All posts by Mark Sobel

Germany’s fiscal debate misses the mark

Germany’s fiscal debate misses the mark

Maastricht's debt/GDP rules no longer fit for purpose ...
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Gilding the inflation lily: Powell’s Jackson Hole speech

Gilding the inflation lily: Powell’s Jackson Hole speech

Market taper obsession and dovish case for transitory inflation ...
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Nixon shock was a welcome development

Nixon shock was a welcome development

It led to generalised exchange rate floating in advanced economies ...
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Global renminbi role not now in China’s interest

Global renminbi role not now in China’s interest

Financial and reserve role would undermine Xi’s control ...
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Dollar’s global role: extraordinary privilege or burden?

Dollar’s global role: extraordinary privilege or burden?

Exaggerated debate is often conflated with other factors ...
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G7 finds new purpose as G20 takes back seat

G7 finds new purpose as G20 takes back seat

A united G7 is more capable of pushing a global agenda ...
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Germany’s curious austerity debate

Germany’s curious austerity debate

A view from the other side of the pond ...
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Markets should relax about CPI price surge

Markets should relax about CPI price surge

Surprising inflation surge is likely to be temporary ...
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Dollar bears on wrong track

Dollar bears on wrong track

Depreciation fears were wrong in early 2021 and shouldn’t be overplayed now ...
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Digital renminbi is no threat to dollar dominance

Digital renminbi is no threat to dollar dominance

US should focus on keeping its economy healthy ...
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US Treasury FXR substantial improvement on Trump

US Treasury FXR substantial improvement on Trump

More nuance and less bellicosity as Yellen calls for manipulation sidestep ...
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