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Markets
China’s stock markets and revisiting 2011 predictions
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China’s new currency regime virtually guarantees currency depreciation
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Bearish signals: Yield curve flattens, spreads widen, China devalues as Fed prepares hikes
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China’s outright devaluation is a game changer in the currency wars
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More on king dollar and EM (and shale producer) vulnerability
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King dollar and the global economy
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A Return to Fundamentals?
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Are bond investors crying wolf?
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Using QE instead of rate cuts for cycle trough stimulus for US adjustment
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How to dress for a rainy day (of low nominal investing returns)
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