2,578 Results for:

February 22, 2018

China
Electric trucks are shown at BYD headquarters in Shenzhen, China May 25, 2016. China’s Coming Challenge to the U.S. Petro-Economy

U.S. oil production is set to surpass its all-time record monthly high (first set in 1970), and U.S. liquefied natural gas exports are roaring ahead, with 800 billion cubic feet already shipped since…

February 5, 2015

United States
Interview With Charlie Rose

Last month, I had the pleasure of joining Charlie Rose on his show along with Jorge Castañeda, Mexico’s former foreign minister, and Francisco Goldman, contributor to The New Yorker, to discuss Mexic…

February 16, 2018

United States
Mapping Capital Flows Into the U.S. Over the Last Thirty Years Mapping Capital Flows Into the U.S. Over the Last Thirty Years

Up until 2014, the growth in central bank dollar reserves closely mapped to the increase in U.S. net external debt. The past few years have been different: for the first time in a long time, yield-st…

February 15, 2018

United States
Trump’s Tax Success Is at the Expense of His Trade Agenda Trump’s Tax Success Is at the Expense of His Trade Agenda

It looks like a combination of tax cuts and spending increases will raise the U.S. fiscal deficit by about 2 percentage points of GDP (that’s the number Krugman used; Goldman’s US economics team puts…

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 7, 2018

United States
Do Not Overlook the December Trade Data Do Not Overlook the December Trade Data

The increase in the non-oil trade deficit in December should be getting more attention. It matters more than the year-over-year rise in the 2017 trade deficit.

January 24, 2018

United States
Adjustment Is Hard, Especially if it Involves the Dollar Adjustment Is Hard, Especially if it Involves the Dollar

Trump’s tax cut has not, to date, unleashed a wave of global demand for U.S. dollar assets. In fact, the dollar weakened as prospects for the tax cut—and associated rise in the U.S. federal budget…

January 17, 2018

Israel
Adnan Abidi/Reuters Is Israel’s International Isolation Diminishing?

Votes against Israel at the United Nations over the decades seem to indicate it is a pariah nation, but the country’s expanding bilateral ties tell a different story.

January 16, 2018

Thailand
Thailand is Really, and I Mean Really, Close to Meeting the Treasury’s Manipulation Criteria Thailand is Really, and I Mean Really, Close to Meeting the Treasury’s Manipulation Criteria

The Treasury's April foreign exchange report should be interesting. Thailand hasn't been included in past foreign exchange reports.  Yet it is likely to meet all three of the criteria set out in t…

January 17, 2018

U.S. Congress
Royce-Africa-Powell-Congress Ed Royce, Champion of Africa in the U.S. House, Will not Run for Reelection

This is a guest blog post by Anthony Carroll. Anthony is founding director of Acorus Capital, a private equity fund investing in Africa, and a vice president of Manchester Trade Limited, an internati…