February 16, 2018Asia
By the middle of 2017, following Emmanuel Macron’s dominant victory in France’s elections, the relative underperformance of populist parties in elections in the Netherlands, and the backlash in the U…
January 3, 2018China
The ECB has almost certainly had a bigger impact on U.S. rates over the last three years than the PBOC, without buying (or selling) any Treasuries.
February 15, 2018United States
It looks like a combination of tax cuts and spending increases will raise the U.S. fiscal deficit by about 2 percentage points of GDP (that’s the number Krugman used; Goldman’s US economics team puts…
February 15, 2018South Africa
The governing African National Congress (ANC) and its large parliamentary majority moved quickly to elect deputy president and current party leader Cyril Ramaphosa to state presidency.
February 13, 2018United States
“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 12, 2018China
China's balance of payments data doesn't show any material increase in the pace of offshore lending.
February 9, 2018United States
I sat down with the FT's Matt Klein for an Alphachat podcast on the international provisions in the December tax reform.