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March 12, 2018

U.S. Foreign Policy
"National Security Leaders" Adopt the Palestinian Narrative

On March 2, seventeen “National Security Leaders” issued an alarming statement about Israel-Palestinian peace and U.S. policy. The statement was carried as an ad in The New York Times and a PDF versi…

March 11, 2018

At Long Last, "The Crown" Will Visit Israel

Seventy years after Israel's founding, at long last a member of the British royal family will visit there. The summer visit of the Duke of Cambridge, HRH Prince William, has been announced. This v…

March 6, 2018

United States
How Will the U.S. Fund its Twin Deficits? How Will the U.S. Fund its Twin Deficits?

Will there be a mismatch between what the U.S. wants to sell (Treasuries) and what the world wants to buy?

February 13, 2018

United States
FA MA 2018 Cover Walking Away From World Order: Weighing Trump’s First Year of Foreign Policy

“Nobody really knew what to expect when Donald Trump became U.S. president. Would he disrupt the status quo or maintain it? Blow himself up or escape unscathed? One year in, the answer is yes,” write…

February 9, 2018

United States
The Impact of Tax Arbitrage on the U.S. Balance of Payments The Impact of Tax Arbitrage on the U.S. Balance of Payments

I sat down with the FT's Matt Klein for an Alphachat podcast on the international provisions in the December tax reform.

January 17, 2018

A Few Words on China’s Holdings of U.S. Bonds A Few Words on China’s Holdings of U.S. Bonds

A primer on China reserve watching.

January 16, 2018

Sub-Saharan Africa
Trump-Africa-Shithole-Foreign-Policy-China-Russia African Anger Builds Over President Trump’s Racist Comments

His racist and anti-African rhetoric is likely to strengthen the hand of those in Africa that would see their countries turn away from the West and towards more authoritarian governments, like those of Russia and China.

January 5, 2018

How India Is Making its Place in the World India’s Time on the World Stage Has Come, Says New Book by Alyssa Ayres

January 4, 2018—“More than at any time over the past quarter-century, India is well on its way to global power,” writes Alyssa Ayres in a new book, Our Time Has Come: How India is Making its Place in…

January 3, 2018

Nuclear Weapons
Vehicles carry missiles during a military parade in Pyongyang. North Korea’s Military Capabilities

Kim Jong-un has accelerated North Korea’s buildup of nuclear and other weapons of mass destruction, while also modernizing its large conventional force.

December 28, 2017

United States
Kohl 1989 Ten World Figures Who Died in 2017

I wrote yesterday about ten Americans who died in 2017 who helped shape U.S. foreign policy during their lifetimes. But Americans are not the only ones who influence world affairs. Below are ten worl…