Our Contrarian View on the Dollar
Neither arbitrage nor Trump can justify the rally. What shouldn’t be up must come down.
Global PMI - 2017-01-04
Creating Economic Assets out of Nothing
TrumpLand and Clinton Archipelago
France contemplates breaking with an unsustainable status quo
What Happened When Venezuela Outlawed Its Own Currency
2017: It’s Bigger than The Donald
Faster growth will come not from Trump, but from the grass-roots forces that elected him.
Global Real Rates and Yields - 2016-12-28
2017: Making American Crude Again
Higher prices, deregulation, infrastructure – and tariffs – make US frackers takeover targets.