For the commute home,
- A collection of economics papers on monetary policy at the zero lower bound.
- Don’t expect hawkish language in tomorrow’s FOMC statement.
- A contrarian view on Japan.
- China’s SAFE investment company has taken small but discrete stakes in most FTSE 100 companies, with the biggest stakes in energy and basic materials.
- Review of a new book about Smoot-Hawley.
- USD still winning the race to the bottom.
