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IS NIIP ANALYSIS DEAD? A PRIMER

I originally developed NIIP analysis to try an understand why the Japanese Yen was so strong, and Korean Won was so weak.
Russell Clark
Jun 14, 2023
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As suggested in my last post, NIIP analysis may well be broken. Fundamentally, NIIP should balance globally, but the US NIIP deficit has grown by nearly USD10 trillion over the last 10 years, and ca…

The full video is for paid subscribers

Capital Flows and Asset Markets
Authors
Russell Clark