Category Archive: PBOC

US tapering vs China tapering – actually no difference


Martin Feldstein‘s article on the WSJ today, “The Fed should start to ‘taper’ now” puts the whole Fed’s to-taper-or-not-to-taper debate very succinctly. It is not about recovery or the lack of enough recovery… Continue reading

Open Season for Conspiracy Theorists


Developments in the past month still leave many of us puzzling over what exactly transpired and where we are headed. With an already heavy workload – I’ve moved into the private equity space… Continue reading