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Back to the future. Clues to US policy makers’ long game for the Dollar can be found in the long-term historical relationship between money supply growth, the inflation rate, and nominal GDP growth. Conclusion upfront: We are likely to see a long cycle of aggressive US monetary expansion ahead – to depreciate the Dollar, revive inflation, and boost nominal GDP growth.

2020年8月3日

Back to the future. Clues to US policy makers’ long game for the Dollar can be found in the long-term historical relationship between money supply growth, the inflation rate, and nominal GDP growth. Conclusion upfront: We are likely to see a long cycle of aggressive US monetary expansion ahead – to depreciate the Dollar, revive inflation, and boost nominal GDP growth.

2020年8月3日


The market performance of gold in the midst of the COVID-19 crisis has left its fans a little puzzled. From a peak of USD 1703 on 9 March, it retreated to USD 1451 on 16 March - a 15% decline. Should one hold gold now, or rather park in cash tools? Our senior advisor Say Boon Lim demystifies in this piece.

2020年4月14日

The market performance of gold in the midst of the COVID-19 crisis has left its fans a little puzzled. From a peak of USD 1703 on 9 March, it retreated to USD 1451 on 16 March - a 15% decline. Should one hold gold now, or rather park in cash tools? Our senior advisor Say Boon Lim demystifies in this piece.

2020年4月14日