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Anatomy of capital flight in China...
Or a portrait of those who get caught
Apr 7
•
Martin Lynge Rasmussen
6
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Anatomy of capital flight in China...
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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
•
Alex Etra
19
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The Japanese Bid for Foreign Bonds After the End of Yield Curve Control
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Germany's record trade surplus
Move over China, Germany is back!
Mar 11
•
Chris Marsh
10
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Germany's record trade surplus
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What caused the surge in post-pandemic inflation?
Evidence for a common global supply shock on goods import prices
Mar 7
•
Alex Etra
16
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What caused the surge in post-pandemic inflation?
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February 2024
Argentina: Four notes continued (No.2)
Note 2: Central bank sustainability
Feb 28
•
Chris Marsh
4
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Argentina: Four notes continued (No.2)
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Are Bitcoin ETFs cannibalising other assets?
US Bitcoin ETFs have attracted $5.2bn of inflows...
Feb 27
•
Martin Lynge Rasmussen
and
Maria Castaneda
9
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Are Bitcoin ETFs cannibalising other assets?
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Argentina: Four notes on a revised program (No.1)
Note 1: Exchange rate assumptions
Feb 23
•
Chris Marsh
2
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Argentina: Four notes on a revised program (No.1)
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A January bounce
United States CPI beat expectations in January
Feb 21
•
Chris Marsh
10
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A January bounce
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Is China intervening?
A simple question with no easy answer.
Feb 20
•
Alex Etra
13
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Is China intervening?
moneyinsideout.exantedata.com
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Headed for Russia?
A recent surge in Chinese steel exports could be supporting the Russian war effort
Feb 17
•
Chris Marsh
14
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Headed for Russia?
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Coordinated disinflation
2023H2 saw inflation collapse across the US, UK and Eurozone
Feb 5
•
Chris Marsh
2
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Coordinated disinflation
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January 2024
Lagarde makes a poor central banker
According to some ECB staff. Does this matter?
Jan 28
•
Chris Marsh
15
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Lagarde makes a poor central banker
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