Money: Inside and Out

Money: Inside and Out

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Back to the nineties
Argentina and the Fund turn back the clock
 • 
Chris Marsh
1
Are Foreigners Selling US Assets (Part II)
Dramatic USD selling took place in April, but there has been differences by FX cross, and we are now arguably six months into an asset allocation shift…
 • 
Jens Nordvig
1
Xi Jinping on the front page
Data doesn't support alarmist headlines of Xi's demise
 • 
Martin Lynge Rasmussen
Goods inflation and the tariffs
Underneath the surface, US inflation is on the move
 • 
Chris Marsh
1
China's BoP in H1-2025
China's BoP is in good shape but further strength will require resilient exports
 • 
Martin Lynge Rasmussen

July 2025

June 2025

German fiscal policy on the move
Not quite a return to reunification, but still a substantial change
 • 
Chris Marsh
Argentina's new EFF
What's in the new program?
 • 
Chris Marsh
Norges Bank should cut rates now
The timing is the best in two years
 • 
Tor Vollalokken
China FX diversification and the dollar
The renminbi's role in China's international transactions is increasing. But beyond the renminbi, diversification away from the dollar has made little…
 • 
Martin Lynge Rasmussen
Dealing with Trump’s Reign of Confusion
Investors can act to protect the rule of law in the United States
 • 
Gregory Makoff
1

May 2025

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