Here are the updated charts of real interbank rates in Latin America & The Middle East:

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Here are the updated google insights charts for the inflation/deflation debate:

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Wouldn’t it be lovely if there were a commitment of traders report for the entire economy? Well, there is one: it’s described by the Modern Monetary Theory (MMT).

 

Money is the lifeblood of an economy. If you trade anything, you’re probably trading money as well. Money is to profit-seeking individuals as the sea is to fish. So, as a contrarian¬†global-macro investor, you’ve got to be concerned with the monetary system.¬†COT reports document what certain groups of traders are doing at any given time. They tell you who’s long and who’s short. The MMT provides a framework for understanding who’s short money and who’s long money. The groups used in the MMT framework are; the private sector, the government sector and the external sector.

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An update of the daily treasury statement charts:

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Here is the update of the Fed’s Balance Sheet (proportions) chart. I continue to be spurred on by my contrarian gene; it’s telling me that QE2 was a big clean-up operation.

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An update of the daily treasury statement charts: – The Mysterious leading indicator continues to perform…

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Here are the updated charts of real interbank rates in Asian & Eastern European markets:

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