1,890 Results for:

May 25, 2016

Monetary Policy
Europe Custodial Holdings Dan Drezner Asked Three Questions

He gets three half answers. Drezner’s first question: “Just how much third-party holdings of U.S. debt does Saudi Arabia have?” Wish I knew. The custodial data doesn’t really help us out much. …

March 12, 2006

Economics
Read Dan Gross on Globalization a la carte

As usual, Gross has a lot of smart things to say about limits on cross border investment in a no-longer-quite-so-flat world -- or what he calls globalization a la carte. Limits on cross-border invest…

January 17, 2018

China
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.

August 16, 2018

China
Lunar New Year The Internet Was Created in the United States, But China Will Shape Its Future

For good reason, Russia and Russian hacking have dominated discussions about cyberspace this summer. But policymakers also must not lose track of the more decisive, long-term threat: China.

August 13, 2018

Russia
Did Russia Really Dump Its U.S. Debt? Did Russia Really Dump Its U.S. Debt?

“Russia dumped 84% of its American debt,” blared a July CNN headline. Russian central-bank head Elvira Nabiullina said the sales were just part of “diversifying the entire structure of currencies…

July 30, 2018

International Economic Policy
Gone Fishing

I am planning to take the next few weeks off—no blogging. That at least is the plan, barring a major financial surprise. It thus seems a natural time to look back at the topics I have covered in t…

July 23, 2018

China
China’s Currency Is Back in Play China’s Currency Is Back in Play

China's currency is getting awfully close to some key levels, levels where in the past China has resisted further depreciation. The signals China sends from here on will be critical.

July 10, 2018

China
My Latest Take on China's Foreign Exchange Intervention Proxies My Latest Take on China's Foreign Exchange Intervention Proxies

This one is for my currency trading friends...

July 2, 2018

China
Devaluation Risk Makes China’s Balance of Payments Interesting (Again) Devaluation Risk Makes China’s Balance of Payments Interesting (Again)

A deep dive into the details of China's balance of payments over the last few quarters of data. During the dollar's depreciation in 2017 and the first quarter of 2018, it looks like China was adding …

June 29, 2018

United States
Tax Reform in the Q1-2018 BoP Data Tax Reform in the Q1-2018 BoP Data

The impact of the U.S. tax reform on the U.S. trade balance was a hot item of debate last December. There was an argument that reducing the headline tax rate—and creating an even lower tax for the…