Shorting America: Europe's Financial Leveage over the United States (Kiel Institute)
Europe holds financial leverage: it owns $9.6 trillion in U.S. assets, roughly 1.5 times the $6.4 trillion the U.S…
Currency Management
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The Digital Money Supply (VoxEU)
Nine-tenths of the money in daily circulation has been created by commercial banks. In this week’s episode Tim…
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Dollar Liquidity, Gold Reserves, and U.S. Monetary Spillovers in a Fragmenting World (VoxEU)
Central banks are rethinking reserve portfolios as geopolitical fragmentation raises concerns about the…
Should Investors Continue to Underweight the U.S. Dollar Relative to Other Major Currencies? (Cambridge Associates)
The dollar still trades around 30% above its median real exchange rate and at its 95th percentile over the last 55…
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