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February 15, 2016

TWE Celebrates Presidents’ Day

Today is Presidents’ Day. It is a TWE tradition to recognize the forty-three men—and they have all been men, though that may change next January 20—who have been president on Presidents’ Day by posti…

Presidents

July 20, 2007

Financial Markets
Oil and the dollar

Oil is once again quite strong.    Last summers’ rally was driven in part by a rise the geopolitical risk premium.   This summers’ rally seems a product of both strong global growth and relatively re…

September 30, 2008

Monetary Policy
Dark flows

Many argue that sovereign wealth funds have been a stabilizing force in global markets. I keep wondering how anyone could possibly know. The majority of sovereign funds do not report data on th…

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December 30, 2015

Saudi Arabia
Ten World Figures Who Died in 2015

Ten people who passed away this year who shaped world affairs for better or worse.

Sunset-World-Leaders

March 24, 2009

Monetary Policy
China’s call for a new international financial system

I spend a lot of time tracking -- or trying to track -- what China is doing with its reserve portfolio. I consequently tend to interpret the public statement of China’s government through the lens o…