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07/12/2022, 11:13

Will China drive the global financial cycle?

US policy has been working to dampen the global financial cycle through rate hikes and the consequent rise in the dollar. Can any increased positivity towards China act...

by Admin
04/08/2022, 13:54

Compounding US dollar strength

The dollar remains strong and, when trying to explain this, a lot of focus is put on monetary policy and rate differentials, as if relatively high US rates suck capital...

by Admin