realities. I have long maintained that the structural imbalances of debt and risk that triggered the Global Financial Meltdown of 2008-2009 have effectively been transferred to the foreign exchange […]
