Monday, November 2, 2009

-Should the IMF embrace Brazil's imposition of (selective) capital controls? These two think so. Also, FT Alphaville had a good analysis of the decision (I realize we are a bit late on this.)

-Nouriel Roubini takes aim at the 'mother of all carry-trades.'

-Is the democratization of FX trading a good thing? Or is it really just another hustle?

-Will a weak dollar hamper Europe's recovery?

-Speaking of Europe, France had quite an expensive EU presidency last year.

-Is this Obama's 'Vietnam moment?'

-Finally, if Russia considered NATO exercises in its 'near-abroad' hostile, how should NATO interpret the simulated nuking of Poland?

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