Archive - Money: Inside and Out

How to Manage the Dollar (Part I)

A little bit of dollar history

Jul 23 •

and

Money and the Bernanke Review

After all that, isn't money still missing?

Jul 20 •

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

May 11 •

April 2024

China's unremitted export earnings

Could be as much as $1.5tn but who is behind it?

Apr 28 •

Martin Lynge Rasmussen

Anatomy of capital flight in China...

Or a portrait of those who get caught

Apr 7 •

Martin Lynge Rasmussen

March 2024

The Japanese Bid for Foreign Bonds After the End of Yield Curve Control

The Bank of Japan is widely expected to end yield curve control. But Japanese yields will remain low, and foreign bonds will remain attractive to those…

Mar 19 •

Germany's record trade surplus

Move over China, Germany is back!

Mar 11 •

What caused the surge in post-pandemic inflation?

Evidence for a common global supply shock on goods import prices

Mar 7 •

February 2024

Argentina: Four notes continued (No.2)

Note 2: Central bank sustainability

Feb 28 •

Are Bitcoin ETFs cannibalising other assets?

US Bitcoin ETFs have attracted $5.2bn of inflows...

Feb 27 •

Martin Lynge Rasmussen

and

Maria Castaneda

Argentina: Four notes on a revised program (No.1)

Note 1: Exchange rate assumptions

Feb 23 •

A January bounce

United States CPI beat expectations in January

Feb 21 •

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