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June 7, 2012

Economics
How a Stronger Democracy Will Check the PRI

Here is a piece that I wrote for ForeignAffairs.com on the upcoming Mexican elections and the prospects for the PRI. After voting the Institutional Revolutionary Party (PRI) out of Los Pinos, Mexico…

Peña Nieto - Latin Americas Moment

April 17, 2007

Financial Markets
Saudi riyal, Kuwait dinar, UAE dirham hit multi-year lows v. the pound …

They are also getting close to a record low v. the euro. Yet oil is, well, still rather strong.   Against the dollar.  But also against the pound and euro.   The euro and pound have gained significan…

March 28, 2007

United States
Global adjustment — the US, Europe, Asia and last but not least the oil exporters

Folks have been worrying about the current account deficit for so long that “Wall Street is downright bored with it.”    Trust me, I know.  But just because the world’s central banks have financed an…

June 24, 2010

International Organizations
The G20’s Twenty Agendas

The G20 meetings in Toronto will be marked by competing agendas on global growth and financial regulations. This Backgrounder looks at the range of policy concerns.

June 11, 2007

Monetary Policy
“Asia’s importance in the bond market cannot be overstated”

That quote doesn't come from me -- but from someone with a bit more authority: Jim Caron, co-head of global interest rate strategy at Morgan Stanley (quoted by Michael MacKenzie in Monday's Financial…

central_bank_demand_quarters