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April 14, 2005

International Law
The Law of War in the War on Terrorism: A Council on Foreign Relations Debate

JEFFREY TOOBIN: Welcome to the Council. My name is Jeff Toobin. I am moderating today. This session is on the record, and it is also being broadcast live on the Council's website. Let me explain a …

June 1, 2005

United States
Is the US sufficiently geared up?

Deep Throat is no longer Washington’s best kept secret, the ten-year Treasury note yields less than 4% and Stephen Roach is a (reluctant) bond bull. The currency of a country with a 6.5% of GDP cur…

June 16, 2005

Economics
A global savings glut, a global housing market bubble?

Alan Greenspan says there is no national bubble, just pockets of local froth. Or to the housing sector’s in house economists, just a few healthy suds floating on top of a healthy market. Then again,…

August 5, 2005

Capital Flows
China, the US and the geopolitics of oil

The CNOOC Unocal saga is over. But CNOOC's ambitions remain: Energy market experts now expect Cnooc, which is controlled by the Beijing government, to explore opportunities throughout the Asia-Pa…

May 10, 2006

United States
Transformational Public Diplomacy

12:15 - 1:00 p.m. Lunch1:00 - 2:00 p.m. Meeting

April 12, 2005

Economics
My New Job

If you read Justin Lahart’s Ahead of the Tape column in today’s Wall Street Journal carefully, you may have noticed that he quoted Brad Setser of Roubini Global Economics, not Brad Setser of the Glob…

April 10, 2006

China
China worries the US may want a “competitive” dollar

Xia Bin, head of the financial research institute at the cabinet's Development Research Centre, didn't use Martin Feldstein's clever term though.  He worries about a weak dollar policy."W…

March 15, 2006

Emerging Markets
Feeding the hand that bites you …

Justin Lahart writes well; I stole the "feeding the hand that bites you" line from him.  It is a good one.The US tells China (oops, CNOOC) that it cannot buy Unocal, even though Unocal's energy a…

May 25, 2006

United States
You know, there are safe havens that do not have a current account deficit of $1 trillion …

Incidentally, I am not the only one who thinks that the US current account deficit is heading toward a trillion.   The OECD now forecasts $965b current account deficit in 2006 (7.2% of GDP), and $107…

January 27, 2006

United States
Imports surge, GDP and exports don’t …

The market thinks that the (bad) q4 GDP number is old news; the economy is looking far better in q1.   The market is also banking on stronger export growth to help support US growth in 2006.  See Jus…