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August 4, 2006

China
Stephen Jen is right

That is not something I say all the time. I suspect I am among Stephen Jen's prototypes for what he calls structural dollar bear.    And Stephen " “current account deficits inside the dollar …

January 12, 2018

Women and Women's Rights
somaliland Women Around the World: This Week

Welcome to “Women Around the World: This Week,” a series that highlights noteworthy news related to women and U.S. foreign policy. This week’s post, covering January 7 to January 19, was compiled wit…

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…

December 28, 2017

Global Governance
Angela Merkel, Donald J. Trump, and Emmanuel Macron during a family photo at the G7 Summit in Sicily, Italy on May 27, 2017. Year One of America First: Global Governance in 2017

Coauthored with Anne Shannon, former intern in the International Institutions and Global Governance program at the Council on Foreign Relations. After President Donald J. Trump’s election last fal…

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…

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 …

March 16, 2007

United States
regional_balance_smaller 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…

June 30, 2017

Group of 20 (G20)
General view of the inner city in Hamburg, Germany. What to Know About the Hamburg G20 Summit

The G20 summit comes amid tensions over trade, climate, and refugee policy and increased uncertainty over the U.S. commitment to multilateral institutions.

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…

May 10, 2018

Economics
Play World Economic Update World Economic Update

The World Economic Update highlights the quarter’s most important and emerging trends.