
Chart of the Week: M1, M2, M3 Money Supply Components

Historical M2 vs M3

Changing Influences on Foreign Markets?

Economic, Market Impact Of Hurricane Katrina
Good round up from Dow Jones: Over a week after making landfall, the broad economic fallout from Hurricane Katrina continues to unfold....
Yuan Roundup
The WSJ does there usual excellent job, producing a terrific roundup of all the related stories re the de-pegging of the Yuan. China...
Vulnerable Mortgages and the Depegging of the Chinese Yuan-

Federal Reserve Responsibilities Outsourced to China
The Fed Chairman was overheard to remark: “If we can’t do it, maybe they can” >The Peoples Bank of China (PBOC) announced to day...
Careful What You Wish For . . .
Talk about timely: Yesterday, I pointed to a fascinating piece of research/commentary from GaveKal Research Limited of Hong Kong,...
Playing With Fire?
John Mauldin points to a recent piece of research from GaveKal Research Limited (Hong Kong, Stockholm and New York) on the Chinese RMB...