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May 3, 2018

China
The Rising Bilateral Deficit with China and the Negotiations Over China 2025 The Rising Bilateral Deficit with China and the Negotiations Over China 2025

A short review of the March U.S. trade data and a lot of speculation about the arc of the Sino-American economic relationship in light of the non-negotiability of Made in China 2025.

March 6, 2018

United States
How Will the U.S. Fund its Twin Deficits? How Will the U.S. Fund its Twin Deficits?

Will there be a mismatch between what the U.S. wants to sell (Treasuries) and what the world wants to buy?

March 5, 2018

Renewable Energy
Taming the Sun: Innovations to Harness Solar Energy and Power the Planet, by Varun Sivaram Without Significant New Investment in Innovation, Solar Energy’s Growth Will Stall

March 5, 2018—Solar energy could one day supply most of the world’s energy needs, but its current upsurge is in danger of ebbing, increasing the risk of catastrophic climate change. While solar energ…

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 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…

January 23, 2018

Venezuela
The corporate logo of the state oil company PDVSA is seen at a gas station in Caracas, Venezuela December 1, 2017. How Much Worse Can it Get for Venezuela’s State Oil Firm PDVSA?

Venezuela’s latest attempt to raise capital by issuing a cryptocurrency, the petro, linked allegedly to its Orinoco oil reserves is problematical on so many levels, it is hard to know how to comment …

December 15, 2017

United States
Why The Trade Balance (Still) Matters Why The Trade Balance (Still) Matters

It is a useful indicator (even for the U.S.)

December 8, 2017

South Korea
Korean Won Up, New Taiwan Dollar Flat: An Update on Asian Intervention Korean Won Up, New Taiwan Dollar Flat: An Update on Asian Intervention

Korea didn’t stop the won from appreciating through 1090 (its intervention level in 2016); Taiwan seems to be blocking any move through 30.

November 29, 2017

China
female-entrepreneur To Make China’s Female Entrepreneurs Count, Let’s Go Beyond Just Counting Them

Natalie Au is an intern for Asia Studies at the Council on Foreign Relations. This week, the eighth annual Global Entrepreneurship Summit began in Hyderabad, India, focusing on the theme of “Women…

November 8, 2017

Cybersecurity
WhatsApp Building a Defensible Cyberspace

It is commonly understood that cyberspace favors attackers over the defenders. A new report argues that flipping the offense-defence balance is possible.