– Both Trump and Vance have voiced support for a weaker dollar policy – The president has legal avenues to attempt to depreciate the dollar, though only limited resources to do so – There are also doubts about the effectiveness of those avenues if monetary policy remains independent  A recent Bloomberg Businessweek interview with Republican …

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China’s 3-arrows of policy stimulus China launched a new round of policy easing in late September, and the comprehensive package beat market expectations. The positive surprise raised market expectations for further stimulus measures. Some investors compare the current policy shift with China’s 4-trillion stimulus packages in 2008-09, the ECB’s “whatever it takes” moment in 2012, …

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