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October 4, 2005

Financial Markets
Forget China, let’s talk about oil

Not the oil price per se, but what oil producers are doing with all the coin that comes with high oil prices.  I have rattled on and on about how China's current account surplus is on track to reac…

Blog Post by Brad W. Setser Follow the Money

March 31, 2006

Europe
France: The most “Anglo-Saxon” of the big 3 continental economies

That's a headline you won't see in the financial or popular press.  The basic narrative is already established:  France won't change, and as a result, will lag behind the more flexible "Anglo-Saxon" …

Blog Post by Brad W. Setser Follow the Money

April 3, 2006

China
Grassley-Baucus-Adams? And (another) long rant about the Economist …

The Treasury doesn't want to declare China to be guilty of manipulation.   Picking a fight with one of your biggest creditors isn't smart.  Right now, no one is buying more US debt (China buys a lot …

Grassley-Baucus-Adams? And (another) long rant about the Economist …
Blog Post by Brad W. Setser Follow the Money

November 21, 2006

Europe
The booms in Spanish and Irish real estate make the US real estate boom look timid

I have outsourced Thanksgiving blogging to Charles Gottlieb of the Center for European policy studies in Brussels.   (Charles.gottlieb at ceps.be)His topic: The Spanish and Irish housing booms (or bu…

spain_ireland_1
Blog Post by Brad W. Setser Follow the Money

December 12, 2006

United States
Trade deficit seems to have stabilized, at least if oil stays at its current levels

I don’t think the deficit stabilized just because of the headline fall in the trade deficit.   The deficit is down $9.6b from its August peak largely because the US oil import bill has fallen by $7.6…

oct_trade1
Blog Post by Brad W. Setser Follow the Money