Les econoclastes
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Conférence à La Roche Sur Yon le 20 septembre

Les Econoclastes ont le plaisir d'être invités par le CERA à La Roche Sur Yon pour donner une conférence le Jeudi 20 septembre. Au programme : décrypter l’actualité économique et géopolitique dans notre monde en mutation. Les interventions…
steen jakobsen
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Macro Digest: It's not Turkey, it's the debt cycle

There is currently a lot of focus on Turkey, and for good reason, but Turkey is really only a second or third derivative of the global macro story. Turkey represents the catalyst for a new theme, which is “too much debt and current account…
steen jakobsen
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Macro Digest: Deficits matters again - revisit to 1980s ? CNY and JPY in focus - deficit vs. surplus

Part of the ”Chinese panic” is the rising current account deficit….   Conclusion: China needs weaker CNY- we see test and potential break of 7.0000 inside next one year JPY is a turning point – close to being our highest…