Merk Insights

These articles and commentaries provide the Merk Perspective on currencies, global imbalances, the trade deficit, the socio-economic impact of the U.S. administration's policies and more. To learn more about the Merk Perspective and receive articles and commentaries on events that may impact your portfolio decisions as they occur, subscribe to our newsletter.

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

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