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Merk Insights
2012
Hidden Treasury Risks? Dec 18, 2012
Dollar Cliff? Dec 5, 2012
Is the Yen Doomed? Nov 28, 2012
China's New Leadership: Progressive, Not Conservative Nov 16, 2012
U.S. Dollar, Gold Implications of Election Nov 7, 2012
ECB & Fed: Worlds Apart Nov 7, 2012
U.S. of A(sia) - United to Weaken the Dollar?! Oct 31, 2012
FOMC In Denial Oct 25, 2012
Monetary Cliff? Oct 24, 2012
Currency Wars: U.S. Attack Oct 17, 2012
Beyond the Fiscal Cliff: the Dollar At Risk? Oct 10, 2012
Fight the Inflation Boogeyman Oct 3, 2012
Bernanke Put: Beware of Easy Money Sep 26, 2012
Fed to Debase Dollar? Sep 19, 2012
U.S. Dollar: Don't worry, be happy Sep 13, 2012
Euro: Looks like a duck, quacks like a duck Sep 6, 2012
Bernanke: To Print or Not to Print...? Aug 28, 2012
Gold: Escape from Slavery Aug 22, 2012
Ryan: Boon or Bane for U.S. Dollar? Aug 16, 2012
Euro to Beat Dollar? Draghi’s Genius Aug 7, 2012
Gold at ECB: Accident or Strategy? Jul 31, 2012
Currencies: from Nullifying to Negative Jul 25, 2012
Commentary: Spain's Molasses Jeopardizing Eurozone? Jul 23, 2012
Eurozone Needs Process, Not Money Jul 17, 2012
Gold to Outshine Dollar? Jul 11, 2012
Merkel is Summit Winner! Jul 3, 2012
United States of Europe has Arrived! Jun 27, 2012
Growth Versus Austerity: A U.S. Dollar Perspective Jun 20, 2012
Saving the Euro Jun 13, 2012
Commentary: ECB Meeting - No Horse Trading, No Additional Money Printing (for now) Jun 6, 2012
What’s next for the U.S. Dollar? QE3? Jun 6, 2012
U.S. Dollar and Euro - Review and Outlook May 30, 2012
Eurozone Election Hangover May 7, 2012
Merk Commentary: ECB Warns Easy Money No Solution May 3, 2012
Bernanke: Be Humble! May 1, 2012
Currency Wars: Gambling With Other Peoples’ Money Apr 19, 2012
Recovery – Who are We Kidding? Apr 10, 2012
Merk Commentary: Fed - Actions Speak Louder Than Words Apr 3, 2012
Bernanke's Problem with the Gold Standard Mar 27, 2012
Falling Treasuries: A Currency Perspective Mar 20, 2012
Eurozone Crisis: Hope for the Best, Plan for the Worst Mar 13, 2012
Fed Flying Blind Mar 6, 2012
Currencies: Crisis & Opportunity Feb 29, 2012
Do Tax & Regulatory Policies Pose a Threat to the Dollar? Feb 2, 2012
Chinese Dragon To Unshackle Renminbi? Jan 18, 2012
Merk Commentary: ECB’s Draghi Frames Issues Jan 12, 2012
Merk Commentary: Perils of Celebrity Central Banking Jan 6, 2012
U.S. Dollar & Currencies: Review and Outlook Jan 5, 2012
   
2011
Merk Commentary: Central Bank Intervention Explained Nov 30, 2011
Guide to Save the Euro Nov 30, 2011
Greece: High Flying Drachma Nov 22, 2011
Commentary: ECB - Eurozone Governments’ Destinies are in their Own Hands Nov 3, 2011
Auf Wiedersehen, Au Revoir, Greece! Nov 1, 2011
Commentary: Euro Bailouts - The Good, The Bad & The Ugly Oct 27, 2011
Occupy Wall Street: A Threat to the Dollar? Oct 26, 2011
U.S. Dollar and Euro - Review and Outlook Oct 19, 2011
The Euro is Dead. Long Live the Euro Oct 12, 2011
Operation Twist a Primer for QE3? Oct 4, 2011
Liquidity Crisis? A Currency Perspective Sep 21, 2011
Commentary: Merk sells Euro to buy Australian Dollar Sep 9, 2011
Much Ado About Debt: Dollar vs. Euro Aug 24, 2011
Commentary: Budget Battles Ahead Aug 9, 2011
Commentary: Don't Shoot the Messenger Aug 8, 2011
Commentary: Debt Ceiling - What Now? Jul 26, 2011
Making the U.S. Dollar Safer: Return ON Your Money Jul 20, 2011
Commentary: Bernanke - Money for Nothing and Dollars For Free Jul 13, 2011
Making the U.S. Dollar Safer: Return OF Your Money Jul 12, 2011
Commentary: European Bonds for Italy? Jul 11, 2011
Politics of Default: Roadmap to Debunk the Dollar Jul 7, 2011
Euro: Safer than the U.S. Dollar? Jun 22, 2011
Commentary: Bernanke - It’s Complicated Jun 8, 2011
Debt Ceiling Jeopardizes Dollar’s Reserve Status May 24, 2011
Commentary: ECB Pushing Greece Over Brink May 20, 2011
Commentary: ECB - Nothing New, Nothing Special, Not a Problem, Absolutely Not May 5, 2011
The Dollar: It’s Payback Time! May 3, 2011
Commentary: Fed Wants Even Higher Inflation Apr 27, 2011
U.S. Dollar – Review and Outlook Apr 14, 2011
Commentary: ECB Takes Away Punch Bowl Apr 7, 2011
Does a Weak Dollar Cause Inflation? Apr 5, 2011
U.S. Government: Evermore Reliant on Foreign Investors Mar 15, 2011
Commentary: Fed and ECB - A World Apart Mar 4, 2011
Disasters Rocking U.S. Dollar? Mar 1, 2011
Politics of Inflation Feb 16, 2011
Reagan for President...of China! Feb 3, 3011
Commentary: Budget Battles Ahead Jan 11, 2011
2011: Year of the Yellow Brick Road Jan 6, 2011
   
2010
Commentary: Fed - inflation, inflation, inflation Dec 14, 2010
Debunking Bernanke’s Myth Dec 7, 2010
Commentary: Pragmatic ECB Squares the Circle - Whatever it Takes Dec 2, 2010
Currency Manipulation: Two Sides to Every Coin Nov 30, 2010
The Dollar: Every Man For Himself Nov 11, 2010
Japanese Yen: A Red Dawn? Nov 2, 2010
Bond, Junk Bond: A Casino Royale? Oct 19, 2010
Fed’s Bizarre Tactics Target Weaker Dollar Oct 12, 2010
Commentary: ECB Triumphant over Fed Oct 8, 2010
Currency Wars: The Phantom Menace Oct 7, 2010
Commentary: Fed Crossing the Line? Oct 5, 2010
Ben in Luck Sep 21, 2010
Searching for Yield: At Any Cost? Sep 8, 2010
U.S. Dollar Threatened by Fannie & Freddie Aug 24, 2010
Commentary: Credit Easing Goodbye - Quantitative Easing Ahoy! Aug 11, 2010
U.S. Dollar Stress Next? Jul 28, 2010
Switzerland Under Siege Jul 20, 2010
Inflation: The Runaway Train Jul 13, 2010
Commentary: ECB Urges Bank Recapitalizations Jul 8, 2010
Greek Lessons for the United States Jul 7, 2010
U.S. Fights Global Hangover: Getting Drunk in the Process? Jun 17, 2010
Commentary: ECB Inflexibly Flexible - A Turning Point for the Euro? Jun 10, 2010
Commentary: Critical Juncture - Update on the euro, Australian dollar and Japanese yen May 27, 2010
Commentary: Euro Focus on Fiscal Reform, not BaFin May 19, 2010
Europe's Bazooka May 10, 2010
Commentary: Greece Requires Conservatorship Apr 28, 2010
Implications of Chinese yuan Appreciation Apr 27, 2010
U.S. Dollar – Grave Concerns Remain Apr 15, 2010
Commentary: Life/Euro Beyond Greece - Crystal Clear Apr 8, 2010
Commentary: European Central Bank - Seize the Opportunity! Apr 6, 2010
Commentary: Is the International Monetary Fund to Greece what China is to the U.S.? Mar 24, 2010
Commentary: Eurozone Needs Markets Not Bailouts Mar 18, 2010
Strong Yuan in China's Interest Mar 15, 2010
Commentary: European Central Bank - Greece is Convincing Mar 4, 2010
Greece - From Hard Money to Fool's Gold Mar 2, 2010
Commentary: Bank of England - the Yo-Yo Central Bank Feb 10, 2010
Euro - Anchor of Stability? Feb 8, 2010
What’s next for the Dollar? Feb 2, 2010
Yen’s Kamikaze Flight Trajectory Jan 19, 2010
Commentary: ECB - Greece No California Jan 14, 2010
Update: Yen no longer Hard Currency Jan 7, 2010
   
2009
Commentary: Fed Tightening? Give Us a Break! Dec 16, 2009
Commentary: ECB - The Reluctant Hawk? Dec 3, 2009
Dollar Implications of Dubai Jitters Dec 2, 2009
Strong Dollar Policy: What?? Nov 17, 2009
Who Cares About the Dollar? Nov 5, 2009
Japanese Politics and the Yen Oct 1, 2009
A New Era of Opportunity Sep 9, 2009
Bernanke: Central Bankers' Bob the Builder? Aug 27, 2009
Credit Crunch Part Deux? Jul 21, 2009
Inflation or Hyperinflation? Jun 24, 2009
U.S. Dollar: the Good, the Bad and the Ugly Jun 16, 2009
Geithner & China: Who Are You Fooling? Jun 2, 2009
Follow the Money… out of the U.S. dollar? May 12, 2009
Market-Based Stress Test May Relieve Anxiety May 5, 2009
Pearls Before Swine – Perils of Free Money Apr 30, 2009
(Un)Intended Consequences: Uncertainty, Inflation & Inflexibility Apr 20, 2009
Bailout Economics - Politics of Self Destruction Mar 31, 2009
Reflation Investing – Which Currencies Benefit? Mar 19, 2009
Depression Investing – Which Currencies to Hide in? Mar 10, 2009
Toxic Securities - Wanted: Market Based Prices Mar 3, 2009
The Euro - Are There Any Hard Currencies Left? Feb 24, 2009
Confidence More Important Than Gold Feb 11, 2009
China and the U.S. Play Chicken: Currency Manipulation Jan 27, 2009
Live Free Or Die: Capitalism At Risk Jan 14, 2009
   
2008
Fed Fights to Weaken Dollar Dec 17, 2008
China: Carpe Diem! Dec 9, 2008
Monetizing the Debt Dec 2, 2008
The Road to Financial Ruin: We Have to Spend Money Now Nov 19, 2008
Bretton Woods II – A Roadmap Nov 11, 2008
Recapitalizations – Rate Cuts – Yen becomes Hard Currency Oct 8, 2008
The World in Crisis: Where are the Safe Havens? Oct 7, 2008
Urgent Appeal: Recapitalize Financial Institutions Rather than Bail Out Debt Sep 25, 2008
The Case For and Against the Dollar Aug 13, 2008
Europe’s Ivory Tower Politics Jun 17, 2008
Bernanke Jeopardizes Dollar Jun 10, 2008
Federal Reserve may Want Inflation Apr 30, 2008
What’s Up with Asian Currencies? Mar 25, 2008
Ambac Bailout May Cause Crisis Feb 27, 2008
The Failure of Inflation Targeting Jan 30, 2008
   
2007
Leadership Emerges To Resolve Subprime Crisis Dec 18, 2007
Hard and Asian Currencies in 2008: U.S. dollar bounce may be elusive Dec 12, 2007
The Federal Reserve’s interest rate cut does not help Americans Sep 25, 2007
If you want a Subprime Bailout, do it Properly! Sep 5, 2007
Banks Fight to Postpone Day of Reckoning Jun 25, 2007
Strong Dollar in U.S. Interest May 17, 2007
Ron Paul Not a Myth Apr 27, 2007
Dollar Myths Apr 26, 2007
Fed Jeopardizes Dollar as it Neglects its Mandate Mar 27, 2007
Bernanke the Dove Feb 21, 2007
How the Fed Lost Control of Money Supply Feb 6, 2007
   
2006
A Lower Trade Deficit Unlikely to Save the Dollar Nov 14, 2006
The Dollar May Fall After the Election Nov 6, 2006
Bernanke Passes The Buck Oct 5, 2006
The Economy In Denial: Fallout from the Bursting Housing Bubble Sep 21, 2006
Bernanke’s Transient Hopes Jul 21, 2006
Will Bernanke Save the Dollar? (available as audio) Jun 15, 2006
Will Paulson Save the Dollar? (available as audio) Jun 8, 2006
The Current Account Deficit Matters May 23, 2006
China: Embrace the Competition Apr 25, 2006
Protectionism May Hurt Dollar Mar 15, 2006
Bernanke Fallacy Feb 17, 2006
Psychology of a Falling Dollar Feb 7, 2006
Retiring with Bernanke -- Are You Prepared? Jan 13, 2006
 
2005
Will Bernanke Create Hyperinflation? Dec 15, 2005
Bernanke: Go, Get the Helicopters! Nov 21, 2005
Globalization and the Dollar Nov 10, 2005
Bernanke – On the Road to Disaster? Oct 24, 2005
The Dollar, Gold and Stagflation - Greenspan's Conundrum Oct 24, 2005
Is a Dollar Crisis Looming? Oct 10, 2005
China Is Open for Business: Will China’s growth eliminate inflation? Sep 21, 2005
Is the US Economy Shock-Resistant? Sep 12, 2005
Fed May Not Stop Inflation Aug 18, 2005
China’s Basket of Currencies Impacts Trading Partners Aug 12, 2005
The Modern Command Economy: the 30-Year Bond is Returning Aug 4, 2005
A Snowball in the Making: China's Basket of Currencies Jul 26, 2005
China: U.S. Dollar may not be Worth the Paper it is Printed on Jun 28, 2005
Is the European Union in Crisis? Jun 20, 2005
Gold up as the current account deficit continues its rise Jun 17, 2005
Trade Deficit – Be careful what you wish for   Jun 9, 2005
The Fed opts for growth, ignoring imbalances and inflation   Jun 1, 2005
U.S. Current Account Deficit may hit $900 billion next year   May 26, 2005
The Fed Embraces Public Perception in Place of Sound Monetary Judgment to Set Policy   Apr 18, 2005
Greenspan: "We can guarantee cash, but we cannot guarantee purchasing power!"   Feb 16, 2005
Bush and Greenspan as Catalysts to a Weaker Dollar   Jan 20, 2005
     
2004
China meets Europe - Motivation and Implications for the World Economy   Nov 28, 2004
3rd Quarter 2004 –The Emperor's New Clothes   Oct 6, 2004
New chapter in inflation/deflation battle: US economy is setting up for recession   Aug 12, 2004
2nd Quarter 2004 - Who is rational - Consumers or Businesses?   Jul 1, 2004
1st Quarter 2004 - A Storm is Brewing: Election Chatter or Real Trouble Ahead?   Apr 1, 2004
BMW bets on a stronger Dollar - a fatal mistake   Mar 18, 2004
Greenspan: "the traditional fixed-rate mortgage may be an expensive method of financing a home"   Feb 23, 2004
Greenspan: "I hope we will restore fiscal sanity"   Feb 12, 2004
The Price of Loyalty: a Commentary   Feb 2 2004
4th Quarter 2003 - We are responsible for our own Future   Jan 14, 2004
     
2003
2004 may also become a "golden" year   Dec 23, 2003
Bank of England warns it may not be able to fight inflation   Nov 18, 2003
Greenspan talks while Australia and Europe act   Nov 6, 2003
Schwarzenegger wins California Recall   Oct 7, 2003
3rd Quarter - Global Warming   Oct 7, 2003
2nd Quarter - Deflation or Inflation?   Jul 1, 2003