Insights

Featured commentary, analysis, and ideas from our team.
Results for tag "foreign currency"
 

How Japan’s Past Is Relevant to the U.S.

Today, the U.S. has an asset bubble comparable to Japan’s in 1989-1990, and so how Japan navigated an exit from their bubble can yield stylized insights on what might be in store for the U.S.

 

The Hidden Implications of Global Index Re-Weightings

In the midst of a Capital War, the China Lobby is deftly pushing for American retirees and pensions to help fund an asset bubble in China, and their vehicle of choice is the ubiquitous index fund.

 

China Growth: FX and Asset Bubble

China’s foreign currency reserves are too low to support its asset bubble and money supply. The CCP’s diminished ability to drive global growth could reduce the costs of U.S. decoupling.