Money: Inside and Out

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A historical Fed meeting
Dot revisions and uncertainty
 • 
Jens Nordvig
Fooled by the seasons
The Fed has been wrong-footed by early-year price resets
 • 
Chris Marsh

August 2024

Eurozone portfolio debt inflows resume
The portfolio outflows that accompanied QE are reversing
 • 
Chris Marsh
China's great carry trade to unwind?
History suggest that Dollar weakness could unleash $20bn/month in FX sales. But will this time be different?
 • 
Martin Lynge Rasmussen
We cannot have monetary policy based on luck
NOK weakness poses problems for the Norges Bank
 • 
Tor Vollalokken
1
China's preliminary Q2 BoP
Basic balance turns negative (again), net FDI plummets
 • 
Martin Lynge Rasmussen

July 2024

How to Manage the Dollar (Part II)
How strong is the dollar?
 • 
Jens Nordvig
 and 
Chris Marsh
1
How to Manage the Dollar (Part I)
A little bit of dollar history
 • 
Jens Nordvig
 and 
Chris Marsh
2
Money and the Bernanke Review
After all that, isn't money still missing?
 • 
Chris Marsh
2

May 2024

The Return of the Bond Vigilantes or the Start of the 'Roaring 20s'?
There has been enormous focus on bond supply as a determinant of long-bond yields, but macro fundamentals and Fed policy still dominate
 • 
Alex Etra

April 2024

China's unremitted export earnings
Could be as much as $1.5tn but who is behind it?
 • 
Martin Lynge Rasmussen
Anatomy of capital flight in China...
Or a portrait of those who get caught
 • 
Martin Lynge Rasmussen
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