Eric BurroughsA weaker US dollar is a good thing (for now)The financial media have been chock full of stories about the weaker US dollar as it lost 5% against the euro in July to notch its worst…Aug 11, 2020Aug 11, 2020
Eric BurroughsWading through noisy economic dataOK, we know economic data is messy and noisy. Methodologies, samples, etc: so many things can go wrong. Japan is a perfect example…Jun 4, 2016Jun 4, 2016
Eric BurroughsChina’s banks and bad debt: where from here?This is where the China economic debate really comes to a head.Mar 27, 20162Mar 27, 20162
Eric BurroughsChina capital flows: what we sort-of knowThe world is now watching Chinese capital flows. What had been an odd hobbyhorse for some of us is now mainstream and noisy. China’s system…Feb 13, 20163Feb 13, 20163
Eric BurroughsWhy China’s big muni bond market move mattersChina’s economy is undoubtedly large, complex and opaque. What confuses many as well is trying to view it through the prism of traditional…May 26, 2015May 26, 2015