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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.

January 22, 2018

NAFTA
NAFTA Flags NAFTA, China, and the WTO: End of the Beginning, or Beginning of the End?

The next few weeks could be the most consequential for global trade since the final negotiations in December of 1993 that led to the creation of the World Trade Organization (WTO). Depending on the o…

January 17, 2018

China
A Few Words on China’s Holdings of U.S. Bonds A Few Words on China’s Holdings of U.S. Bonds

A primer on China reserve watching.

January 16, 2018

Sub-Saharan Africa
Trump-Africa-Shithole-Foreign-Policy-China-Russia African Anger Builds Over President Trump’s Racist Comments

His racist and anti-African rhetoric is likely to strengthen the hand of those in Africa that would see their countries turn away from the West and towards more authoritarian governments, like those of Russia and China.

January 17, 2018

U.S. Congress
Royce-Africa-Powell-Congress Ed Royce, Champion of Africa in the U.S. House, Will not Run for Reelection

This is a guest blog post by Anthony Carroll. Anthony is founding director of Acorus Capital, a private equity fund investing in Africa, and a vice president of Manchester Trade Limited, an internati…

January 5, 2018

India
How India Is Making its Place in the World India’s Time on the World Stage Has Come, Says New Book by Alyssa Ayres

January 4, 2018—“More than at any time over the past quarter-century, India is well on its way to global power,” writes Alyssa Ayres in a new book, Our Time Has Come: How India is Making its Place in…

January 3, 2018

North Korean Nuclear Program
Vehicles carry missiles during a military parade in Pyongyang. North Korea’s Military Capabilities

Kim Jong-un has accelerated North Korea’s buildup of nuclear and other weapons of mass destruction, while also modernizing its large conventional force.

December 28, 2017

United States
Kohl 1989 Ten World Figures Who Died in 2017

I wrote yesterday about ten Americans who died in 2017 who helped shape U.S. foreign policy during their lifetimes. But Americans are not the only ones who influence world affairs. Below are ten worl…

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.)