Global reset – Monetary decoupling (Part 1: Sterilisation and QE) Phuah Eng Chye (19 June 2021) One important aspect of the global reset is the decoupling of monetary relationships. Narratives such as currency manipulation[1] or China’s dumping of US treasuries are simple and popular but they offer misleading perspectives on the inter-dependent relationship between US … “Global reset – Monetary decoupling (Part 1: Sterilisation and QE)”
Month: June 2021
Global reset – Two whales in a pond
Global reset – Two whales in a pond Phuah Eng Chye (5 June 2021) Global reset refers to the monumental changes triggered by a reset in the relationships between the world’s two most powerful nations. The analogy of “two whales in a pond” captures several critical dynamics. It describes how the global landscape will change … “Global reset – Two whales in a pond”