Doleful dollar boosts the Base

[An edited version of the following appeared in Moneyweek under the title, ‘What’s unsettling the US Dollar?‘]

Dollar makes worst start to the year since 1985,’  screamed the headlines a few weeks ago in a classic click-bait attempt to get people to read about what they already should know by using a somewhat artificial statistic – after all, since when did the world revolve around what happened specifically between Dec 31st and July 31st?

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China: Turn of the Tide?

In an earlier Monitor, we alluded to a possible monetary reason for suspecting that the past year’s spectacular (and inflationary) bounce in Chinese revenues and earnings might have reached its high-water mark.

Here we take a more detailed look at the situation in the Middle Kingdom:-

17-08-21 China