Ben Hunt, author of The Timid Corporation: Why Business is Terrified of Taking Risk, will introduce a discussion on global imbalances.
Questions to consider:
What are the “global imbalances”?
What are their root causes?
Were they responsible for the financial crisis as is commonly claimed?
What is the role of the breakdown of the Bretton Woods system in causing the imbalances?
Has China’s export-model of growth reached its limits?
What is wrong with the current discussion on imbalances and “rebalancing”?
Is the world entering a dangerous new economic and political era as is increasingly claimed?
Richard Duncan, The Corruption of Capitalism: a strategy to rebalance the global economy and restore sustainable growth (2009) (Also see his website and various articles)
Ben Hunt, In the dark (February 2011)
Sean Collins, The truth about the currency wars (October 2010)
Andrew Smithers, Rebalancing the global economy (Sep 2010)
R Rajan, Rebalancing the World Economy (Aug 2010)
The Economist, Rebalancing the World Economy: America (July 2009)
Stephen Roach, The Consumption Gap (July 2010)