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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 12, 2018

Immigration and Migration
A U.S. Border Patrol agent keeps watch along the fence next to the U.S.-Mexican border in Calexico, California, February 2017. The U.S. Immigration Debate

Comprehensive immigration reform has eluded Congress for years, moving controversial policy decisions into the executive and judicial branches of government.

February 7, 2018

Nuclear Weapons
Ian Dudley/Reuters U.S. Nuclear Weapons Modernization

U.S. strategic and tactical nuclear weapons on land, in the air, and at sea, will undergo costly and extensive modernization in the coming years.

February 16, 2018

United States
Mapping Capital Flows Into the U.S. Over the Last Thirty Years Mapping Capital Flows Into the U.S. Over the Last Thirty Years

Up until 2014, the growth in central bank dollar reserves closely mapped to the increase in U.S. net external debt. The past few years have been different: for the first time in a long time, yield-st…

February 15, 2018

China
U.S. President Donald Trump takes part in a welcoming ceremony with China's President Xi Jinping in Beijing, China, November 9, 2017. U.S. Policy Toward China: Dumping the Baby, the Bathwater, and the Tub

According to a recent Foreign Affairs article, U.S. policy toward China has failed. Two senior Asia officials who served in the Obama administration, my good friends Kurt Campbell and Ely Ratner (who…

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.

February 21, 2018

South Africa
South-Africa-Ramaphosa-SONA-Zuma Renewing U.S.-South Africa Relations Under President Ramaphosa

His forthright remarks represent a paradigm shift in that country’s governance and governing principles and provides an opportunity for the United States to reengage with a strategic ally after nearly two decades of eroding relations.

February 21, 2018

Nonproliferation, Arms Control, and Disarmament
Reuters The Uncertain Future of the INF Treaty

Backgrounder examines the Intermediate-Range Nuclear Forces (INF) Treaty, which may now be imperiled by mutual suspicion between Russia and the United States.

February 2, 2018

Monetary Policy
Federal Reserve The Role of the U.S. Federal Reserve

The role of the Federal Reserve has transformed in the past decade, as it has deployed trillions of dollars to boost the U.S. economy while expanding its regulatory oversight of the nation’s financia…

February 16, 2018

Cybersecurity
Maersk Cyber Week in Review: February 16, 2018

This week: accusing Russia over NotPetya, cyber threats to the United States, gTLDs, and more on the Equifax breach.