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Spring has Spring but No Thaw in US-China Relations

March 31, 2009
The US political pressure on China will heat up in the coming weeks. The pressure will likely culminate in May with the US Treasury formally citing China as a manipulator in the currency market. Anticipation of further appreciation of China’s renminbi is likely to help underpin other currencies in the region and help draw investment into the regio…
Spring has Spring but No Thaw in US-China Relations Spring has Spring but No Thaw in US-China Relations Reviewed by magonomics on March 31, 2009 Rating: 5
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Why the SDR is DOA

March 27, 2009
The recent discussions of the IMF's Special Drawing Rights needs to be placed within the context of the current profound crisis and calls for a new financial architecture.
At least four months ago George Soros (and others) proposed an increase in SDRs to help provide sufficient liquidity to arrest the deflationary forces that were growing. Ir…
Why the SDR is DOA Why the SDR is DOA Reviewed by magonomics on March 27, 2009 Rating: 5
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CNBC: New Global Reserve Threat to Dollar CNBC: New Global Reserve Threat to Dollar Reviewed by Marc Chandler on March 25, 2009 Rating: 5
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Dollar Wobbles

March 20, 2009
The U.S. dollar has been beaten back in recent days and the perma-bears are taking to the airwaves. They attribute this decline to the Federal Reserve’s decision to increase its balance sheet by $1.15 trillion. While the dollar fell hard on the unexpected news, the fact that it’s decline began some time prior to the Fed’s move, suggests a more nua…
Dollar Wobbles Dollar Wobbles Reviewed by magonomics on March 20, 2009 Rating: 5
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Fed Preview: More Talk, Less Action

March 16, 2009
The FOMC meets on the 17th and 18th of March. While there is speculation of new measures, including the outright purchases of Treasuries, the probable outcome is more subdued. More likely than buying long-dated Treasuries, the FOMC could announce increase in its size or scope of buying mortgage-backed securities.
The Fed’s economic assessment is u…
Fed Preview: More Talk, Less Action Fed Preview: More Talk, Less Action Reviewed by magonomics on March 16, 2009 Rating: 5
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Who Watches the Watchmen?

March 13, 2009
Experts told us that the odds of what is currently happening were so infinitesimally small, it was more likely the sun fail to rise in the sky tomorrow. And yet here we are. Surely, we should be suspicious of their diagnosis and subsequent policy prescriptions, but despite the political paralysis, there seems to be nearly universal agreement.
Infor…
Who Watches the Watchmen? Who Watches the Watchmen? Reviewed by magonomics on March 13, 2009 Rating: 5
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Sun Rise, Sun Set

March 06, 2009
The decline of the yen in recent weeks is the most dramatic development among the major currencies. Previously, and frustratingly for Japanese officials and businesses, the yen was the strongest currency. From its summer high through late January, the dollar fell almost 22% against the yen. The euro and sterling’s decline was even more precipitous…
Sun Rise, Sun Set Sun Rise, Sun Set Reviewed by magonomics on March 06, 2009 Rating: 5
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