A Treacherous Rebalancing Act: A Currency View
Bob Dylan’s song “The times they ‘re a changing”, fits pretty well in today’s global picture. The landscape is changing indeed. Where should we start? In the Arab world? In the fiscal imbalances in the EU but also in the US? In the credit mechanism and its collateral...Birth Pains: Petrostates, Oil Prices, and the Emerging Middle East Landscape
Over the weekend the headline news was about the continuing turmoil in Arab countries. The reports state that over 200 people are dead in Libya, after the “firing on civilians” took place. The autocratic regime of Gaddafi may be cracking after more than 40 years in...On Hotspots Part III: Turkey and its Role in the Changing Middle East Landscape
Turkey has become a critical pole in the future hierarchy of global political and economic influence. The recent turmoil in the Middle East seems to be a prime opportunity for the role it wishes to play in the global politico-economic landscape. Over the past few...On Exchange & Interest Rates: Liquidity Concerns in the Midst of Unrest and the Construction of the New Silk Road
On August 9th of last year, we published on this website a commentary on what amounted to be a prelude to our September newsletter, regarding the Chinese bubble. A few months later and in the beginning of the new Chinese Year, we observe some troubling developments in...Sign Up for Our Publications
