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September 25, 2006

China
Richard McGregor on China’s (huge) reserves

The one trillion dollar mark is a perfect hook.  Richard McGregor's excellent story in today's FT is the first of no doubt many stories on China’s phenomenal stockpile of reserves. M…

February 28, 2006

China
Read Richard McGregor’s FT article on China

I follow the data coming out of China pretty closely, at least for someone whose linguistic limitations crimp any long-term ambitions to be a professional China Watcher.     Not every article on Chin…

May 22, 2007

China
No one covers the debate on China’s macroeconomic policy better than Richard McGregor

McGregor’s long analysis piece in today's Financial Times (free link here) shows why.  It is the best summary of China’s macroeconomic policy challenges – and the contractions associated with Chi…

October 19, 2006

Monetary Policy
Richard McGregor helps to solve the mystery of China’s slow q3 reserve growth.

The increase in China’s q3 reserves was about $30b below my expectations.  China’s current account surplus is usually about $15b per quarter larger than its trade surplus, and net FDI inflows have be…

February 23, 2018

Russia
Sputnik/Mikhail Klimentyev/Kremlin/Reuters Cold War II

A quarter-century after the end of the Cold War, we unexpectedly find ourselves in a second one. The United States and its partners have a large stake in greater Russian restraint while Vladimir Puti…

January 25, 2018

Diplomacy and International Institutions
Carlos Barria/Reuters What the Global Elite Can Learn From Donald Trump

Those attending Davos would be wise to realize that some of Trump’s populist message may be right. Likewise, the president must recognize that “making America great again” requires the U.S. to shape …

December 4, 2017

Russian Hacking and Disinformation
Richard Burr Live Today: A Conversation with Richard Burr

Today, the Council on Foreign Relations is hosting a conversation with Senator Richard Burr, chairman of the Senate Select Committee on Intelligence. Senator Burr will discuss Russia's cyber capabili…

February 22, 2018

Cybersecurity
hackathon To Build a More Capable Cyber Policy Field, Teach Policy to Technologists

Technologists love to criticise policymakers for their ignorance of of how computer security actually works. Instead of criticising from the sidelines, maybe they should get involved. 

February 13, 2018

United States
FA MA 2018 Cover Walking Away From World Order: Weighing Trump’s First Year of Foreign Policy

“Nobody really knew what to expect when Donald Trump became U.S. president. Would he disrupt the status quo or maintain it? Blow himself up or escape unscathed? One year in, the answer is yes,” write…

February 9, 2018

United States
The Impact of Tax Arbitrage on the U.S. Balance of Payments The Impact of Tax Arbitrage on the U.S. Balance of Payments

I sat down with the FT's Matt Klein for an Alphachat podcast on the international provisions in the December tax reform.