Get ready for a little EM inflation
…requirements. But with US rates expected to stay low for an “extended period”, international interest rate differentials will change and monetary flows will shift. Capital inflows can lead to inflation…
…requirements. But with US rates expected to stay low for an “extended period”, international interest rate differentials will change and monetary flows will shift. Capital inflows can lead to inflation…
…the biggest holder of US government debt with $768.8bn. China overtook Japan as the largest holder in September 2008. I don’t know what foreign demand is (these are net flows,…
…they fail to understand that economic fundamentals are changing. Contrary to popular belief, the level of the renminbi has become rather inconsequential to Chinese trade flows. Why? Because despite the…
The Miami Insider has a comment on who makes money today, and who benefits in the longer run. Reprinted with permission from the author. Daniel Honan writes, quote: The Economic…
…flows, trade, and private demand. Confidence, consumer, investor, and business, is key – let’s focus on the consumer. The one that accounts for roughly 17% of global GDP – i.e.,…
by Rebecca Wilder The Customs Administration announced record trade flows in and out of China in December. Specifically, exports grew at a 17.7% annual pace, while imports surged 55.9% over…
…likely, the wealth to personal income ratio has mean-reverted, and will not rise back to its 5.7 1997-2007 average. A necessary condition is that global portfolio flows rebalance – i.e.,…
…sustained domestic demand with massive and open-ended fiscal deficits? Answer: a wave of fiscal crises. It sounds so imminent: re-balance now, or else. Sure the tides of portfolio flows must…
…a much more efficient layout of a factory by eliminating machine departments by function, layout the shop floor by major part flows from receiving to shipping, and in the end…
…water) all move around, and when I extract stuff from under my property, it creates a vacuum, so that stuff that used to be under your property flows under mine….