Vol. 28 Nbr. 2, March 2014
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- A taxing proposition.
- Extraordinary month.
- What Bubble?
- Bank lending blues.
- Capital flows still matter.
- Good news/bad news.
- Overseas parking.
- Bonds versus bank financing.
- Inconvenient Truth I.
- Inconvenient Truth II.
- Reflections on the Euro.
- The battle rages.
- Mario the magician: he will either succeed or fail spectacularly.
- Does innovation lead to prosperity for all? the word "innovation" has become the new mythical silver bullet to fix the world economy.
- Chuck the models.
- The rise of innovation mercantilism: and the threat to the global economy.
- The FSB's "shadow banking" confusion: the G-20's true intentions are anyone's guess.
- Yellen should go slow: there's no need to rush to "normalize" U.S. monetary policy.
- Stress test blues: the trials and tribulations of European banks.
- Currency conundrum: until the world economy improves, China has no easy way out.
- The Yuan-yen currency war: at the heart of the fight is the diminishing marginal efficiency of monetary stimulus.
- India's Modi wave: is a South Asian miracle just over the horizon?