HeF

Would a Trade War Help Solve the Problem of Excess Capacity?

Chinawatcher, probably the best book on financial history is actually about that period, Eichengreen's Golden Fetters. Also Read Keynes' predictions in his emninently readable Economic Consequences of the Peace. Kindleberger has alos writtne great stuff about the period.

JWG, the dollar against what? My guess is that in the medium term the dollar risies aginst the euro. It should decline against the RMB, but the timing of that decline has a lot to do with PBoC policy.