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Published Research Examples
China and the De Facto Asian Economic Union
The global economy is approaching a major watershed: for the first time in modern history, the three economic blocs – the US, Europe, and Asia…
Falling Inflation to Bring Down the Dollar in 2023
We expect US inflation to continue to decline at roughly the same pace as it rose in 2021 and the first half of 2022…
On the Prospective Manufacturing Divestment from China
What are the implications of the world divesting from China’s manufacturing sector?
Chinese RMB: No Step Deval, but Depreciation Nevertheless
Governor Zhou’s interview with Caixin (a financial magazine in China) on February 13, 2016, was an important communications effort by Governor Zhou, who had been silent for a few months.
The EMU Needs a Weaker EUR
In contrast to the US, which is about 80% financed by the capital markets and 20% financed by banks, the Euroland’s economy is about 20% financed by the capital markets and 80% financed by banks.
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Eurizon SLJ Capital
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