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November 12, 2004

Capital Flows
Geopolitics of a new G-7

There is a growing sense that the G-7 no longer is the right grouping for discussing today’s major international macroeconomic issues. It is hard to see, for example, how you can discuss "global reb…

January 5, 2005

Capital Flows
Competitve compassion: the coming development debate

Act one: Tsunami. A few well-timed comments on stinginess produced an outpouring of aid.Act two: The UK plans a "development" G-8 summit. The summit won’t happen for a while, but the real negotiati…

March 8, 2005

United States
The sharecropper society

I suspect Warren Buffet would agree with Bill Gross.There is one easy way to make it easier for the US to deal with its own aging population: Stop promising so much of our future income to support th…

April 18, 2005

Financial Markets
Tactical Issue Linkages

Dan Drezner has an interesting post up, laying out the components of a "serious" approach to encouraging (or pressuring) China to change its exchange rate peg. He nicely lays out the options, thoug…

June 8, 2005

Economics
Greenspan’s conundrum and oil

The most profitable sector of the Chinese economy, according to data from UBS. Mining. It is not even close. I presume that includes mining for oil. Remember that. I will return to it in a bit.A…

February 15, 2006

Economics
Mandel v. Setser. Round two. More on intangible exports and dark matter

I was rather busy last week, so I was not able to respond immediately to Michael Mandel's response to my response to his Business Week cover story - and now Micheal Mandel is shooting for slightl…

January 10, 2006

United States
Directing the perennial dollar horror story

(Dollar) gloom and doom sells.  Even if it isn't true.So says Bloggin' Wall Street Folks who worry about the trade deficit are in denial. They cannot accept that in the new (financial globali…

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March 18, 2006

United States
What Geithner said. And then some

Most of the blogosphere has already weighed in on Tim Geithner's most recent speech.   I am a bit late to the party.   And I may not have much to add. I deeply agree with Geithner's argument…

April 12, 2006

United States
Watch for imports to surge in March

China's March trade surplus topped $11b - and its goods exports were a very impressive $78 billion.  China February surplus was about $2.5 billion, and its exports only 54.1 billion.  China had a…

Watch for imports to surge in March

June 9, 2006

United States
Not quite as bad as I expected (the April trade numbers)

A $63.4b trade deficit isn't small.    But it is a bit smaller than the average $65b deficit of the fourth quarter.  And, in all honesty, I expected a bit higher number.The dog that didn't ba…