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May 4, 2008

Financial Markets
The Economist and Goldman on oil and the dollar

I liked the lede of this week’s economist story on the Fed, the dollar and oil: “THE spirit of St Augustine hovered over the Federal Reserve this week. “Oh Lord, let us stop cutting interest rates…

February 18, 2007

China
Goldman: PBoC using swaps to limit reserve growth

Goldman seems to have confirmed something that I -- and, for that matter, Stephen Green of Standard Chartered and Louis Kuijs of the World Bank -- have suspected for a while: China's "true" reserve g…

October 29, 2006

China
Goldman economic research v. the Economist (Drivers of Chinese growth)

I, obviously, liked this week’s Economist article on China quite a bit.  So I really shouldn't still be writing about last week’s article on Chinese consumption growth.  That article argued that cons…

August 3, 2023

Italy
Why Is Italy Withdrawing From China’s Belt and Road Initiative?

Italy’s withdrawal from the Belt and Road Initiative would reflect disappointment with the lack of economic benefits and a more fundamental strategic rethinking of China.

Former Italian Prime Minister Giuseppe Conte greets Chinese President Xi Jinping before a meeting in Rome, Italy in March, 2019.