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April 11, 2011

Politics and Government
Campaign 2012: Hello Mitt Romney, GOP Presidential Candidate

Mitt Romney shakes hands after speaking to an audience at the Conservative Political Action Conference meeting in Washington on February 11, 2011. (Larry Downing/courtesy Reuters) The United States …

Campaign 2012: Hello Mitt Romney, GOP Presidential Candidate

February 26, 2008

Capital Flows
Regulating sovereign wealth funds: does the US have any leverage?

Bob Davis’ Wall Street Journal article - which reports that the US Treasury is pushing Singapore and Abu Dhabi to increase their transparency and to signal that their funds will be managed commercial…

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April 6, 2008

Financial Markets
Just how much money do sovereign wealth funds have?

A ton, according to Morgan Stanley’s Stephen Jen and a host of Wall Street investment banks Not all that much, according to Milken Institute’s Christopher Balding (as reported by Bob Davis in the Wa…

adia

December 23, 2007

Capital Flows
A Saudi investment authority?

The FT broke a major story -- at least in my world -- late on Friday. The Saudis are about to set up a sovereign wealth fund: Saudi Arabia plans to establish a sovereign wealth fund that is expecte…

December 17, 2007

United States
A strong October TIC data release, but the BEA’s data only deepens the mystery of how the US financed its current account deficit in the third quarter

NOTE: THIS POST WAS EXTENSIVELY REVISED ABOUT 5 HOURS AFTER IT WAS INITIALLY POSTED.  I DIDN’T HAVE TIME TO DO A FULL ANALYSIS IN THE MORNING.     The big story of the October TIC data is, obviously…