Heterodox
by George Dorgan
My articles My siteAbout meMy booksMy videos
Follow on:TwitterFacebookGoogle +
Seeking Alpha
Summary:
We present twelve reasons that could sustain a further euro appreciation to .40 or even 1.50 in the upcoming two to four years. The main one is that Germans are net global creditors and Americans net debtors. This is reflected in fiscal and monetary policy and in investors' behaviour. The post was written in December 2013, but the arguments are still valid today and will continue to be valid in the future.
Topics:
George Dorgan considers the following as important: Basel, capital flows, credit growth, creditors, debtors, double mandate, dovish, FED, FX Theory, Germany, hawkish, Money Supply, newsletter, NOK, oil prices, savings rate, trade flows
This could be interesting, too:
We present twelve reasons that could sustain a further euro appreciation to $1.40 or even 1.50 in the upcoming two to four years. The main one is that Germans are net global creditors and Americans net debtors. This is reflected in fiscal and monetary policy and in investors' behaviour. The post was written in December 2013, but the arguments are still valid today and will continue to be valid in the future.We present twelve reasons that could sustain a further euro appreciation to .40 or even 1.50 in the upcoming two to four years. The main one is that Germans are net global creditors and Americans net debtors. This is reflected in fiscal and monetary policy and in investors' behaviour. The post was written in December 2013, but the arguments are still valid today and will continue to be valid in the future.
Topics:
George Dorgan considers the following as important: Basel, capital flows, credit growth, creditors, debtors, double mandate, dovish, FED, FX Theory, Germany, hawkish, Money Supply, newsletter, NOK, oil prices, savings rate, trade flows
This could be interesting, too:
Bill Haskell writes A Boy’s Love Affair with Tonka Trucks
Michael Hudson writes Back from Post-Modernity: The Coming New Economic Order
NewDealdemocrat writes Inflation is decelerating substantially towards the Fed target ADDENDUM: the huge impact of shelter
run75441 writes OPEC Aligns with Russia, “Letters from an American”