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Tagged as 'modern monetary theory'
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15 March 2023

Liquidity drought - Is the Fed learning from its mistakes? A brief analysis of a possible crisis

The last few days in the markets have brought a whole lot of speculation about a repeat of 2008. Such crises were not to happen again. However, history shows that the mistakes we make in the past are not always [...]
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July 7 2020

The US dollar is still the center of gravity

In the Saxo Bank forecast for the second quarter, written in March, during the worst panic on the market, I maintained that "it is impossible to set the bottom on the markets or the peak moment of the crisis until the dollar trajectory returns." WITH [...]
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