621 Results for:

August 1, 2005

China
Can China add close to $300 b to its reserves a year and have no impact on the bond market?

Rarely do I disagree with the premise of an article more than with the Mark Whitehouse  Friday C1  Wall Street Journal article "China's Move Makes No Waves in Bond Market." Premise.  China moved.  It…

February 20, 2009

China
China’s Resource Buys

Note: This post is by Rachel Ziemba of RGE Monitor (where this first appeared) thanks again to Brad for letting me fill in while he’s on vacation. note: I’ve made a slight update to the discussion o…

November 28, 2006

Financial Markets
Gone (sand) fishing …

I am going to be away from my desk for a few days, giving a talk on petrodollars (and petroeuros).   Posting will likely be rather sporadic. Talking about petrodollars (and petroeuros) to group that …

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…

’opaque-world.PNG’