Economic Commentary: Skirmishes In A Currency War?

 


 

[i] D. Van Vuuren, http://advisorperspectives.com, 2/15/2013

[ii] G. Cole et al., Goldman Sachs, https://360.gs.com/research, 2/21/2013

[iii] J. Mitchell, The Wall Street Journal, 1/31/2013

[iv] D. Rosenberg, “Breakfast with Dave” column, www.gluskinsheff.com, 2/06/2013

[v] S. Chandra & J. Smialek, Bloomberg, www.bloomberg.com, 2/26/2013

[vi] D. Rosenberg, “Breakfast with Dave” column, www.gluskinsheff.com, 2/27/2013

[vii] A. Kowalski, Bloomberg, www.bloomberg.com, 2/27/2013

[viii] Bill Gross, reprinted by John Mauldin, www.mauldineconomics.com, 12/15/2012

[ix] C. Reinhart & K. Rogoff, American Economic Review: Papers & Proceedings 100 (May, 2010), 573-578.

[x] S. Minerd, Guggenheim Funds, reprinted by John Mauldin, www.mauldineconomics.com, 2/22/2013; J. Grantham, “GMO Quarterly Letter,”  www.gmo.com, 11/02/2012; N. Jensen, “The Absolute Return Letter,” www.arpllp.com, 9/02/2012

[xi] J. Grantham, “GMO Quarterly Letter,”  www.gmo.com, 2/02/2013

[xii] H. Kalirai, “Weekly Report,” BCA Research, www.bcaresearch.com, 1/18/2013

[xiii] M. Kling, quoting Andy Xie, www.moneynews.com, 2/08/2013

[xiv] T. Lauricella, The Wall Street Journal, 1/23/2013

[xv] D. Kotok, “Total Assets of Major Central Banks,” www.cumber.com, 12/31/2012

[xvi] G. Shilling, “Insight,” www.agaryshilling.com, 2/02/2013

[xvii] A. Nathan et al., “Top of Mind” monthly, https://360.gs.com/research, 1/17/2013

[xviii] N. Jensen, “The Absolute Return Letter,” www.arpllp.com, 2/02/2013

[xix] N. Jensen, Op.Cit.

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