832 Results for:
Filters

November 4, 2016

Sub-Saharan Africa
A Review of Stephen Ellis’ "This Present Darkness"

This is a guest post by Tyler Lycan. Tyler is an intern for the Council on Foreign Relations Africa Studies program, he recently obtained his Masters in International Security Studies from the Univer…

stephen-ellis-book
Blog Post by Guest Blogger for John Campbell Africa in Transition

June 3, 2005

Economics
If Roach says 3.5% and Gross says 3%, someone else has to say 2.5%

Roach and Gross could not stay among the most bullish on bonds for very long. From Marc Gilbert’s column today.Gabe Borenstein, managing director of global investments at Investec Holdings Ltd. in N…

Blog Post by Brad W. Setser Follow the Money

October 9, 2006

United States
Stephen Jen, Eternal optimist

Apparently, the US fiscal deficit is set to disappear and the US current account deficit has peaked.  At least it has in Stephen Jen-land.  In his latest email Jen writes: “US’s corporate revenues ar…

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

January 30, 2005

Financial Markets
Stephen Jen might want to rejigger his model

Apparently, Mr. Jen thinks the dollar -- despite the United States’ 6.2% of GDP current account deficit -- is significantly undervalued against all major currencies, and fairly valued against most As…

Blog Post by Brad W. Setser Follow the Money