Buyer Analytics

Some great links and information from What Matters at McKinsey.

A What Matters Debate:
As the US economy emerges from the crisis, there’s little consensus on what lies ahead. Economic forecaster David Levy says chronic high unemployment will lead to, at worst, slight deflation. While former Fortune writer and financial adviser Al Ehrbar says, not so fast: with the Federal Reserve having flooded the market with dollars, massive inflation is likely.
Plus: What Matters continues the conversation on the fate of the dollar:
Geng Xiao: Why the Chinese will not bail out the dollar by allowing the renminbi to appreciate
Benn Steil: There are steep downsides to both a strong dollar and weak dollar policy
Gerard Lyons: Whether or not the dollar will topple isn’t in doubt, only its speed of decline is
Martin Gilman: Now that the United States is a debtor nation, its currency can no longer dominate
Charles Wyplosz: The dollar is the worst international currency, except for all the others
Tim Adams: The dollar’s share may shrink, but it will continue to dominate
Michael Mandel: Beware of a dollar crash if the United States loses its innovation edge
Jeffrey Garten: The question isn’t if the dollar will be replaced—it’s when and how