All posts by Mark Sobel

End of globalisation concerns are exaggerated

End of globalisation concerns are exaggerated

'East versus West’ frame no longer fit for purpose ...
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More renminbi depreciation possible

More renminbi depreciation possible

China is not seeking a trade advantage, but mind the capital outflow ...
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Gloomy outlook for the IMF Spring meetings

Gloomy outlook for the IMF Spring meetings

The Fund is flailing on debt ...
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Markets overreacting to fears of Japanese yen intervention

Markets overreacting to fears of Japanese yen intervention

Jawboning yes, but fundamentals are driving movements ...
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Ukraine conflict cripples G20 but unifies G7

Ukraine conflict cripples G20 but unifies G7

Anti-authoritarianism gives G7 renewed purpose ...
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Russian invasion impacts European central bankers more than US

Russian invasion impacts European central bankers more than US

US near-term course set but ECB’s life just got even harder ...
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Communications can bite central banks

Communications can bite central banks

Cut Powell and Lagarde some slack in a no-win situation ...
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January FOMC critical opportunity for Fed

January FOMC critical opportunity for Fed

A communications jolt to markets may be needed ...
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German and Chinese growth models are outdated

German and Chinese growth models are outdated

Challenges add to the list of global economic vulnerabilities ...
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Why the dollar won't be as strong as many think

Why the dollar won’t be as strong as many think

Covid-19, inflation and geopolitical uncertainties muddy the outlook ...
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US Treasury’s FX report gets it right

US Treasury’s FX report gets it right

Sound technical analysis with no manipulators ...
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