Category Archives: Exchange Rates

Global Macro Watch – October 21

Posted in Commodities, Equities, Exchange Rates, Global Macro Watch, Global Risk Monitor | Leave a comment

The New FX Model: PMI Differentials?

One of Australia’s finest, and best market analyst, Greg McKenna, and more important, our good friend, posits a new exchange rate determination model:  PMI differentials. We cut our teeth as a young economist on Anne Krueger‘s book,  Exchange Rate Determination. … Continue reading

Posted in Capital Flows, Exchange Rates, Uncategorized | Tagged , , , , | 4 Comments