Heterodox
by George Dorgan
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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:
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