Posts by Joana Freire
Why is the CHF so Strong? A Balance Sheet Explanation
Extract from our “Why is the CHF so Strong? A Balance Sheet Explanation” research paper, published 18th February 2021…
Read MoreEmerging Markets = China + EM ex China
We find the term ‘EM’ increasingly problematic, because of the stark divergence…
Read MoreThe Dollar and the Economic Recovery
Extract from our “The Dollar and the Economic Recovery” research paper, published 1st July 2020…
Read MoreOne Size Fits None
Extract from our “One Size Fits None” research paper, published 7th May 2021…
Read MoreE-CNY
The Chinese RMB is going digital. Beijing has begun to experiment, in a limited trial in four cities, with the use of e-CNY.
Read MoreChina’s Decelerating Potential Growth and Theseus’ Ship
We believe China has entered a phase of declining trend growth, which is neither…
Read MoreThe Prospective Return of Industrial Policies
The process of globalisation will need to take a break, in light of the stresses it has imposed on…
Read MoreEM’s Bad Case of QE Hangover
While the dollar is not necessarily under-valued, it is under-owned.
Read MoreEmerging market growth engine shifting from beta to alpha: the case of Brazil
In the past decade, the emerging market economies have essentially been…
Read MorePM Abe’s First Arrow Hits the Bulls-Eye
Like July 26, 2012, when Mr Draghi gave the famous Bumblebee speech, April 4, 2013, will be recorded in economic history books as another watershed in extraordinary central bank actions.
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