Tim Iacono at The Mess That Greenspan Made had some interesting graphs this week.
Category Archives: financial markets
The dollar and interest rate expectations
What can one read from asset responses to “news”
Does a new economic team mean a new economic policy?
Henry Paulson has been nominated to the position of Secretary of Treasury. Will it matter?
Commodity price inflation
Commodity markets have been a little too exciting recently for my quiet tastes.
The portfolio balance effect and reserve diversification
Implications from the debate over the Renminbi. And the Won. And the…
New research on the current account adjustment process
Insights on how global current account imbalances might be resolved
Who’s grumpy about this week’s good economic news?
People who bought long-term Treasuries at 4.3%, that’s who.
What’s moving long-term yields?
Long-term interest rates continue to creep up.
Chinese revaluation
What would be the important effects?
The dollar and purchasing power parity
In my post on the dollar’s trajectory, one person asked about purchasing power parity (PPP). Here is a brief discussion of the relevance of this concept to exchange rate forecasts.