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March 27, 2024

Grand Strategy
The President’s Inbox Recap: The Case for U.S. Retrenchment Overseas

Proponents of retrenchment want the United States to do less overseas.

Nine boats with alternating flags of the United States and South Korea as viewed lined up in a row.
Blog Post by Michelle Kurilla The Water's Edge

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

November 5, 2006

Monetary Policy
Stephen Jen - the anti-Roubini (and the anti-Setser)

The odds of a US recession: Nouriel Roubini: 90% Stephen Jen: 13%  I know my comparative advantage does not lie in gauging whether or not a sharp fall in residential investment will spill o…

Blog Post by Brad W. Setser Follow the Money

March 26, 2007

China
Commentary on the People’s Investment Company has been outsourced to Stephen Green

Stephen Green of Standard Chartered has the best analysis I have seen of the bureaucratic politics behind the creation of China’s new state investment company, as well as the best analysis of the con…

Blog Post by Brad W. Setser Follow the Money

November 27, 2006

Monetary Policy
Stephen Jen: only 60% of China’s reserves are in dollars.

Stephen Jen sometimes says the darnedest things.  Not about currencies.   But about reserves. His estimates for oil reserve growth have been consistently on the low side.   Norway, the UAE and Kuwait…

Blog Post by Brad W. Setser Follow the Money