The Great Debate

The real winner: Inflation

By Matthew Stevenson
November 10, 2012

I buy none of the post-election, prime-time hokum that what decided the presidential race was the Latino vote, women’s issues, the next Supreme Court justices, the view from the fiscal cliff or how drones are winning the War on Terror. This presidential election was, as always, a contest between gold standardists and inflationists.

from The Great Debate UK:

Waiting for the other shoe to drop

August 25, 2010

USA/

-Laurence Copeland is professor of finance at Cardiff University Business School. The opinions expressed are his own and do not constitute investment advice. -

Flight to “safety” eases China diversification

August 19, 2010

China appears to be taking steps to diversify its holdings away from the U.S. dollar and may just have chosen a pretty good time to do it.

Dollar favorite in glue factory derby

By J Saft
May 6, 2010

The dollar may hang by the slender thread of the U.S. recovery, but this is probably enough to make it the major currency of choice.

Be careful what you wish for on currencies

March 19, 2010

The rancorous argument about global payment imbalances and the yuan’s valuation is exposing a surprising and dangerous economic illiteracy among policymakers and commentators.

Real commodity prices and the U.S. rate cycle

February 10, 2010

– John Kemp is a Reuters columnist. The views expressed are his own. –

Welcome to the Teenies, sorry about those returns

December 29, 2009

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-James Saft is a Reuters columnist. The opinions expressed are his own-

As we say goodbye to a decade so abysmal it never even earned a nickname, it is time to take bets on how the coming 10 years will shape up in economics and financial markets.

Dollar faces long journey downward

October 13, 2009

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- James Saft is a Reuters columnist. The views expressed are his own –

Even putting aside the spectacular but hard-to-measure risks of a financing crisis or the loss of its special status, the dollar faces really serious headwinds from boring old fundamentals.

Who lost the dollar?

October 12, 2009

James Pethokoukis – James Pethokoukis is a Reuters columnist. The views expressed are his own –

from Rolfe Winkler:

Gold as Armageddon insurance

October 7, 2009

Deflation could be the biggest threat to the economy, but gold -- usually an inflation hedge -- is reaching new highs. That's because smart investors aren't playing the inflation trade, they're buying currency crisis insurance.