Council of Councils
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Introduction
Over the last several decades, governments have collectively pledged to slow global warming. But despite intensified diplomacy, the world is already facing the consequences of climate…
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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…
March 7, 2023
Technology and Innovation
Ford-CATL Partnership Illustrates the Challenge of Decoupling EV Supply Chains
Ford Motor Company's partnership with a Chinese battery manufacturer encapsulates the difficulty of the United States to balance private sector interests with the desire to reduce dependence on China…
