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November 3, 2008

United States
Economic Policy Challenges for the Next Administration

The incoming President faces a series of daunting economic challenges including a global financial crisis, a growing budget deficit, and, as the graph above indicates, a potentially severe recessio…

Economic Policy Challenges for the Next Administration

November 1, 2006

Financial Markets
The club of puzzled dollar bears grows bigger

I am – and probably always will be – a big Robert Rubin fan.  In my view, 100 bills with Rubin's signature should trade at a premium, not a discount.But Rubin doens seem to be as good a currency trad…

October 11, 2019

Election 2020
Campaign Foreign Policy Roundup: Syrian Kurds, the NBA, and LGBTQ Rights

Each Friday, I look at what the presidential challengers are saying about foreign policy on the campaign trail.

People flee Turkish air strikes in Ras al Ain along the northern Syrian border.

February 7, 2019

United States
The State of the Union Speech Trump Didn’t Deliver

This was originally published on the Quint and is reposted here with permission. For a speech that US President Donald J Trump told supporters was likely to contain as much as “40 to 50 percent” f…

U.S. President Donald Trump delivers his State of the Union address to a joint session of Congress on Capitol Hill in Washington, U.S., February 5, 2019. REUTERS/Jim Young

March 14, 2006

United States
The 2005 (and 2006) current account deficit

The 2005 current account deficit: $805 billion. or 6.4% of US GDP That is a bit smaller than I expected.    The q3 deficit was revised down.  Reinsurance payments were higher than initially foreca…