Elsewhere on Monday,
- Neel Kashkari: The $700bn man.
- “Has the greenback become the General Motors of currencies?”
- Asset prices and the dollar carry trade.
- The paradox of banknotes.
- “BJ Kang may be the most feared man on Wall Street.”
- The difficult arithmetic of Chinese consumption.
- Lehman Brothers book reviews.
- Commercial real estate “still keeping us up at night.”
- The ultimate (banking) vanity plate.
- Further, further reading.