Merk Insights
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These articles and commentaries provide the Merk Perspective on currencies, global imbalances, the trade deficit, the socio-economic impact of the U.S. administration's policies and more.
These articles and commentaries provide the Merk Perspective on currencies, global imbalances, the trade deficit, the socio-economic impact of the U.S. administration's policies and more. To learn more about the Merk Perspective and receive articles and commentaries on events that may impact your portfolio decisions as they occur, subscribe to our newsletter.
| 2010 |
| U.S. Dollar Threatened by Fannie & Freddie |
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Aug 24, 2010 |
| Commentary: Credit Easing Goodbye - Quantitative Easing Ahoy! |
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Aug 11, 2010 |
| U.S. Dollar Stress Next? |
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July 28, 2010 |
| Switzerland Under Siege |
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July 20, 2010 |
| Inflation: The Runaway Train |
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July 13, 2010 |
| Commentary: ECB Urges Bank Recapitalizations |
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July 8, 2010 |
| Greek Lessons for the United States |
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July 7, 2010 |
| U.S. Fights Global Hangover: Getting Drunk in the Process? |
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June 17, 2010 |
| Commentary: ECB Inflexibly Flexible - A Turning Point for the Euro? |
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June 10, 2010 |
| Commentary: Critical Juncture - Update on the euro, Australian dollar and Japanese yen |
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May 27, 2010 |
| Commentary: Euro Focus on Fiscal Reform, not BaFin |
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May 19, 2010 |
| Europe's Bazooka |
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May 10, 2010 |
| Commentary: Greece Requires Conservatorship |
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Apr 28, 2010 |
| Implications of Chinese yuan Appreciation |
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Apr 27, 2010 |
| U.S. Dollar – Grave Concerns Remain |
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Apr 15, 2010 |
| Commentary: Life/Euro Beyond Greece - Crystal Clear |
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Apr 8, 2010 |
| Commentary: European Central Bank - Seize the Opportunity! |
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Apr 6, 2010 |
| Commentary: Is the International Monetary Fund to Greece what China is to the U.S.? |
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Mar 24, 2010 |
| Commentary: Eurozone Needs Markets Not Bailouts |
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Mar 18, 2010 |
| Strong Yuan in China's Interest |
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Mar 15, 2010 |
| Commentary: European Central Bank - Greece is Convincing |
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Mar 4, 2010 |
| Greece - From Hard Money to Fool's Gold |
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Mar 2, 2010 |
| Commentary: Bank of England - the Yo-Yo Central Bank |
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Feb 10, 2010 |
| Euro - Anchor of Stability? |
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Feb 8, 2010 |
| What’s next for the Dollar? |
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Feb 2, 2010 |
| Yen’s Kamikaze Flight Trajectory |
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Jan 19, 2010 |
| Commentary: ECB - Greece No California |
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Jan 14, 2010 |
| Update: Yen no longer Hard Currency |
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Jan 7, 2010 |
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| 2009 |
| Commentary: Fed Tightening? Give Us a Break! |
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Dec 16, 2009 |
| Commentary: ECB - The Reluctant Hawk? |
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Dec 3, 2009 |
| Dollar Implications of Dubai Jitters |
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Dec 2, 2009 |
| Strong Dollar Policy: What?? |
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Nov 17, 2009 |
| Who Cares About the Dollar? |
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Nov 5, 2009 |
| Japanese Politics and the Yen |
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Oct 1, 2009 |
| A New Era of Opportunity |
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Sep 9, 2009 |
| Bernanke: Central Bankers' Bob the Builder? |
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Aug 27, 2009 |
Credit Crunch Part Deux? |
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Jul 21, 2009 |
| Inflation or Hyperinflation? |
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Jun 24, 2009 |
| U.S. Dollar: the Good, the Bad and the Ugly |
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Jun 16, 2009 |
| Geithner & China: Who Are You Fooling? |
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Jun 2, 2009 |
| Follow the Money… out of the U.S. dollar? |
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May 12, 2009 |
| Market-Based Stress Test May Relieve Anxiety |
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May 5, 2009 |
| Pearls Before Swine – Perils of Free Money |
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Apr 30, 2009 |
| (Un)Intended Consequences: Uncertainty, Inflation & Inflexibility |
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Apr 20, 2009 |
| Bailout Economics - Politics of Self Destruction |
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Mar 31, 2009 |
| Reflation Investing – Which Currencies Benefit? |
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Mar 19, 2009 |
| Depression Investing – Which Currencies to Hide in? |
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Mar 10, 2009 |
| Toxic Securities - Wanted: Market Based Prices |
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Mar 3, 2009 |
| The Euro - Are There Any Hard Currencies Left? |
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Feb 24, 2009 |
| Confidence More Important Than Gold |
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Feb 11, 2009 |
| China and the U.S. Play Chicken: Currency Manipulation |
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Jan 27, 2009 |
| Live Free Or Die: Capitalism At Risk |
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Jan 14, 2009 |
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| 2008 |
| Fed Fights to Weaken Dollar |
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Dec 17, 2008 |
| China: Carpe Diem! |
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Dec 9, 2008 |
| Monetizing the Debt |
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Dec 2, 2008 |
| The Road to Financial Ruin: We Have to Spend Money Now |
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Nov 19, 2008 |
| Bretton Woods II – A Roadmap |
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Nov 11, 2008 |
| Recapitalizations – Rate Cuts – Yen becomes Hard Currency |
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Oct 8, 2008 |
| The World in Crisis: Where are the Safe Havens? |
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Oct 7, 2008 |
| Urgent Appeal: Recapitalize Financial Institutions Rather than Bail Out Debt |
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Sep 25, 2008 |
| The Case For and Against the Dollar |
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Aug 13, 2008 |
| Europe’s Ivory Tower Politics |
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Jun 17, 2008 |
| Bernanke Jeopardizes Dollar |
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Jun 10, 2008 |
| Federal Reserve may Want Inflation |
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Apr 30, 2008 |
| What’s Up with Asian Currencies? |
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Mar 25, 2008 |
| Ambac Bailout May Cause Crisis |
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Feb 27, 2008 |
| The Failure of Inflation Targeting |
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Jan 30, 2008 |
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| 2007 |
| Leadership Emerges To Resolve Subprime Crisis |
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Dec 18, 2007 |
| Hard and Asian Currencies in 2008: U.S. dollar bounce may be elusive |
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Dec 12, 2007 |
| The Federal Reserve’s interest rate cut does not help Americans |
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Sep 25, 2007 |
| If you want a Subprime Bailout, do it Properly! |
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Sep 5, 2007 |
| Banks Fight to Postpone Day of Reckoning |
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Jun 25, 2007 |
| Strong Dollar in U.S. Interest |
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May 17, 2007 |
| Ron Paul Not a Myth |
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Apr 27, 2007 |
| Dollar Myths |
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Apr 26, 2007 |
| Fed Jeopardizes Dollar as it Neglects its Mandate |
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Mar 27, 2007 |
| Bernanke the Dove |
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Feb 21, 2007 |
| How the Fed Lost Control of Money Supply |
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Feb 6, 2007 |
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| 2006 |
| A Lower Trade Deficit Unlikely to Save the Dollar |
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Nov 14, 2006 |
| The Dollar May Fall After the Election |
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Nov 6, 2006 |
| Bernanke Passes The Buck |
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Oct 5, 2006 |
| The Economy In Denial: Fallout from the Bursting Housing Bubble |
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Sep 21, 2006 |
| Bernanke’s Transient Hopes |
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Jul 21, 2006 |
| Will Bernanke Save the Dollar? (available as audio) |
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Jun 15, 2006 |
| Will Paulson Save the Dollar? (available as audio) |
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Jun 8, 2006 |
| The Current Account Deficit Matters |
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May 23, 2006 |
| China: Embrace the Competition |
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Apr 25, 2006 |
| Protectionism May Hurt Dollar |
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Mar 15, 2006 |
| Bernanke Fallacy |
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Feb 17, 2006 |
| Psychology of a Falling Dollar |
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Feb 7, 2006 |
| Retiring with Bernanke -- Are You Prepared? |
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Jan 13, 2006 |
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| 2005 |
| Will Bernanke Create Hyperinflation? |
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Dec 15, 2005 |
| Bernanke: Go, Get the Helicopters! |
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Nov 21, 2005 |
| Globalization and the Dollar |
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Nov 10, 2005 |
| Bernanke – On the Road to Disaster? |
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Oct 24, 2005 |
| The Dollar, Gold and Stagflation - Greenspan's Conundrum |
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Oct 24, 2005 |
| Is a Dollar Crisis Looming? |
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Oct 10, 2005 |
| China Is Open for Business:
Will China’s growth eliminate inflation? |
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Sep 21, 2005 |
| Is the US Economy Shock-Resistant? |
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Sep 12, 2005 |
| Fed May Not Stop Inflation |
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Aug 18, 2005 |
| China’s Basket of Currencies Impacts Trading Partners |
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Aug 12, 2005 |
| The Modern Command Economy: the 30-Year Bond is Returning |
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Aug 4, 2005 |
| A Snowball in the Making: China's Basket of Currencies |
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Jul 26, 2005 |
| China: U.S. Dollar may not be Worth the Paper it is Printed on |
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Jun 28, 2005 |
| Is the European Union in Crisis? |
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Jun 20, 2005 |
| Gold up as the current account deficit continues its rise |
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Jun 17, 2005 |
| Trade Deficit – Be careful what you wish for |
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Jun 9, 2005 |
| The Fed opts for growth, ignoring imbalances and inflation |
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Jun 1, 2005 |
| U.S. Current Account Deficit may hit $900 billion next year |
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May 26, 2005 |
| The Fed Embraces Public Perception in Place of Sound Monetary Judgment to Set Policy |
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Apr 18, 2005 |
| Greenspan: "We can guarantee cash, but we cannot guarantee purchasing power!" |
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Feb 16, 2005 |
| Bush and Greenspan as Catalysts to a Weaker Dollar |
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Jan 20, 2005 |
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| 2004 |
| China meets Europe - Motivation and Implications for the World Economy |
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Nov 28, 2004 |
| 3rd Quarter 2004 –The Emperor's New Clothes |
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Oct 6, 2004 |
| New chapter in inflation/deflation battle: US economy is setting up for recession |
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Aug 12, 2004 |
| 2nd Quarter 2004 - Who is rational - Consumers or Businesses? |
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Jul 1, 2004 |
| 1st Quarter 2004 - A Storm is Brewing: Election Chatter or Real Trouble Ahead? |
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Apr 1, 2004 |
| BMW bets on a stronger Dollar - a fatal mistake |
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Mar 18, 2004 |
| Greenspan: "the traditional fixed-rate mortgage may be an expensive method of financing a home" |
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Feb 23, 2004 |
| Greenspan: "I hope we will restore fiscal sanity" |
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Feb 12, 2004 |
| The Price of Loyalty: a Commentary |
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Feb 2 2004 |
| 4th Quarter 2003 - We are responsible for our own Future |
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Jan 14, 2004 |
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| 2003 |
| 2004 may also become a "golden" year |
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Dec 23, 2003 |
| Bank of England warns it may not be able to fight inflation |
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Nov 18, 2003 |
| Greenspan talks while Australia and Europe act |
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Nov 6, 2003 |
| Schwarzenegger wins California Recall |
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Oct 7, 2003 |
| 3rd Quarter - Global Warming |
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Oct 7, 2003 |
| 2nd Quarter - Deflation or Inflation? |
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Jul 1, 2003 |
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