Nouriel Roubini's Global Macroeconomic and Financial Policy Site is big, broad, and pretty amazing. If you can stomach a 50 page .pdf, make sure to read the dollar-bear article: Will The Bretton Woods 2 Regime Unravel Soon? The Risk of a Hard Landing in 2005-2006.
posted by trharlan on Feb 22, 2005 - 6 comments

The Fed is in a dangerous game with China : Chen Zhao, chief emerging markets strategist at Bank Credit Analyst Research Group, has written an article for The Financial Times, postulating that the Central Banks of the US and China are engaging in a massive reflation. When the reflation ends, however, the US may be in a world of hurt. Meanwhile, some members of the Bush administration are calling for china to let the $/Yuan exchange rate float. A prominent expert, however, expects China to continue to peg its currency. Others discuss the ramifications of a floating currency. Read yet another collection of links at the Library of Economics and Liberty.

What should happen to exchange rates? What will happen?
posted by trharlan on Aug 1, 2003 - 24 comments