Archive - Andre Chelhot

Weekly Macro and Policy Wrap Up

Aug 31 •

Japan Monetary Policy Trap

From a Net Lender Nation to a Net Borrower Nation

Aug 30 •

France: On the Path of Debt Monetization

France Political Crisis Unfolding Again

Aug 28 •

Japan's New Inflation Puzzle

From a net Lender Nation to a net Borrower Nation

Aug 28 •

Japan's Government Debt and Funding

From a net Lender Nation to a net Borrower Nation

Aug 27 •

Japan's Coming Balance of Payments Flip

From a Net Lender Nation to a Net Borrower Nation Part 2

Aug 26 •

Japan's Demographics and the End of Saving

From a net lender nation to a net borrower nation

Aug 25 •

Macro and Policy Weekly Wrap-Up

The Federal Reserve Pivot

Aug 23 •

Crash? No, Just a Painful Correction

Our opinion on the stock market valuations

Aug 22 •

From Petrodollar to Memodollar

The upcoming fight for the new reserve currency

Aug 20 •

The US-Russian Grand Bargain

Getting Ready to face China

Aug 19 •

Tariffs Don't Fix Trade - Capital Flows Do

The cost of escaping a recession

Aug 18 •

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