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American Capital: China-Bound

Written by Gary North on June 20, 2015

I return to a theme that apparently only I ever talk about: the economic meaning of the phrase, “international capital flows.” You may think I’m exaggerating. You may think that what I am about to write is widely understood. You would be wrong. Either I’m dead wrong about what I’m saying, or virtually the entire […]

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Russians Start Buying Imported Goods . . . Fast

Posted on December 17, 2014

HISTORIC LOW The ruble hit a record low of 80 to the dollar — down a catastrophic 24 percent — before making a modest improvement to trade at 72 to the dollar by late Tuesday afternoon. The market plunge defied a whopping pre-dawn interest rate hike of 6.5 percentage points by Russia’s Central Bank aimed […]

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Europe Is Deflating. Keynesians Are Aghast.

Written by Gary North on August 12, 2014

This gets little publicity. For two years, the European Central Bank has been shrinking its monetary base. Europe as a whole is close to recession, but prices are not falling. Keynesian analysts are fit to be tied. The ECB is supposed to inflate, like other central banks. It isn’t. This Washington analyst has little good […]

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India’s Central Bank Chief Sounds a Warning . . . Again

Posted on August 11, 2014

Back in 2005, Raghuram Rajan, then economic counselor at the International Monetary Fund, stood up in front of the annual meeting of prominent economists and bankers at Jackson Hole, Wyo., and gave a presentation that his listeners could never have expected. The U.S. investor community was reveling in the high growth and stable financial conditions […]

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French Fried Entrepreneurs: They Are Leaving

Written by Gary North on June 3, 2014

Rich people in France are pulling up stakes. They will escape the tax man. (Unlike the USA, if you are not living in France, you do not pay taxes to the French government.) Young people in France who want to start businesses say they want to leave France. A lot of them will. France’s taxes […]

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European Quantitative Easing Hinges On… German Vacation Spending?

Posted on April 8, 2014

Whether or not the European Central Bank will take the quantitative-easing plunge is on the minds of investors around the world, including in the U.S. But in the end, the decision, or at least it’s timing, could revolve around German holiday-makers and the prices they pay for their spring vacations, argues Standard Bank’s Steven Barrow. […]

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China is Falling Behind The Curve in Employing Young Work Force

Posted on February 22, 2014

Youth unemployment has created “a generation at risk” according to the International Labor Organization, with worldwide youth unemployment forecast to rise to 12.8 percent by 2018. But these headline figures do not necessarily tell the real story given the discrepancies among different parts of the world. In the developed economies, the youth unemployment rate – […]

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Foreigners Start Selling U. S. Bonds

Written by Gary North on August 20, 2013

The TIC report, issued monthly by the U.S. Treasury, indicates that the central banks of Japan and China recently started selling Treasury debt. I have created a quick link for subscribers. You can check this at any time. Type in this address, and click: http://bit.ly/TICreport. This month, the dumping of U.S. Treasury bonds by foreigners […]

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QE 3 Moves to Japan

Written by Gary North on April 4, 2013

The Bank of Japan has announced a quantitative easing (mass inflation) QE program that matches Bernanke’s: $75 billion a month in purchases of Japanese government bonds. This is just under $1 trillion a year. But Japan’s GDP is only $6 trillion — 40% the United States’ GDP. This is way beyond Bernanke. For the Bank […]

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