Happy Xmas Lars von Trier

Recent Detailed Analyses

• Abenomics Is Adressing Problems That Do not Exist, possibly Madness
• Why negative rates would imply that the Swiss franc rises
• Sell-off in Japan and German IFO and GFK sentiment: EUR/CHF Has Peaked
• Jim O’Neills Bullish BRICS Outlook until 2020 and our Critics
• How Long Will the U.S. Recovery Last? A Reminder: The False Japanese Recovery in 1998/1999
• A Monetarist Approach: Did the Fed Cause the Euro Crisis with Excessive Monetary Easing?
• The Inflation Lie? Friedman’s Monetarist Business Cycle Applied to Emerging Markets and Developed Economies
• Why it Makes Sense to Exit the Euro Zone in Times of Balance Sheet Recessions