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Dethroning the King: Five ways Trump could weaken the dollar

Dethroning the King: Five ways Trump could weaken the dollar Can President Trump instruct the US Treasury to intervene in FX markets and weaken the dollar? Twelve months ago, we wouldn’t have even considered this question. But under this new mercantilist US regime, who knows? We identify five ways in which Washington could try to engineer a weaker […]

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The Birth Of The PetroYuan (In 2 Pictures)

The Birth Of The PetroYuan (In 2 Pictures) Give me that!! It belongs to the Chinese now! h/t @FedPorn As we previously detailed,  two topics we’ve deemed critically important to a thorough understanding of both global finance and the shifting geopolitical landscape are the death of the petrodollar and the idea of yuan hegemony.  In November […]

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Ragin’ Contagion: When Debtors Go Broke, So Do Mercantilist Exporters

Ragin’ Contagion: When Debtors Go Broke, So Do Mercantilist Exporters Papering over the structural imbalances in the Eurozone with bailouts or bail-ins will not resolve the fundamental asymmetries in trade. Beneath the endless twists and turns of Greece’s debt crisis lie fundamental asymmetries that doom the euro, the joint currency that has been the centerpiece of […]

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Petrodollar Mercantilism Explained In One Chart

Petrodollar Mercantilism Explained In One Chart Over the past several months, with the price of crude plummeting to half where it was compared to a year ago, we have written much about the monetary reality of the Petrodollar (and more importantly, its recent disappearance), the socioeconomic implications for oil/commodity exporters, the liquidity considerations for the […]

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Olduvai IV: Courage
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Olduvai II: Exodus
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