Enzio von Pfeil
Contributor since: 2006
Retail Sales: Clicks Instead Of Bricks
The Fed And The Treasury: Who Is Boss?
Fed: 160% Overshoot Causes Market Crash As Of 12/17
China: Definitely A Worse Economic Time
China And Hong Kong: Why You Should Sell
USA: Reflation = 'Trickle-Out' Economics
USA: Why Inflation Is Overrated By The Bond Market
China: Good GDP And CPI Data
Brexit: Why Sterling Will Keep Sagging
China: Weaker RMB And Disparate Fiscal Policy
China: Do NOT Buy RMB Bonds
Markets: Keep Buying China And America
China: Plenty Of Room For Fiscal Stimulus
Why Low Interest Rates Create Low Capital Investment
Disfigured Valuations: You May As Well Keep Buying High Yield Bonds
Global: Low Bond Yields, China's Disparate Growth
China: The Myth Of A Cheaper RMB Boosting Exports
China: The RMB Flunks The Safe Haven Test
Brexit: Anything Really Changed?
How Artificially Low Interest Rates Distort Growth
China: Why A-Shares Will Get Included In The MSCI
Is The Fed Funds Hike Akin To Japan's VAT Increase?
China: Changed Risk Parameters
U.S., China, Japan And Vietnam
RMB: Why It Must Fall Further
How Low Interest Rates STYMIE Growth
3 Big Shifts: Stronger Dollar, Weaker RMB And Wobbly CDOs
Negative Rates: Why They Are Bad
Europe: Why Monetary Stimuli Cannot Work
China: Potential Policy Blunders
Random Ideas: Buy Global Defence And American Transport Shares
Negative Rates: Why They Cannot Depress Currencies