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September 13, 2017

South Africa
'Don't Underestimate Zuma'

For those in South Africa and elsewhere devoted to the rule of law, the supremacy of constitutional institutions over individual personalities, and repelled by corruption, South Africa’s President Ja…

Dlamini-Zuma-ANC-Jacob-Leadership-President

March 10, 2024

China
China’s Record Manufacturing Surplus

The U.S. likes talking about the dominance of the dollar. But don’t short-change China’s current dominance of manufacturing trade. Trade imbalances need to be taken seriously again.

Manufactured Goods Surpluses

May 23, 2024

United States
The President’s Inbox Recap: America’s New Cold Wars

The post-Cold War era is over and a dangerous new era of great power competition has begun.

Xi and Putin as viewed walking on a red carpet.

November 7, 2011

Russia
Don’t Bet on the BRICs

(L-R) India's Prime Minister Manmohan Singh, Russia's President Dmitry Medvedev, China's President Hu Jintao, Brazil's President Dilma Rousseff and South African President Jacob Zuma attend a joint n…

(L-R) India’s Prime Minister Manmohan Singh, Russia’s President Dmitry Medvedev, China’s President Hu Jintao, Brazil’s President Dilma Rousseff and South African President Jacob Zuma attend a joint news conference at the BRICS Leaders Meeting in Sanya, Hainan province April 14, 2011.

July 18, 2013

Monetary Policy
Mortgages and Monetary Policy Don’t Mix

From the beginning of 2009 through this past May 21st, the Fed amassed a portfolio of mortgage-backed securities (MBS) valued at $1.2 trillion.  Over this period, the average 30-year fixed mortgag…

Mortgages and Monetary Policy Don’t Mix

July 2, 2018

Southeast Asia
Malaysia Achieved a Democratic Victory—But Don’t Expect Its Success to Spread

In early May, Malaysia was stunned by the victory, in national elections, of the opposition coalition, led by Mahathir Mohamad and essentially (from jail), longtime opposition leader Anwar Ibrahim. A…

Mahathir_5.10.2018