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February 28, 2006

China
Read Richard McGregor’s FT article on China

I follow the data coming out of China pretty closely, at least for someone whose linguistic limitations crimp any long-term ambitions to be a professional China Watcher.     Not every article on Chin…

April 26, 2024

United States
Election 2024: Is Donald Trump an Isolationist?

Each Friday, I look at what the presidential contenders are saying about foreign policy. This Week: Donald Trump has long criticized U.S. foreign policy. That doesn’t mean he wants America to “come h…

Trump Photo

October 13, 2023

United States
Happy 248th Birthday, U.S. Navy!

The U.S. Navy marks 248 years of service.

Navy ship

May 3, 2024

United States
Election 2024: Trump Talks Foreign Policy With Time Magazine

Each Friday, I look at what the presidential contenders are saying about foreign policy. This Week: Donald Trump gave his most detailed interview on foreign policy yet. He made some dubious claims bu…

Trump

October 19, 2006

Monetary Policy
Richard McGregor helps to solve the mystery of China’s slow q3 reserve growth.

The increase in China’s q3 reserves was about $30b below my expectations.  China’s current account surplus is usually about $15b per quarter larger than its trade surplus, and net FDI inflows have be…

May 22, 2007

China
No one covers the debate on China’s macroeconomic policy better than Richard McGregor

McGregor’s long analysis piece in today's Financial Times (free link here) shows why.  It is the best summary of China’s macroeconomic policy challenges – and the contractions associated with China’s…