Follow the Money
Latest Post
What Would Happen if China Started Selling Off Its Treasury Portfolio?
The trade war between the U.S. and China is starting to get serious. President Trump is now threatening tariffs on up to $450 billion of Chinese imports, or about 90% of what the U.S. imported in 2017. Read More
June 14, 2018
Emerging Markets
Emerging Markets Under Pressure
Emerging markets have come under a bit of pressure recently, with the combination of the dollar’s rise and higher U.S. ten year rates serving as the trigger. The Governor of the Reserve Bank of India has—rather remarkably—even called on the U.S. Federal Reserve to slow the pace of its quantitative tightening to give emerging economies a bit of a break.
Read MoreJune 7, 2018
Germany
Merkel and Scholz Have Put the IMF in a Pickle
Germany seems to have ruled out all the mechanisms for eurozone fiscal expansion that the IMF liked…
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