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March 3, 2011

Sub-Saharan Africa
Friedman’s List: What It May Mean Below the Sahara

A youth wearing a shirt of U.S. President Barack Obama stands in a crowd waiting for food distribution at Mugunga, just west of the eastern Congolese city of Goma, August 24, 2010. (Finbarr O'Reill…

Friedman’s List: What It May Mean Below the Sahara
Blog Post by John Campbell Africa in Transition

January 25, 2007

Economics
Sometimes I agree with Dr. Jen

I rather suspect I favor a bigger and faster appreciation of the RMB over time than does Dr. Jen, but I very much agree with his argument for a bit more RMB appreciation in the near term.   Stephen J…

Blog Post by Brad W. Setser Follow the Money

March 16, 2007

United States
Jen v. Setser on exchange rates and global adjustment

It is fair to say that I see the world very differently than Dr. Jen.  He thinks imbalances are a natural byproduct of globalization.    I think they are a natural byproduct of undervalued exchange r…

regional_balance_smaller
Blog Post by Brad W. Setser Follow the Money

May 3, 2006

Financial Markets
Stephen Jen knows currencies, not communiqués

Stephen – the dollar will go down, but “ the US will not adopt a weak dollar policy … and the sky will not fall on the dollar” – Jen has gotten the course of a the dollar/ euro roughly right for the …

Blog Post by Brad W. Setser Follow the Money

October 26, 2005

United States
What to say when the markets are listening to Stephen Jen?

The Economist's Buttonwood struggles with something I have also struggled with:Stephen "Interest rate and growth differentials, not current account deficits" Jen has basically been right on the dolla…

Blog Post by Brad W. Setser Follow the Money