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Baffin Advisors LLC

Topic: Currencies

Bernanke vs Krugman and other thoughts

After a week being back from my favorite southern country (Uruguay), I realize not much has changed in G7’s policy stance. At the same time, markets away from the US banking system seem to be normalizing. I think US policy continues to pollute the picture with its lack of clear direction/diagnostics. Every macro tool available read more

Martin Anidjar | January 13, 2009

The recession business: not 1930s style

Last week I attended a seminar by Nobel Prize Winner Bob Lucas, on the current international credit crisis. He gave a very big picture view based on a comparison to the 1930s crisis. His bottom line was that as opposed to the Fed response in 1931, this time around the Fed policy response is not read more

Martin Anidjar | December 17, 2008

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