Sources for analysis


I've added an Analysis section to my links on the left side of the page. The Morgan Stanley Global Economic Forum helps me a lot. You might find it especially important to pay attention to Stephen Roach's writings about global disequilibrium, with regard to the U.S. balance of payments and exchange rates. Just check them out, frequently. Their archive holds the past year's worth of digests as well, so you can follow back references.

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